Workflows: the automations running your school

Everything the platform does automatically — reminders, follow-ups, review requests, the missed-call text — is a workflow. You never have to build one, but you should know what they look like and which ones are working for you.

1. 1

   Trigger, then steps

   Every workflow reads the same way: a trigger at the top ('appointment booked', 'call missed', 'form submitted'), then the steps that follow — send this text, wait a day, send this email, notify the owner. Open Automation → Workflows and click any of them; they're readable in plain language.

2. 2

   What's already running for you

   The standard build includes: appointment confirmations and reminders, the missed-call callback flow, post-flight review requests, and lead-nurture follow-ups. Some schools have more — winback campaigns, seasonal pushes — added on request.

3. 3

   Some steps wait for a human

   Not everything should be automatic. A workflow can pause and create a task for a person — 'call this lead yourself' or approve a text before it sends — when a human touch converts better than a robot. You'll see these as tasks on the contact.

4. 4

   Check a workflow before you worry

   Wondering 'did the reminder go out?' Open the workflow and you can see which contacts are inside it and which step they're on. Thirty seconds of looking beats an hour of wondering.

5. 5

   Don't edit — request

   Workflows interlock: the reminder flow assumes the booking flow tagged the contact, and so on. A well-meaning edit can silently break a chain. Text us the change you want — new wording, different timing, another step — and we'll make it safely.