Unlimited automations
Set up as many automations as needed for different offers, client segments, and workflows.
Huge upcoming feature
Automations for every important client touchpoint
Automations help coaches, consultants, and solo experts run follow-ups around bookings, reminders, payments, and rebooking without manual busywork.
Join the early access listEnable or disable anytime
Turn each automation on or off at any moment without deleting its configuration.
Multiple actions per trigger
Each trigger can execute many actions in sequence, allowing one event to run a complete workflow.
Operational visibility
Detailed logs show delivered, skipped, and failed actions so you can debug and improve each workflow quickly.
Messaging controls and credit policy
SMS and WhatsApp actions include granular controls for message templates, merge tags, country targeting, and credit usage.
Editable message content
Edit SMS and WhatsApp templates directly inside each automation action.
Merge tags available
Use dynamic values like client name, meeting date, and meeting time in reminder copy.
Monthly plan credits
Every pricing plan includes reminder credits that reset every month.
Non-expiring add-on credits
Purchased extra credits can be used anytime and do not expire.
Country-based sending rules
Enable SMS and WhatsApp delivery only in selected countries to control variable costs.
Automation logs
Skipped by country rule
Example: SMS action skipped because attendee country was not in the selected country list.
Skipped by trigger condition
Example: Group-attendee trigger ignored first attendee because rule starts from attendee #2.
Delivery failure diagnostics
Example: Webhook action failed with response code and retry metadata for debugging.
Action execution timeline
Trace every action run for a meeting with timestamps and final status.
Use cases you can ship with automations
Automations help solo experts stay responsive before and after the booking without relying on manual follow-up.
Post-meeting review sequence
After a session ends, send a thank-you email, push a webhook to your CRM, and queue the next follow-up.
No-show recovery loop
When no-show state is available, trigger an SMS reminder, reschedule email, and recovery follow-up automatically.
Group session occupancy alerts
From the second attendee onward, send alerts as workshops or cohort sessions fill up.
Paid booking follow-up
When payment is received, trigger a welcome email and any onboarding or delivery steps tied to the offer.
Refund recovery workflow
On refund, send a follow-up email with rebooking options and log the event for review.
First-booking activation
When a client books a first session, send a welcome sequence and kick off the right onboarding flow.
Inactivity reactivation
If last booking was X time ago, send timed reactivation nudges by email and WhatsApp.
Repeat-client appreciation flow
When a client books repeatedly in a short period, send a loyalty offer or invite them into a longer-term package.
Reschedule continuity
On attendee reschedule, refresh reminders and sync changes to downstream systems via webhook.
Multi-channel reminder stack
Immediately after scheduling, create an email + SMS + WhatsApp reminder chain with merge-tag personalization.
Recurring meeting safeguards
When one meeting in a recurring series is canceled, notify the client and apply the right follow-up policy.
Country-cost governance
For international client bases, restrict SMS and WhatsApp to selected countries while routing other regions to email.
Action catalog
Actions can be chained in order, so one trigger can fan out to multiple channels and systems.
Send email
Send transactional or lifecycle email content.
Send webhook
Push event payloads to external systems.
Send SMS
Deliver short reminders and updates by SMS.
Send WhatsApp message
Deliver reminder messages through WhatsApp.
Send Slack message
Notify an internal Slack channel when an important event happens.
Send Telegram message
Notify a Telegram chat when an important event happens.
Trigger catalog
Start automations from booking, payment, attendance, cancellation, and client milestones.
X minutes after meeting ends
Run follow-ups a configurable number of minutes after completion.
New meeting is scheduled
Fire when a standard meeting is created.
New attendee is scheduled
For group sessions, trigger only from the second attendee onward.
New client
Run onboarding automations when a first client profile is created.
Meeting marked as no-show
Available once the no-show meeting state is introduced.
Pending meeting confirmed
Available once the pending meeting state is introduced.
New payment received
Trigger revenue and fulfillment workflows immediately after payment.
Payment refunded
Handle refund alerts, internal records, and client communication.
Attendee cancels spot
For group meetings, fire when an attendee leaves without canceling the full session.
Meeting canceled
Trigger cancellation workflows for one-off meetings and recurring meeting instances.
Attendee reschedules meeting
Run updates after date/time changes.
Right after meeting is scheduled
Immediate trigger for instant confirmations and internal notifications.
Client last booked X time ago
Segment clients by inactivity windows.
Client booked X meetings
Trigger milestone actions when total booking count reaches a threshold.
Client booked X meetings in last X time
Detect high-frequency booking behavior in a rolling period.
Client booked first meeting
Launch welcome and activation flows after first conversion.