Skip to main content

05Run the Business

EssentialsVersioned + published

Automations

Published, versioned flows — a no-show triggers the follow-up without anyone remembering.

Included from Essentials upward.

One record, four moments

  1. 1BookedOnline, with the forms attached to the appointment.
  2. 2SignedConsent and history come back before the visit starts.
  3. 3ChartedThe note is signed, and amendable without overwriting.
  4. 4PaidTreatment, retail, and tip close out as one sale.

Illustrative — sample record, not a real client

What it actually does

Versioned and explicitly published

A flow has versions and a publish step, so editing tomorrow’s follow-up does not silently change what is already running today.

You can see what it did

Each run is an instance with inspectable steps. When an automation does something surprising, that is the difference between a fix and a mystery.

The follow-ups nobody has time for

Rebooking nudges, post-treatment aftercare, cancellation recovery — all the things that work, and all the things that get dropped first.

See the whole visit on one record.

Create an account and start with your next visit.

Get started