Customer Experience & LoyaltyPurpose
1.2. Ensure every client receives timely, consistent, accurate self-care guidelines to extend wellness outcomes.
1.3. Automating care instructions fosters higher engagement, retention, and customer loyalty.
1.4. Support follow-up marketing and encourage feedback for aromatherapy treatments via automated digital channels.
1.5. Automated workflows reduce staff workload while maintaining premium customer experience.
Trigger Conditions
2.2. Trigger automation by status change in POS/payment systems (marked ‘completed’ or ‘paid’).
2.3. Client check-out or therapist indicates ‘session finished’ in management dashboard or mobile app.
2.4. Automation by date/time-based rule when treatment reservation time ends.
2.5. Automated activation via API webhook on form submission for after-care-signups.
Platform Variants
- Feature/Setting: Automated SMS Campaigns—configure Event Trigger API to send care instructions on booking status update.
3.2. SendGrid
- Feature/Setting: Automated Email Template—use Automation API to send customized follow-up instructions post-appointment.
3.3. Mailchimp
- Feature/Setting: Automated Journey—trigger 'Treatment Completed' Event to send sequenced after-care emails.
3.4. HubSpot
- Feature/Setting: Automated Workflow—setup Contact Property trigger (Appointment Completed) for automating care email/push message.
3.5. Salesforce Marketing Cloud
- Feature/Setting: Email Studio Journeys—Event-based sending using API event to automate instructional outreach.
3.6. ActiveCampaign
- Feature/Setting: Automation Builder—Contact Tag added (e.g., 'Aromatherapy Complete') triggers post-care messages.
3.7. WhatsApp Business API
- Feature/Setting: Automated Messaging—automatedly send post-session templates via outbound API campaign.
3.8. Slack
- Feature/Setting: Workflow Builder—automate internal notification to staff and client care follow-up via Bot.
3.9. Google Calendar
- Feature/Setting: Event End Trigger—on end of reserved slot, activate Google Apps Script to automate email send-out.
3.10. Microsoft Power Automate
- Feature/Setting: Automated Flow—trigger from Outlook Calendar; automate sending care content via preferred channel.
3.11. Zendesk
- Feature/Setting: Automated Ticketing—completion triggers automated email/SMS with aftercare instructions.
3.12. Shopify
- Feature/Setting: Order Status Automation—post-checkout, leverage Marketing API for automating post-purchase care emails.
3.13. Calendly
- Feature/Setting: Event Completion Webhook—automate care instructions via integration with email/text service.
3.14. Zapier
- Feature/Setting: Automated Zaps—configure trigger on appointment completion; action sends multi-channel care guidelines.
3.15. Klaviyo
- Feature/Setting: Flow Automation—schedule segment-based SMS/email follow-ups with personalized post-care.
3.16. Intercom
- Feature/Setting: Automated Chatbot—auto-messaging after appointment marked done in backend.
3.17. Google Sheets
- Feature/Setting: App Script Automation—row update triggers care instruction email automation.
3.18. AirTable
- Feature/Setting: Airtable Automations—record status change triggers add-on email/SMS sequence automatedly.
3.19. Smartsheet
- Feature/Setting: Automated Alerts—when row changes to ‘treatment completed’, automate care mail/SMS.
3.20. Pipedrive
- Feature/Setting: Workflow Automation—deal stage moves to finished, automates follow-up care communication.
3.21. Facebook Messenger API
- Feature/Setting: Message Automation—automator sends post-care message after session completion via webhook.
3.22. Viber Business Messages
- Feature/Setting: Automated Campaign—API automation to send instructional post-care content.
Benefits
4.2. Automation ensures timely delivery and removes manual errors or omissions.
4.3. Automates staff operations, allowing focus on in-person client care and high-value tasks.
4.4. Enables scalable, personalized client communication instilling brand loyalty.
4.5. Automator platforms provide analytics to optimize and personalize future client interactions.