Available in PPC Labs
Follow the client relationship beyond a single visit.
These working features are still evolving. Enable the relevant feature under Admin → Business Settings → PPC Labs; these tools are not turned on by default.
Client Insights
See lifecycle stages such as prospects, new and established clients, returned clients, and clients who may need attention. Adjust the thresholds to reflect how your business operates.
Use it to: find new signups who have not booked, or clients on your high-value watchlist.
Lifecycle Automations
Set follow-ups for new clients who have not booked, clients who need a second booking, clients with no upcoming visits, lapsed clients, or your high-value watchlist. Choose timing and limit the audience with client segments.
Use it to: send a rebooking invitation when a client has no upcoming service.
Automation Analytics
Review sends, opens, clicks, audience reach, and later booking or payment activity. Use date ranges and the underlying records to understand what happened after a follow-up.
Read the results in context: later activity does not prove that an email caused a booking or payment.
Guided client onboarding
Help clients work through Profile, Pets, Forms, and Billing with clearer requirements, saved progress, and completion indicators before they request service.
Use it to: make it easier for a new client to return and finish their information.