Automations & Messaging
Reminders, follow-ups, and templates that send the right message so you don't have to remember.
- Create your first automation
Build a rule that sends an email, a text, or a webhook every time something happens in your practice — one trigger, one action, live in about five minutes.
- Automation triggers and actions
A reference for all eight automation triggers and all three actions — exactly what makes each trigger fire, whether it carries a client you can email or text, and which pairings actually reach someone.
- Use variables in automation messages
The nine variables you can drop into an automation's email or text message, what each one fills in, and what a client sees when a variable has nothing to fill in with.
- Test an automation before you rely on it
What the Test button on an automation actually sends, which inbox or handset it lands in, and the things a passing test still does not prove.
- Choose which emails you and your clients receive
Walk the Notifications tab card by card — the alerts that come to you, the emails your clients receive, the reminder before your own sessions, the morning digest — and understand why nothing changes until you press Save.
- Send booking emails from your own domain
Register your own sending domain in Calso, add the DNS records it hands you, verify it, and have every client email arrive from your address instead of calso.io.
- How clients unsubscribe from your emails
What a client can and cannot switch off when they unsubscribe from a Calso email, which booking emails keep arriving regardless, and how to get someone back on your list.
- Sync booking contacts to Mailchimp or Kit
Connect Mailchimp or Kit so everyone who books through your booking page is added to your email list automatically, with the tags you choose.