Create intelligent trigger-based sequences that send precisely the right message to the right client at exactly the right moment — completely hands-free.
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Build Automated Marketing Workflows That Run 24/7
Create intelligent trigger-based sequences that send precisely the right message to the right client at exactly the right moment — completely hands-free.
Creating a marketing automation in ClinicSoftware.com means choosing a trigger, writing the message, and setting the timing — then it runs for every matching client automatically. This lets a clinic set up follow-up once and have it work continuously without manual sending.
How do you create a marketing automation?
You pick a trigger such as a new client or a lapse, write the email or SMS, set when it sends, and activate it. From then on it runs automatically. ClinicSoftware.com handles the sending.
What triggers can start an automation?
Triggers include a first booking, a completed treatment, a client's birthday, a lapse in visits, or membership renewal — any event you want to follow up on.
Can one automation have several steps?
Yes. An automation can be a sequence — for example a welcome message, then a follow-up a week later — so the whole journey runs from a single set-up.
Frequently Asked Questions
How do I create a marketing automation?
Choose a trigger, write the message, set the timing, and activate. ClinicSoftware.com then runs it automatically.
What triggers can I use?
A first booking, completed treatment, birthday, lapse in visits, or membership renewal.
Can an automation have several steps?
Yes. It can be a sequence, so the whole journey runs from one set-up.
Can I test it first?
Yes. You can review and adjust an automation before activating it.
How It Works in ClinicSoftware
01
Choose the trigger event
02
Write the message (email or SMS)
03
Set the timing and any follow-up steps
04
Activate the automation
Marketing Automations let you design workflows that fire automatically based on specific client actions or scheduled time events. Build a new-client welcome sequence, a lapsed-client win-back campaign, a post-treatment review request, or a birthday reward — each delivered via SMS, email, or push notification without any manual intervention. Each automation supports multiple steps, configurable delays, and conditional branch logic for sophisticated personalisation.
How It Works
01
Go to Marketing then Automations and click Create New Automation.
02
Select a trigger event: new client registered, appointment completed, inactive for 60 days, client birthday, or a custom date.
03
Add sequential steps — each step combines a time delay with an SMS, email, or push notification action.
04
Set conditional rules such as only fire if the client has not rebooked, or only for a specific service category.
05
Activate the automation and it runs silently in the background, logging every message sent and every action taken.
Key Features
auto_awesomeEvent-based trigger system
auto_awesomeMulti-step message sequences
auto_awesomeSMS and email action steps
auto_awesomeConditional logic branching
auto_awesomeBirthday reward automations
auto_awesomeLapsed client win-back
auto_awesomeWelcome series for new clients
auto_awesomeReal-time performance dashboard
Pro Tips
lightbulbBegin with a simple three-step lapsed-client sequence before attempting complex multi-branch trees.
lightbulbGDPR compliance requires an opt-out link in every automated email — never omit it.
lightbulbAlways test a new automation against a single test client account before activating it for your full database.
lightbulbReview each automation's open rate and booking conversion monthly — pause and revise any that are underperforming.
Feature Illustration
imageCreating A Marketing Automation
Feature illustration
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