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Adam Smith
Update: Automations Now Support
Client Lifecycle Triggers
Automations have been expanded beyond event-based triggers to now include
Client Lifecycle
.
You can now create automations based on client behavior over time (for example, clients who haven't booked, have no upcoming visits, or have become inactive), in addition to traditional event-based triggers like visits or birthdays.
This introduces a second type of automation:
  • Event-based
    → triggered by a specific action
  • Lifecycle-based
    → triggered when a client meets defined criteria
These work together, allowing Automations to handle both real-time events and ongoing client engagement.
Original Post
We're introducing a set of updates that make your work faster, more personal, and more consistent. At the center is
Automations
, a new way to automatically send communications based on real events in your business. Alongside that,
Responses
and the new
Personalize
button expand what's possible anywhere you're using the editor. Together, these features help you save time while still keeping your communication meaningful.
Responses
What were once called
Canned Responses
are now simply
Responses
. They've moved out of the Messages page and into their own location under
Operations > Responses
, giving them a clear home and making them easier to manage. You can still insert them anywhere you're writing with the "Responses" dropdown in the editor, so you always have quick access to your most common phrases and templates.
Personalize
The editor now has a
Personalize
button that lets you drop in placeholders for the recipient's
First Name
or
Full Name
. When the message is sent, those placeholders automatically become the client's or staff member's real name. This works across the system wherever you're writing --- from individual emails to staff announcements, to automations themselves. It's a small feature that makes every message feel like it was written just for the recipient.
Automations
Automations let you schedule messages that go out automatically in response to events. You can set up reminders tied to any visit, notifications at the start or end of a group of visits, or celebratory messages for pet birthdays and birth months. You can also create a welcome message when a client has their very first visit.
When composing an automation, you write the subject and body in the same editor you already know. Automations also support an
CTA Text
and
CTA Link
, which adds a Call to Action at the bottom of each email. Visit-based automations sent before visits take place will include a list of those scheduled visits.
How to Use
  1. Go to
    Communication > Automations
    and create a new automation.
  2. Choose the event you want to trigger it (such as "Any Visit" or "Pet Birthday").
  3. Write your message in the editor, using
    Responses
    and
    Personalize
    if you like.
Your automation will now run automatically whenever the event occurs, keeping your communication timely and consistent without adding to your workload.

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