Automated Campaigns Triggered by Booking Events

Why Marketing Automation Matters

Workflows (Standard and above) send email and SMS messages automatically at a set time before an appointment, after it, or when a booking is cancelled, so every booking can trigger its own small campaign. A workflow has three parts: the trigger (a set number of minutes, hours or days before an event, after it ends, or when it's cancelled), the channel (email or SMS) and the recipient (the client, the host or both). Link a workflow to the event types it should run on and write the message with merge tags such as the client's name, the appointment time and the reschedule or cancel link. Typical campaigns are preparation instructions before a visit, a thank-you with a rebooking link afterward, and a "sorry we missed you, here's a new time" message after a cancellation. SMS goes only to clients who opted in on the booking form and uses your plan's SMS credits. SchedulingKit doesn't segment audiences, track open rates or trigger messages when a client goes inactive; for newsletters and win-back campaigns, send new clients to your email marketing tool through Zapier (Pro and above).

As part of SchedulingKit's scheduling platform, marketing automation works alongside your connected calendars, notifications and client records.