Put your emails on autopilot

Autopilot is the email that sends itself at the right moment in a client’s life: after their first visit, when they’ve drifted, on their birthday. You write it once (or just edit ours), and it runs forever.

What’s already there

Go to Marketing → Emails → Autopilot. Six are ready to use, each triggered by a real event:

• Welcome series: a new client joins your book.
• After-visit thank you: a completed visit.
• We missed you today: a no-show, handled gracefully.
• We miss you: a client passes your rebooking window.
• Long time no see: the deeper win-back, months later.
• Birthday note: their birthday, if you have it.

Everything starts off. Nothing sends until you decide it should.

Each card shows its trigger, its emails, and a switch. Everything starts off.

Turn one on

1. Open a card; each email shows as a collapsed row (“Email 1 · sends day 1”) with its subject.
2. Expand and edit the words to sound like you. Merge tags like {{first_name}} and {{booking_link}} personalize each send.
3. Send a test to myself to see it in your inbox.
4. Flip the switch to Active.

Start with the welcome series and We miss you; those two do the most work.

The guardrails

• Consent only: autopilot emails go to clients with marketing consent, and every one carries an unsubscribe link. See How marketing consent works.
• Spacing: “Space autopilot emails at least N days” keeps a client from getting two marketing emails in the same stretch, no matter how many they qualify for. Under 7 days, clients may feel nagged; leave it at a week or more.
• Send at sets the hour of day they go out. It’s shared with your review requests, so changing it here changes both.
• Autopilot stops for a client the moment they book or unsubscribe: the point was the booking, and nagging past it costs goodwill.

Did it work?

Each card tracks sends, clicks on the booking link, and who booked within a week; Reports rolls the marketing numbers up in one place. Autopilot is part of the plan that includes marketing; your billing page has the details.