How to Set Up Marketing Automations in SpaSphere

Create automated email and SMS campaigns triggered by client actions like completed appointments, birthdays, and lapsed visits.

2 min read

Marketing automations run in the background, sending the right message to the right client at the right time -- without you lifting a finger. SpaSphere supports 10 automation templates covering the most impactful client touchpoints: post-appointment follow-ups, birthday offers, lapsed client win-backs, and more.

Why This Matters for Your Spa

Automated follow-ups increase rebooking rates by 25-40%. A client who receives a personalized "It's been 6 weeks since your facial" email is 3x more likely to rebook than one who doesn't. Automations compound over time -- once set up, they generate revenue on autopilot.

Key Capabilities

  • 10 pre-built automation templates
  • Email and SMS channels (configurable per automation)
  • Trigger conditions: appointment completed, birthday, days since last visit, new client, and more
  • Custom delay between trigger and send
  • Coupon code generation per automation
  • Activation toggle per automation
  • Execution history with delivery tracking

Setting Up an Automation

1

Open Automations

Navigate to Marketing > Automations.

2

Choose a template

Click Create Automation and select from available templates:

  • Post-appointment follow-up
  • Birthday greeting
  • Lapsed client win-back
  • New client welcome
  • Review request follow-up
  • Seasonal promotion
  • Membership renewal reminder
  • Package expiration alert
  • Referral thank you
  • Re-engagement campaign
3

Configure the automation

Set the trigger conditions, delay timing, message channel (email, SMS, or both), and optionally attach a coupon code that's auto-generated per recipient.

4

Activate

Toggle the automation on. It will run automatically for all matching clients going forward.

SMS requires opt-in

SMS automations only send to clients who have SMS consent enabled. SpaSphere handles compliance automatically.

FAQ

Frequently Asked Questions

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