New Features & Enhancements

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Announcement Improvement

More Automation Updates!

celebrate client milestones

Your automation features have been updated to make connecting with your clients easier than ever:

  • Celebrate Milestones with Ease: Show your clients how much they mean to you! Our new automation template lets you effortlessly acknowledge important milestones and appreciate your clients' progress. This template helps you commemorate key milestones, like 25th, 50th, and 100th visits, with thoughtful, automated messages.

To clarify how this works in your dashboard, we've created a how-to video.

  • Unlock New Possibilities with Class Check-in Triggers: We've added a new action to trigger an automation sequence! Our latest update lets you create an automation that triggers whenever a client checks in to a class, unlocking a range of possibilities for automated actions, such as sending personalized reminders or gathering feedback after a class.

How does this impact your Business? Here is an example:

Meet Sarah, a life coach and yoga instructor. Sarah wanted to strengthen her connection with clients and save time on daily tasks. Here’s how these updates transformed her workflow:

  • Celebrating Client Milestones: Using the new milestone automation, Sarah set up an email that congratulates her clients on their 25th, 50th, and 100th visits with her. The messages thank them for their dedication, offer a small discount on product purchases, and remind them of their progress. Clients love the personal touch, and it's led to repeat bookings and glowing reviews.

  • Class Check-in Trigger: Sarah activated the class check-in trigger to send automatic post-class feedback forms. Clients receive a quick, friendly email asking about their experience and inviting them to suggest future class topics. This simple action has boosted her feedback rate by 40% and helped her tailor her offerings to what clients really want.

By using these automations, Sarah has created a more engaging client experience without adding extra work to her day.

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