05Run the Business
Automations
Published, versioned flows — a no-show triggers the follow-up without anyone remembering.
Included from Essentials upward.
One record, four moments
- 1BookedOnline, with the forms attached to the appointment.
- 2SignedConsent and history come back before the visit starts.
- 3ChartedThe note is signed, and amendable without overwriting.
- 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.
Works with
Reminders
Confirmations and reminders go out on their own, by SMS and email.
Learn moreCampaigns
Email and SMS campaigns to an audience you actually defined.
Learn moreReviews & Referrals
Every referral code redemption tracked and reportable, with one reward path and equal odds for every entry.
Learn more