How to create Automation

How to create Automation

Streamlining Customer Reminders Through Automation

Automation is a crucial feature that helps businesses remind customers about services they have availed. This documentation outlines how to set up service reminders and other types of automations.


Accessing Automation

To find the automation feature:

  1. Navigate to the main menu.

  2. Click on the Marketing section.

  3. Select Automation.


Creating a Service Reminder

To create a reminder for a specific service (e.g., hair care):

  1. Click on Service Reminder.

  2. Enter a descriptive name for the reminder (e.g., "Hair Color Automation").

  3. Set the reminder to be sent after a specified duration (e.g., 30 days post-service).


Configuring the Reminder

  • By default, all service categories are selected. You can deselect them if necessary.

  • Ensure the correct service category is selected (e.g., Hair Color).

  • Customize the message to be sent. You can choose from pre-defined templates or create your own.


Saving the Automation

Once you have configured the reminder:

  • Click Save to activate the automation.

  • The system will now automatically send reminders to customers after they receive the specified service, aiding in customer retention.


Other Automation Types

In addition to service reminders, you can set up:

  • Special Occasion Automations: Reminders for birthdays or anniversaries.

  • Expiry Automations: Notifications for expiring packages or cashback offers.


    • Related Articles

    • How to create Membership Program (Pay 10K get 12K)

      Create Plan That Rewards and retains your customers <br> Note:Due to recent updates, some screens may look slightly different, but the steps remain the same. Contact us if you need assistance!Steps: Navigate to the main menu. Select Manage and ...

    • Creating New Coupon Codes

      Step-by-step guide to generating and configuring a coupon code for your customers In this tutorial, you’ll learn how to create a unique coupon code for your salon promotions. We’ll walk you through the process of setting up a coupon, from generating ...

    • How to Set Up a Cashback Loyalty Program

      Reward and Regain Customers with a Cashback Program in Zylu <br> Steps: Open the Zylu app and go to "Manage" in the main menu. Navigate to "Marketing" and select "Loyalty Program." Click on the "Cashback" tab. Press the plus button to create a ...

    • Creating, Billing, and Redeeming Gift Cards/Vouchers in Zylu

      Step-by-step guide to using gift cards in the Zylu app This video shows you how to manage gift cards in the Zylu app. You’ll learn how to: Create a new gift card with custom details like name, validity, value, and price. Bill the gift card to a ...

    • How to setup a Prepaid Card

      Simple Setup of Prepaid Card (Pay $100, Get $120 Balance) <br> Steps: Accessing the System From the main menu, navigate to Marketing. Click on Membership and then add New. Setting Up the Offer Enter the offer details: Pay $100, get $120. Choose ...

    • Popular Articles

    • Getting Started with Bookings & Sales on Zylu: A Step-by-Step Guide

      How to Get Started with Bookings & Walk-Ins in Zylu . This guide will walk you through managing bookings, walk-ins, adding new customers, selling services and products, and sending invoices through Zylu. By following these steps, you’ll streamline ...

    • How to send a WhatsApp Campaign for Holiday Discount

      Step-by-Step Guide to Engaging Customers with Festive Offers WhatsApp Campaign In this tutorial, we'll walk you through the process of creating and sending a WhatsApp campaign to promote your holiday discounts. <br> Steps: Log into your Zylu ...

    • Billing Process (Walk-In Customer)

      A step-by-step guide to efficiently handle transactions for walk-in clients. In this tutorial, you'll discover how to bill walk-in customers using the Zylu salon management app. Whether it’s a first-time visitor or a regular client, we’ll walk you ...

    • Zylu Quick Start Guide in Under 4 Minutes

      <br>Introduction Welcome to Zylu! This quick and easy guide will walk you through the essential steps to set up and start using Zylu to run your salon efficiently. We’ve designed this to make sure you’re set up in no time so that you ...

    • Reports of Booking, Expenses, and Tips

      <br> Introduction: Reports help you track and analyze your salon's performance. In this module, you’ll learn how to view reports for bookings, expenses, and tips. Accessing Reports From the Main Menu, go to Reports. Here, you will see ...