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 new. If the Arketa Agent dialog opens, click use a playbook
3. Select one of the Playbooks (grouped as Featured, Nurture, Loyalty, Celebration, and Retention)
4. Edit the emails, delays, and actions as needed
5. Turn on the status toggle (it reads Active)

The Create new dialog also offers quick templates under or start from a template: First-timer follow-up, Pack renewal reminder, Save the cancellation, We miss you, Intro offer to membership, and Speed to lead.

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: Class milestone (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: Class milestone (10)

Email celebrating their consistency.

25 class milestone

Trigger: Class milestone (25)

Email recognizing the achievement.

50 visit milestone

Trigger: Class milestone (50)

Email celebrating hitting 50 visits.

100 class milestone

Trigger: Class milestone (100)

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

Retention automations

Cancellation flow

Trigger: Canceled or expired subscription

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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