Automations
General

Automations

Documentation
Updated 5 days ago
automations
user-guide

Automations

Automations send messages to clients at the right moment without any manual work. They are triggered by appointment events — not arbitrary schedules — so messages are always contextually accurate. A new business gets sensible defaults out of the box; nothing needs configuring before automations start working.


Automation Types

| Type | When It Sends | |------|--------------| | Reminder (24h) | 24 hours before a confirmed appointment | | Reminder (2h) | 2 hours before a confirmed appointment | | Aftercare | N minutes after an appointment ends | | Rebooking | N days after an appointment, if the client has not rebooked | | Winback | N days since last appointment (longer lapse — defaults to 90 days) | | Birthday | On the client's birthday | | Welcome | When a new client record is created | | Feedback | N minutes after an appointment ends |

All types except birthday and welcome are tied directly to appointment data.


Channels

Each automation type has its own channel setting: SMS, email, or both. If a client's preferred channel is unavailable (e.g. no mobile number on file), the system falls back to the next available channel automatically.


Deduplication and Safety

  • Messages are deduplicated at the database level — concurrent cron jobs cannot send the same message twice
  • A daily cap of 500 messages per business prevents accidental bulk sends
  • Aftercare and feedback sends are deferred — they are scheduled for a future time, not sent immediately

Treatment-Specific Templates

You can set different message templates per treatment. If a treatment override exists, automations use it; otherwise they fall back to your global template. This means your Botox aftercare message can differ from your filler aftercare message without building separate flows.


Customising Automations

Navigate to: Dashboard → Business Studio → Automations

From here you can:

  • Enable or disable individual automation types
  • Adjust timing (e.g. change rebooking from 14 days to 21 days)
  • Edit message templates
  • Set per-type channel preferences

Changes take effect immediately for future sends. In-flight scheduled sends (e.g. aftercare already queued) are not affected.


Why This Beats General-Purpose Tools

Mailchimp and Braze work from subscriber lists and time-based triggers. Aestheticc automations work from appointment records: "This client completed Botox 14 days ago and has not rebooked" is a query against your live data, not a segment you built manually. The system knows who to contact, when, and about which treatment — without any list management.


Related Guides


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