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Adam Smith
Please note that this functionality is still in the early stages of testing. Because it has a wide range of possible uses and is client-facing, it's very important that you report any issues you encounter right away.
Also, as the name
Automations
suggests, this feature will likely expand beyond just sending emails to clients. With that in mind, please share any feedback about other types of
automations
you'd like to see added in the future.
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
Info Block & Link
, which adds context to the message: a list of scheduled visits with a link to "My Schedule," pet names with birthdays, or other event-based details. You can use the default contextual option, provide your own custom link, or leave it out entirely.
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.
  4. Select your Info Block & Link option, and save.
Your automation will now run automatically whenever the event occurs, keeping your communication timely and consistent without adding to your workload.