Form Automations

What Are Automations?

Automations run automatically after a client submits a form. Each automation checks a trigger condition and executes an action if it matches.

Trigger Types

Field value - triggers when a specific field answer matches a condition. For example: "If 'Do you have allergies?' equals 'Yes'."

Submission complete - triggers every time the form is submitted, regardless of answers.

Actions

Add alert - adds a visible info, warning, danger, or success badge to the client profile. Staff see this on the client card and during booking.

Block booking - prevents the client from booking until a staff member lifts the block.

Require staff review - flags the submission for manual review before the client can proceed.

Send notification - sends an email or SMS to the client, your staff, or both. The message uses your custom template text and is sent with your salon's branding.

Priority

Automations run in priority order (lowest number first). If multiple automations match, all matching ones execute.

Common Patterns

• Allergy flag: "If 'Do you have allergies?' = 'Yes' - add danger alert, require staff review"
• New-client review: "If 'Is this your first visit?' = 'Yes' - require staff review"
• Post-intake reminder: "On submission complete - send notification to staff"
• Consent gate: "If 'Do you consent to the treatment?' = 'No' - block booking"