Practical examples
Ready-to-use automations
Below you’ll find detailed automation examples you can set up in your business. Each one includes the exact values to enter in every field.
Appointment reminder 24 hours before
Send a message to the customer one day before their appointment so they don’t forget.
Suggested template:
Instant booking confirmation
As soon as a customer makes a booking, they automatically receive a confirmation message.
Suggested template:
Thank-you message after the visit
Send a thank-you message a few hours after the customer completes their visit.
Suggested template:
Weekly promotion every Friday
Send an offer or promotion to your customers every Friday afternoon.
Suggested template:
Follow-up after resolving a support ticket
When a support ticket is resolved, send the customer a message to make sure they’re satisfied.
Suggested template:
You can combine multiple automations to create a complete communication flow. For example: instant confirmation when the booking is created, a reminder 24 hours before, and a thank-you message 2 hours after the visit.
General tips
- Don’t overwhelm your customers: Avoid setting up too many automations that send messages in quick succession. Two or three messages per booking is usually enough.
- Always personalize: Use variables in your templates so each message feels tailored to the customer.
- Test before activating: Create a test booking to verify that the automation triggers correctly and the message arrives as expected.
- Check the timezone: Make sure your agent’s timezone is correctly configured so scheduled messages go out at the right time.