At a Glance
Marketing automations send the right message to the right client at the right time — welcome, reminder, recall, birthday or win-back — without staff doing it by hand. ClinicSoftware.com lets you build these automations on simple rules, so marketing runs continuously in the background.
What is a marketing automation?
A marketing automation is a rule that sends a message automatically when a condition is met, such as a client's first booking or a lapse in visits. It replaces manual follow-up. ClinicSoftware.com runs these on your behalf.
What automations should a clinic run?
Common automations include a welcome sequence, appointment reminders, post-treatment aftercare, review requests, birthday offers and win-back messages for lapsed clients. Together they keep clients engaged automatically.
How do automations save time?
Once set up, an automation runs for every matching client without staff action, so the clinic keeps in touch consistently while the team focuses on treatments.
Frequently Asked Questions
What is a marketing automation?
A rule that sends a message automatically when a condition is met, such as a first booking or a lapse. ClinicSoftware.com runs these for you.
What automations should I run?
Welcome, reminders, aftercare, review requests, birthday offers and win-back messages.
How do automations save time?
Once set up, they run for every matching client without staff action, keeping contact consistent.
Can I edit an automation later?
Yes. You can adjust the trigger, timing and message at any time.
How It Works in ClinicSoftware
01
Choose a trigger, such as first booking or a lapse
02
Write the message for that moment
03
Set timing and conditions
04
Turn it on and let it run
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.
Kuidas See Töötab
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
Põhifunktsioonid
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Visual Workflow Builder
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Multiple Trigger Events
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Email & SMS Actions
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Task Creation Actions
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Conditional Branching
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Delay & Wait Steps
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Multi-Step Sequences
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Real-Time Analytics
Pro-nõuanded
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Start with three essential automations: new booking confirmation, 24-hour reminder, and post-visit follow-up
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Use conditional branching to send different messages to first-time clients versus returning clients
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Review automation performance metrics monthly and A/B test message copy to improve open rates
