Pre-made automations

Instead of building from scratch, you can start with a pre-made automation template and edit it to match your studio's voice and offers.

To use a pre-made automation:

1. Go to Marketing → Automations
2. Click Create Automation
3. Select from the pre-made options
4. Edit the emails, delays, and actions as needed
5. Toggle it Live

Featured automations

Welcome series

Trigger: New client added

A welcome email goes out immediately. 24 hours later, an SMS checks in and encourages the client to reach out with questions.

Best for: Any new client who joins your system — sets a warm first impression.

New member welcome

Trigger: Client purchases a pricing option

1. Welcome to the community email
2. 15-day delay → email about your referral program
3. 15-day delay → SMS check-in

Best for: New memberships or packages. Turns a transaction into a relationship.

Intro offer to membership

Trigger: Client purchases a pricing option (filter to intro offer)

1. Welcome email
2. Task to prepare a welcome note
3. 3-day delay → personal email from the founder/owner
4. 5-day delay → upsell email for membership
5. 4-day delay → reminder email
6. 5-day delay → check-in / "any questions?" email

Best for: Converting intro offer clients into long-term members. This sequence does the work of a sales conversation over two weeks.

Leave us a Google review

Trigger: Milestone reached (set to 1 milestone — their first class)

An SMS goes out asking the client to leave a review.

Best for: Collecting reviews from fresh, happy clients right after their first experience.

Nurture automations

First visit follow-up

Trigger: Client purchases a pricing option

1. Welcome email
2. 5-day delay → personal email from founder/owner
3. 4-day delay → SMS about other services
4. 4-day delay → intro offer reminder
5. 5-day delay → follow-up email
6. 6-day delay → task to call and check in

New member welcome (extended)

Trigger: Client purchases a pricing option

1. Welcome email
2. 24-hour delay → welcome SMS
3. 24-hour delay → intro offer email
4. 7-day delay → intro offer reminder
5. Task for team to reach out personally

Celebration automations

First class follow-up

Trigger: Checked into first class

1. 24-hour delay → SMS thanking them and encouraging their next booking
2. 2-day delay → email checking in on how their first class felt
3. 2-day delay → SMS with any questions

10th visit milestone

Trigger: Milestone reached (10)

Email celebrating their consistency.

25 class milestone

Trigger: Milestone reached (25)

Email recognizing the achievement.

50 visit milestone

Trigger: Milestone reached (50)

Email celebrating hitting 50 visits.

100 class milestone

Trigger: Milestone reached (100)

1. Task for staff to prepare a gift or recognition
2. Congratulations email

Retention automations

Cancellation flow

Trigger: Subscription canceled

1. 2-hour delay → "We're sorry to see you go" email
2. 3-day delay → task to call the client
3. 2-day delay → follow-up email asking for feedback

Best for: Understanding why clients leave and keeping the door open for a return.

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