Turn on a ready-made flow
The four starter journeys, which one to switch on first, and exactly what happens the moment you activate it.
2 min readUpdated August 15, 2026Managers · Owners
The blank version of this screen is intimidating and the finished version is four messages. Templates are the shortcut between the two.
New flow on the flows list opens a menu with three ways to start: Describe it, where you say what should happen and the AI drafts it; From a template; and Build it myself.
The four starters
- Welcome new clients — starts when a client is added. A text now, three days' wait, then an email about what to expect on a first visit.
- Post-visit thank-you & review — starts when an appointment completes. Waits two hours, then thanks them and invites a review.
- Win back lapsed clients — manual only. A "we miss you" text, five days' wait, then an email inviting them back.
- Birthday treat — starts on a client's birthday. One warm message.
They're deliberately short. Each is a sensible skeleton rather than a finished journey, and the copy is written to be replaced.
Turning one on
- 1
Press New flow, then From a template.
- 2
Press Use on the one you want. It creates a draft flow and opens it.
- 3
Read every message and rewrite it in your own words. The starter copy is correct and generic; your clients can tell the difference.
- 4
Check the Details tab — the trigger, how often a client can enrol, and the goal you want it measured against.
- 5
Press Activate.
What activation actually does
This is the part worth being clear about, because it's the only irreversible- feeling step in the product that doesn't look like one.
From the moment you activate, the flow is live: every time its trigger fires, that client is enrolled and starts receiving messages, with no further action from anybody. Nobody reviews them. There is no outbox to check.
If the trigger is Appointment completed in a busy salon, that's a message per client per visit from today onwards.
Three things soften it, and they're all worth knowing before you press it: messages are held during quiet hours rather than sent at 2am, clients who've opted out are skipped, and Deactivate stops new enrolments the moment you press it.
Before you activate
Send yourself a test. Open a message step to edit it and there's a test send at the bottom — put your own number or address in and press it. Reading a text on your own phone catches things reading it on a screen does not, starting with length.
Then check the Details tab's Enrols setting. A welcome should fire once per client (lifetime); a thank-you should fire every time. Getting this backwards is the most common way a flow becomes annoying — and it's the one mistake the template can't make for you, because only you know which you meant.
Common questions
Does using a template send anything?
No. It creates a draft flow with the steps already written. Nothing reaches a client until you press Activate, and the dialog says so.
Which one should I turn on first?
Post-visit thank-you. It fires after every completed appointment, so you find out quickly whether the wording sounds like you — and a thank-you that lands slightly wrong is still just a thank-you.
Why is Win back lapsed clients set to Manual only?
Because "lapsed" isn't an event — nothing happens at the moment somebody stops coming in. You enrol a group into it yourself, from the flow's Enrolments tab.
Can I edit a template after using it?
It's an ordinary flow from the moment it's created. Rewrite every message if you like — you should, because the starter copy is deliberately generic.
Where do my own templates come from?
Save as template on any flow adds it to the same picker, so a journey you've tuned can be reused rather than rebuilt.
Related articles
- What a flow isFlows · A trigger, some steps and a goal — the three pieces every automated journey is made of, and how a flow differs from a campaign.
- Build your ownFlows · Picking a trigger, adding steps and waits, branching on a condition — and what happens when you edit a flow that's already running.
- Quiet hours and opting outFlows · The three rules that hold a flow message back, and the two ways a client stops hearing from you.
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