Marketing

Marketing Dashboard

The Marketing Dashboard gives you a high-level view of your growth metrics:

• New clients this month
• Client retention rate
• Campaign performance
• Review scores

Navigate to Growth > Dashboard in the sidebar.

Campaigns

SMS Marketing

Send targeted text messages to groups of clients.

1. Go to Growth > Campaigns > SMS Marketing
2. Choose your audience (all clients, segment, or individual)
3. Write your message (or ask the assistant to draft one)
4. Schedule or send immediately

Email Marketing

Send email campaigns to your client list.

1. Go to Growth > Campaigns > Email Marketing
2. Choose a template or create from scratch
3. Select recipients
4. Preview and send

Smart Gap Offers

Automatically detect empty slots in your schedule and send promotional offers to fill them.

1. Go to Growth > Campaigns > Smart Gap Offers
2. Configure: how far in advance to look, discount amount, which clients to target
3. The system identifies gaps and sends personalized offers

AI Copy Generator

Need help writing marketing copy? The AI Copy Generator creates:

• Social media posts
• Email subject lines
• Promotional text messages
• Client re-engagement messages

Go to Growth > Campaigns > AI Copy Generator.

Programs

Loyalty Program

Reward repeat clients with a points-based loyalty program.

• Clients earn points per visit or per dollar spent
• Redeem points for discounts or free sessions

Review Requests

Automatically ask satisfied clients to leave reviews.

• Configurable timing (e.g., 24 hours after session)
• Direct links to Google, Yelp, or Facebook review pages

Referral Program

Track and reward client referrals.

• Each client gets a unique referral link or code
• Both referrer and new client can receive rewards
• Track via Growth > Programs > Referral Program

Or text your assistant: “Sarah referred Rebecca” to log a referral.

Segments

Create client segments for targeted marketing:

• By visit frequency: Weekly, monthly, quarterly clients
• By last visit: Active, at-risk, dormant
• By service: Deep tissue regulars, Swedish preference, etc.
• Custom: Build your own criteria

Via Your Assistant

Your assistant can handle marketing tasks:

• “Run a 20% off promo for dormant clients”
• “Draft a holiday campaign message”
• “Who should I reach out to this week?”
• “Send a re-engagement text to David”