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 Go to Communication > Automations and create a new automation. Choose the event you want to trigger it (such as "Any Visit" or "Pet Birthday"). 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.
