Templates
Workflow templates are pre-built automations you can use as-is or customize for your business. Templates save time and help you get started quickly.
Lead Follow-up Template
New Lead Follow-up
Automatically follow up with new leads to increase conversion rates.
Trigger: Lead Created
Actions:
- Send Email — Welcome and introduction
- Send SMS — Quick text follow-up
- Delay — 24 hours
- Condition — If not booked, send reminder email
Booking Reminder Template
Appointment Reminder Sequence
Reduce no-shows with automated reminder messages.
Trigger: Appointment Booked
Actions:
- Send Email — Confirmation with calendar link
- Delay — 24 hours before appointment
- Send SMS — Day-before reminder
- Delay — 2 hours before appointment
- Send SMS — Pre-appointment reminder
Re-engagement Campaign Template
Inactive Customer Re-engagement
Win back customers who haven't booked in 60+ days.
Trigger: Churn Risk Detected
Actions:
- Send Email — "We miss you" with special offer
- Delay — 3 days
- Condition — If no booking, send SMS with discount code
- Delay — 7 days
- Condition — If still no booking, notify team for manual outreach
Review Request Template
Post-Appointment Review Request
Automatically request reviews after appointments to build social proof.
Trigger: Appointment Completed
Actions:
- Delay — 24 hours after appointment
- Send Email — Thank you with review link
- Delay — 3 days
- Condition — If no review, send SMS reminder
Using Templates
To use a workflow template:
- 1. Go to Workflows > Templates.
- 2. Browse available templates.
- 3. Click Use Template.
- 4. Customize the workflow for your business.
- 5. Activate the workflow.
Creating Custom Templates
You can save any workflow as a custom template for reuse. This is useful for:
- Standardizing processes across your business
- Sharing workflows with team members
- Creating templates for specific service types or customer segments