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AUTOMATION FOR CLINICS AND MEDICAL SPAS
Run your business on autopilot with recalls and reminders that send automatically!
Use Pabau’s automation feature to help you:
Send a wide variety of communications – from appointment reminder texts to welcome emails
Manage all your pre-care and aftercare instructions, with automation for each service
Create targeted customer lists to ensure your messages are sent to the right people, at the right time
Save hours each week on routine communications. Plus, pre-built templates help you work smarter, not harder.
Get rid of hours of manual work each week. Replace manual communication with simple rinse-and-repeat automations that save you time each week. You’ll get used to saying to your team, “There’s an automation for that”.
Create your automations from scratch or choose from our library of pre-built templates. With out-of-the-box automations such as Botox recall and incomplete medical history reminders, it’s really simple to get started.
Make sure your messages hit the mark. Use simple filters to tailor custom audiences for your automations to ensure your messages reach the right people at the right moment. The filters are straightforward, but the impact is huge.
Choose the right medium for your message with automated emails and texts. Use SMS for short messages such as appointment reminders and recalls, and choose email for sending more detailed information, such as pre-care and aftercare instructions.
Choose from a selection of email templates that you can customize with your own logo, branding, and images so that every automated email looks professional and polished. The drag-and-drop email builder makes for quick and easy email creation.
Use the dashboard to see which automations are running, at a glance. Quickly review how many automations are live, check the size of your audience, and more. You can also categorise your automations and store them neatly in folders for easy access.
Choose what type of task you’d like to automate. In this example, you’d choose clients as your ‘object’.
Decide how you’d like your automation to be sent. Here, you’d choose email.
Give your automation a name and select how often you’d like it to send - every day, week, month or hour!
Select your audience. You’d want it to be sent to all new clients in the last 24 hours.
Create your content using our template library and design a beautifully branded email in minutes.
Switch on your automation and your email will be sent, while you don’t have to lift a finger!
The automation feature in Pabau streamlines routine tasks by allowing you to pre-set actions and triggers. This ensures that specific processes, such as appointment reminders or follow-up communications, occur automatically, saving you time and effort.
The automation feature covers a range of tasks, including appointment reminders, recall notifications, welcome emails for new customers, follow-up emails, and more. You have the flexibility to choose and configure automation based on your clinic’s workflow.
Yes, our practice management software offers customization options. You can tailor automations to suit the unique requirements of your practice and get really in the weeds with this. Add the conditions and rules you want to get exactly what you need.
Absolutely. Our software provides analytics and reporting tools to track the performance of your automated communications. Monitor open rates, click-through rates, and other relevant metrics to assess the effectiveness of your automated campaigns.
We have built-in controls to prevent inappropriate or untimely automated messages. You can set specific criteria and conditions for each automation, ensuring that messages are sent only when relevant and beneficial for your clients.
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