Workflows Module

The Workflows Module is the brain that connects every event in your booking system to the actions you want to happen automatically. Think of it as IFTTT or Zapier, but native and purpose-built for the appointment lifecycle.How it works in three partsTriggers: An event that starts the workflow — a new booking, a status change, a payment received, an appointment about to begin, a cancellation, and many moreConditions: Optional rules that decide whether the workflow runs — only for a specific service, only for VIP customers, only on weekends, only above a certain price, etc.Actions: What actually happens — send an email, send an SMS, send a WhatsApp message, fire a webhook, update a customer field, change appointment status, and many moreWhat you can automateWelcome flow for new customers (email + tag + Mailchimp sync)Pre-appointment reminders 24 hours and 1 hour beforePost-appointment thank-you and review requestWin-back campaigns for customers who haven't returnedInternal alerts when a high-value booking is madeAuto-tagging customers based on services or spendPayment follow-up sequences for unpaid bookingsVisual, no-code, powerfulWorkflows are built through a clear interface — no developers required. Branching logic, time-based delays, dynamic variables and multi-step sequences all happen through point-and-click configuration.The compounding valueOne well-designed workflow saves dozens of manual messages per week. Ten well-designed workflows can run an entire customer communication strategy on autopilot, freeing your team to focus on the actual service.