Welcome, rebooking, and birthday emails

Your Campaigns page has a set of emails that send themselves. Each has a switch and an Edit message button, and every one of them is free on all plans.

Welcome Email (on by default)

Sent when a client signs up on your booking site or when you add them by hand. Not sent for imported clients.

Appointment Reminder (on by default)

Sent before each appointment. See How appointment reminders work.

Re-booking Nudge (off by default)

Sent a set number of days after a client's last visit, 30 by default, to invite them back. It skips anyone who already has a future appointment booked, so nobody is nudged to book what they already booked. Change the number under Send this many days after last visit.

Birthday Reward (off by default)

Sent a set number of days before a client's birthday, 7 by default. Only clients with a birthday on file get it. With loyalty on, it can also add bonus points as a gift, and the email tells them how many.

Referral reward (on by default)

Sent to a client when a friend they referred completes a first visit. See Referral program.

Editing messages

Use placeholders like {first_name} and {business_name} in the subject and message, and they are filled in for each client. The editor lists the placeholders each email supports.