Client Category Notifications use category changes as automation triggers. When a client earns VIP status they immediately receive a tailored welcome message. When a client is flagged At Risk a targeted win-back offer is dispatched. When a brand new client completes their very first treatment a personalised thank-you sequence begins. All of this happens automatically, with no manual intervention, ensuring consistent and timely communication at every meaningful milestone in the client relationship.
Hoe Het Werkt
01
Navigate to Settings then Client Categories and select the category you want to configure.
02
Open the Notifications tab and choose the event that triggers the notification: category added, category changed, or scheduled follow-up.
03
Select the delivery channel — SMS, email, or push notification — and choose or build the message template.
04
Set a delivery delay if appropriate — for example, send a VIP welcome 24 hours after the category is assigned rather than instantly.
05
Activate the rule — it fires silently and automatically for every client who meets the trigger condition from this point on.
Belangrijkste Kenmerken
Category assignment triggers
Category change triggers
SMS, email, and push channels
Saved template selection
Configurable delivery delay
VIP welcome sequences
At-risk win-back triggers
New client onboarding sequences
Pro Tips
Write notifications that feel genuinely human rather than automated — avoid corporate-sounding language and robotic templates.
Always test a new notification rule by manually assigning the category to a test client account before activating at scale.
Review notification performance quarterly — if a VIP welcome is not generating a rebook within 30 days, revise the message.
One clear call to action per notification — multiple options dilute response rates significantly.
Feature Illustration
Client Category Notifications
Feature illustration