Birthday & First-Visit Anniversary Offer System
A done-for-you salon and spa automation built for the Spa Director, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Client birthdays and first-visit dates are pulled automatically from the booking platform each morning, and anyone with a birthday or first-visit anniversary in the coming week receives a personalized offer, such as a complimentary add-on or a percentage off their next service, valid for a 30-day window.
Redemptions are tracked automatically so the spa can see exactly how much return business the campaign drives, without anyone building a spreadsheet of dates by hand.
Clients feel remembered without staff having to keep a mental list of a few hundred birthdays.
- Mindbody or Vagaro
- Mailchimp or Klaviyo
- Zapier or Make.com
- Twilio (SMS)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done by hand, this depends entirely on a spa director remembering to check in, update records, and follow up, with no safety net if something slips. It's the kind of work that quietly eats hours every week.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
Often built alongside this one
Retail Product Restock Reminder System
Based on the size of the product a client purchased and its average days-to-empty (a 2-ounce serum lasts about 60 days, a shampoo bottle about 45)…
Maintenance Plan Renewal & Upsell Campaign
Thirty days before a customer's annual maintenance plan expires, this automation triggers a renewal sequence: a personalized email with the…
Loyalty Punch Card Digital Tracker
This automation automatically tracks each customer's order count toward a loyalty reward digitally, notifying them by text when they've earned a…
Recurring Donor Engagement & Retention Sequence
Recurring donors are automatically enrolled in a dedicated communication track separate from one-time givers, receiving a thank-you message after…
Upcoming-Vacant Unit Media Request Automation
When a unit is marked as upcoming-vacant, the automation automatically requests that updated photos or a video walkthrough be scheduled before the…
Daily Location Announcement & Pre-Order System
Each morning, the owner confirms the day's location in a simple form, and the system automatically posts it to Facebook, Instagram, and Google…