Help center › Automations

Automations

Thank-yous, first-visit welcomes, rebook reminders, aftercare, package reminders, win-back, birthdays and gift cards — no workflow building.

Turn automations on in POS settings › Automations. Every one starts off.

• Thank you and review request: after each paid visit.
• First visit welcome: after a new client's first visit.
• Rebook reminder: when a service is due again (set per service in the item editor), skipped if they've already booked.
• We miss you: when a client hasn't been back for a while.
• Birthday offer: before their birthday (needs a birthday on the contact).
• Gift card thank you: when someone buys a gift card.
• Aftercare instructions: a few hours after a service that has aftercare notes (add them in the item editor). Med spa and tattoo starter menus include notes for peels, injectables, microneedling, laser, tattoos and piercings.
• Package reminder: before a package expires, to clients who still have sessions left.
• Reward ready: when a client earns a loyalty reward.

For each one, set the timing and edit the wording. Add your booking link and review link so they appear in messages. Messages are sent by the Rowan workflows in your account, so they use your number, email and opt-outs.

Each automation also tags the contact (for example rowan-rebook-due), so you can build on it in your own workflows.

Still stuck? Contact support.