Client Management
Message Automations
Trigger the right message automatically when something happens, such as a completed visit, a due filter or an overdue balance.
Where to access
Open Message Automations from Client Management.
Related
How it works
- Choose an event that should trigger a message.
- Select the template and audience rules.
- Activate the automation so it runs on its own.
- Monitor results and refine over time.
Tips
- Automations keep customers informed and engaged without adding daily work for your team.