Automate a follow-up
An automation is a rule: when this happens, do that. Sending the intake form on booking and checking in after a session are the two that earn their setup time immediately, because both are things you meant to do consistently and did not.
How to do it
- 1
Open Automations and create one
The builder is a canvas: you place a trigger, then the steps that follow it, and connect them.
- 2
Choose what starts it
A booking being made, a session finishing, a form being submitted. The trigger is the event you want to react to.
- 3
Add what should happen
Send an email, send a form, and so on. Keep the first one to a single step; a flow you can hold in your head is a flow you will trust.
- 4
Turn it on and check the run history
Automations record every run, so you can confirm it fired and see what it did rather than wondering.
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Last reviewed 2026-09-04.