Open Sales Tools → Automation → Create new. Enter a name, select the services shown in the form, review Send to clients and the completed-appointment requirement, then review the message and any available sending controls. Confirm the supported sending channel and connection with Support before enabling delivery. Test eligibility and inspect Automation history; saving a rule does not prove a message was delivered.
Illustrated guide
Give the automation a clear Name.
Select the services that define the audience.
Choose when to send to clients.
Set the minimum completed appointment count required by this rule.
Write the message, then scroll to Send Via, discount options and Save. Verify delivery separately using an authorized test.
