The Automation Builder in ClinicSoftware lets you create multi-step workflows triggered by specific events — a new booking, a completed treatment, a form signed, a payment made, or a lapse in client activity. Each automation runs 24/7 until you stop it, saving hours of manual communication and follow-up work every week.
Как работи
01
Navigate to Marketing → Automations → Create New Automation
02
Choose a trigger event: new booking, appointment completed, client lapsed, form signed, etc.
03
Add action steps: send email, send SMS, create task, apply tag, notify staff
04
Add wait/delay steps between actions and set conditions for branching logic
05
Test the automation with a sample client and then activate it
Ключови характеристики
Visual Workflow Builder
Multiple Trigger Events
Email & SMS Actions
Task Creation Actions
Conditional Branching
Delay & Wait Steps
Multi-Step Sequences
Real-Time Analytics
Професионални съвети
Start with three essential automations: new booking confirmation, 24-hour reminder, and post-visit follow-up
Use conditional branching to send different messages to first-time clients versus returning clients
Review automation performance metrics monthly and A/B test message copy to improve open rates