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
Open Automations
Navigate to Marketing > Automations.
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
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.
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
Related Documentation
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