Workflows allow you to automate actions based on booking activity — saving time and ensuring consistent communication with every customer.
Instead of manually sending messages, reminders, or follow-ups, you can create automated sequences that trigger when specific events happen.
You can build workflows based on:
New bookings
Completed appointments
Cancellations
No-shows
Payment confirmations
Waiting list activity
Customer categories
Workflows help you automate:
Email notifications
SMS reminders
Follow-up messages
Review requests
Rebooking prompts
Internal staff alerts
This ensures nothing falls through the cracks.
Follow these steps to create your first workflow:
Step 1: Access Workflows
Log into your Get Synced dashboard.
Navigate to Automation or Workflows.
Click Create New Workflow.
Step 2: Choose a Trigger
A trigger is the event that starts the workflow.
Common triggers:
Appointment booked
Appointment completed
Appointment cancelled
Customer joins waiting list
Package purchased
Example:
“Appointment Completed” → Send Review Request
Step 3: Add Actions
Once the trigger is set, choose what happens next.
Actions can include:
Send email
Send SMS
Notify staff
Apply customer category
Add internal note
Delay action (e.g. 24 hours later)
You can stack multiple actions in sequence.
Example workflow:
Appointment Completed
→ Wait 2 hours
→ Send review request email
→ Wait 7 days
→ Send rebooking reminder
Step 4: Activate the Workflow
Once built:
Review all steps
Test with a sample booking
Click Activate
Your automation is now live.
🔄 How Workflows Work
A booking event occurs.
The system detects the trigger.
Actions run automatically.
Customers and staff receive communications as scheduled.
No manual involvement required.
🚀 Example Workflow Ideas
Here are powerful examples:
For Clinics
Appointment completed → Send follow-up care instructions
6 weeks later → Send check-in reminder
For Garages
MOT completed → Schedule reminder for 11 months later
For Salons
Colour treatment → Send maintenance reminder after 8 weeks
For PTs
Package completed → Offer renewal discount
Workflows help you stay proactive instead of reactive.
🚀 Best Practices
Keep workflows simple and intentional.
Avoid overwhelming customers with too many messages.
Space out automated communications logically.
Regularly review performance.
💡 Tip: Combine Workflows with Customer Categories for advanced automation.
🎯 Why Workflows Matter
Businesses using Workflows benefit from:
Reduced admin workload
Consistent communication
Increased repeat bookings
Higher review collection
Better customer retention
Workflows transform your booking system into an automated assistant — working in the background 24/7.
