How to Set Up Aftercare Automations

This article explains how you can create aftercare automations in Pabau.

Step 1: Navigate to Automations

Start by logging into your Pabau account using your login credentials. Then, navigate to the Marketing feature in the left sidebar menu, then click on "Automation". 

Step 2: Creating a New Automation

Click the "Create Automation" button at the top right corner of the Automations page and then click "Start from scratch."

Step 3: Choosing Automation Filter

In the filtering prompt, designate "Appointment" as the primary object since we are constructing an aftercare automation that focuses on appointments. 

Step 4: Selecting Automation Type

In the next step, choose the automation type "Email," as aftercares are most commonly sent via email.

Step 5: Specifying General Automation Information

• Type the name of the automation, e.g., "Dermal Filler Aftercare."
• Set the email subject to "Important Post-Treatment Instructions"
• Schedule the recall to run "Every 1 Hour."
  
  
  

Step 6: Selecting Audience

Create an audience with the following criteria:

• The appointment date is yesterday.
• Appointment status is Complete.
• Client is Active.
• Appointment service does not contain consultation.
• Appointment service is _______

Save the audience for future use.

Step 8: Designing Your Automation

In the "Design" tab, build an email template that will include reasons why the client should book another appointment.

 

Customize your email using templates and the drag-and-drop editor. Modify components such as columns, headings, text, images, buttons, dividers, HTML code, and menu.

You can also add a button linking to your online bookings portal.

Step 9: Review and Schedule

Review your aftercare automation, make necessary changes, and schedule it based on your preferred timing.