Save Time and Effort With Automations
Maximize your efficiency by automating workflows regarding task reminders and client communication.
Get Started in 3 Easy Steps:
Choose a Type and Trigger
Decide if you wish to send a message or create a task, and the action that will trigger it.
Adjust the Settings
Determine the timing, frequency and audience of the triggered action.
Automate Repetitive Work
Start saving time and introducing more automations into your workflow.
When This Happens
Automatically Do One of These Two
Membership Renewal
Remind clients to renew their memberships, or do it yourself manually.
You can do these two
Member Creation
Welcome new clients with helpful information that will help them get started with your business.
You can do these two
Lead Creation
Interact with leads so that they make purchases and become recurrent clients quickly.
You can do these two
Lead Conversion
Welcome in new recently converted leads and incentivize them to book sessions with you.
You can do these two
Trial Session
Check in with clients after their first session to hear their experience and encourage them to attend more sessions.
You can do these two
Absence
Reach out to clients that have been absent from your business and invite them to return.
You can do these two
Birthday
Show your client you care by sending them personalized birthday wishes or sales.
You can do these two
Missed Session
Check in with clients who have misses their session to reschedule or take further action.
You can do these two
After a Session
Ask your clients for their thoughts and feedback after sessions.
You can do these two
Q&A
Why and how should I use automations?
What is the difference between messages and task reminders?
What are my message delivery options?
Can all package holders enjoy automations?
Are there any more automations that can be created with Arbox?
Additional Tools
Session Notifications
Keep your clients updated and informed with automated reminders before sessions.
Digital Forms
PRO
Create forms and waivers that can be signed digitally and send them to your clients.