Automations & loyalty: bring clients back
Switch on review requests, rebooking nudges, win-back messages, birthday greetings and loyalty points — then send one-to-many campaigns to the right clients.
What automations do
Automations are set-and-forget messages that bring clients back: a review request after each visit, a rebooking nudge when they're due, a win-back for lapsed clients and a birthday greeting. You switch each one on individually under Automations in your admin menu.
1. Set up the essentials first
- Review requests: add your Google review link in Settings so the request points there
- Birthday greetings: add birthdays on your clients' profiles (Clients → open a client)
- SMS delivery (optional): needs SMS credits — email is free
2. Switch on what you want
Open Automations, tick the automations you want, adjust the timing (e.g. review request 3 hours after the visit, rebooking 28 days after, win-back at 90 days) and choose email and/or SMS. Save — the rest is automatic, and nothing ever double-sends.
3. Loyalty programme
Under Loyalty in your admin menu, switch on the loyalty programme: choose points per visit, the points needed for a reward, and describe the reward (e.g. 20% off). Points are earned automatically when you mark a visit completed; the client's balance shows on their profile, where you redeem the reward with one tap.
4. One-to-many campaigns (blasts)
Under Posts & campaigns you can message many clients at once — by email or SMS — and target a segment: everyone, regulars (3+ visits), new clients, lapsed clients, or a tag. Use {name} in the text to personalise. With a Nita package, she drafts the copy in your language; without one you get a ready-made template to edit.
Bonus: AI post from your before/after photos
On a client's profile, upload before/after photos. 'Make the post image' joins two of them into one Instagram-sized picture to download; with a Nita package, 'Generate post' — tell her what was done, if you like — writes an Instagram caption and Facebook text with your booking link included. Copy, attach the picture, post.