Win back clients who stopped coming

Clients drift away when life gets busy. The Lapsed triggers start a workflow when a client hasn't been back for a while, so you can invite them to book again.

How Softalon decides a client has lapsed

A client's last visit is the start time of their most recent Completed appointment. Softalon counts from that moment:

The trigger doesn't fire if, at that moment:

• the client has an upcoming appointment that is Awaiting Payment, Awaiting Confirmation or Confirmed,
• the client visited again, which starts the count over, or
• the client is blocked.

Clients who have never completed an appointment don't have a last visit, so these triggers never fire for them. There are no other day counts.

1. 1

   Step 1 of 3

   Create the workflow

   Go to Workflows, click Create Workflow and choose From Template. Pick a lapsed client template, such as Client Lapsed (60 days), if one is listed, and click Continue.

   To build it yourself, choose From Scratch and set the trigger to Client › Lapsed (30 days), Lapsed (60 days) or Lapsed (90 days).

2. 2

   Step 2 of 3

   Write the invitation

   Add or edit a Send Notification step. The client is the event's main record, so use variables like {{ $event.data.object.emailAddress }} as the email recipient and {{ $event.data.object.firstName }} in the text.

   Include a link to your booking site so the client can book in one tap. Your salon's domain is available as {{ $salon.primaryDomain.name }}.

3. 3

   Step 3 of 3

   Save and turn it on

   Click Save, then make sure the workflow's switch is on on the Workflows page.

   You will see:

   The card shows the trigger, for example Client - Lapsed (60 days).