Celebrate client milestones

To create automated messages to welcome new clients or celebrate appointment milestones: 

1. Open Marketing and select Automations.
2. Under Celebrate milestones, choose to create either:
   1. Welcome message:
      Click on the three dots on and select Enable to celebrate new clients joining your business by offering them a discount. 
   2. Appointment milestones: 
      Click Create new to acknowledge client loyalty with a special offer when they reach a key milestone.
3. Set the criteria for when the message should be sent:
   1. Send to clients:
      Choose when to send the message after the milestone from 1 day, 3 days, or 1 week later.
   2. Who completed at least:
      For milestone messages, specify the number of completed appointments needed for the client to receive the message.
      For example, 10, 20, 50. Welcome messages will automatically send to new clients after their very first sale.
   3. Where appointments include: 
      Click Edit to select the specific services that must be completed for the appointment to count towards the milestone.
4. Enable the toggle under Deal to include a unique deal with a single-use discount code which can only be redeemed by the client who receives the message. 
5. Set the discount value as a fixed rate or percentage. 
6. Create a redeemable discount code. Each discount can be used once per client per campaign.
7. Select which services the discount applies to or choose All services.
8. Set an expiration date for the deal. Once this period passes, clients won't be able to use the deal anymore.
9. Use the toggle next to the Email and Text to enable messages to be sent from these channels:
   1. Text message: 
      Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like.
   2. Email:
      Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
10. Click Save to activate the automation.

To create automated messages to welcome new clients or celebrate appointment milestones: 

1. Open Marketing and select Automations.
2. Scroll across the tabs to Celebrate milestones, and tap Enable to create either:
   1. Welcome message: 
      Select Actions (the three dots) on and select Enable to celebrate new clients joining your business by offering them a discount.
   2. Appointment milestones: 
      Tap Create new to acknowledge client loyalty with a special offer when they reach a key milestone.
3. Set the criteria for when the message should be sent:
   1. Send to clients: 
      Choose when to send the message after the milestone from 1 day, 3 days, or 1 week later.
   2. Who completed at least: 
      For milestone messages, specify the number of completed appointments needed for the client to receive the message.
      For example, 10, 20, 50. Welcome messages will automatically send to new clients after their very first sale.
   3. Where appointments include: 
      Tap Edit to select the specific services that must be completed for the appointment to count towards the milestone.
4. Enable the toggle under Deal, to include a unique deal with a single-use discount code which can only be redeemed by the client who receives the message. 
5. Set the discount value as a fixed rate or percentage. 
6. Create a redeemable discount code. Each discount can be used once per client per campaign.
7. Select which services the discount applies to or choose All services.
8. Set an expiration date for the deal. Once this period passes, clients won't be able to use the deal anymore.
9. Use the toggle next to the Email and Text to enable messages to be sent from these channels:
   1. Text message: 
      Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like.
   2. Email:
      Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
10. Tap Save to activate the automation.

To change automated messages that celebrate milestones:

1. Open Marketing and select Automations.
2. Under Celebrate milestones, click on the three dots next to the automated message. 
3. Select Edit and make changes as needed.
4. Click Save.

To change automated messages that celebrate milestones:

1. Open Marketing and tap on Automations.
2. Scroll across the tabs to Celebrate milestones, tap on Actions (the three dots) next to the automated message. 
3. Select Edit and make changes as needed. 
4. Click Save.

To switch off automated messages that celebrate milestones:

1. Open Marketing and select Automations.
2. Under Celebrate milestones, click on the three dots next to the automated message. 
3. Select Disable.
4. Click Disable to reconfirm.

To switch off automated messages that celebrate milestones:

1. Open Marketing and tap on Automations.
2. Scroll across the tabs to Celebrate milestones, tap on Actions (the three dots) next to the automated message. 
3. Select Disable.
4. Tap Disable to reconfirm.

To remove  automated messages that celebrate milestones:

1. Open Marketing and select Automations.
2. Under Celebrate milestones, click on the three dots next to the automated message. 
3. Select Remove.
4. Click Delete to reconfirm.

To remove  automated messages that celebrate milestones:

1. Open Marketing and tap on Automations.
2. Scroll across the tabs to Celebrate milestones, tap on Actions (the three dots) next to the automated message. 
3. Select Remove.
4. Tap Delete to reconfirm.