The follow-up you keep forgetting, done automatically every time.
Automations watch what happens in your business - a booking, a completed visit, an unpaid invoice - and respond with the right message at the right moment. Reminders, confirmations, review requests, and payment nudges go out without anyone remembering to send them.
Follow-up is the first thing a busy day drops
Every operations team has the same silent leak: the follow-up that never happened. Automations plug that leak with rules that fire on real events, so consistency stops depending on how busy the day was.
The reminder that never went out
It was on a sticky note, in someone's head, on the list for later. Then the day got busy, the client forgot too, and a booked slot turned into an empty room.
trending_downOne forgotten reminder = one unsold slotInvoices age while everyone is busy
Nobody enjoys chasing money, so nobody does - until the invoice is six weeks old and the conversation is awkward. Silence is the most expensive collections strategy there is.
trending_downEvery silent week makes collecting harderConsistency depends on the day
On calm days every client gets confirmed, reminded, and followed up. On slammed days, nothing goes out. Same business, two completely different experiences.
trending_downYour busiest days get the worst follow-upChain the whole follow-up, not just one message
Pick the event that matters - a booking created, a visit completed, an invoice going stale - and hang a sequence off it: messages, waits, and conditions that fire in order, every single time, for every matching client.
- checkTriggers from bookings, jobs, invoices, and forms
- checkTimed delays between steps - minutes, days, or "the day before"
- checkTemplates that fill in the real names, times, and amounts
Automatic, but never annoying
Automation is only useful when clients still like you afterwards. Deduplication makes sure nobody gets the same message twice, quiet rules hold sends until a civilized hour, and everything that went out is logged where you can see it.
- checkDuplicate messages suppressed automatically
- checkLate-night sends held until morning
- checkA full send log for every rule and contact
Everything the follow-up machine needs
Event triggers
Start a workflow when an appointment is booked or changes status, an invoice ages, or a form is submitted.
Multi-step sequences
Chain messages with delays - confirm at booking, remind the day before, follow up after the visit.
SMS and email actions
Reach clients on the channel they actually read, with templates that fill in the real details.
Guardrails built in
Deduplication and quiet rules keep automations helpful instead of spammy.
Build your first rule in minutes
Pick the trigger
Choose the event that should start the workflow - booking created, visit completed, invoice unpaid.
Define the actions
Add the messages, delays, and conditions that should follow.
Let it run
The workflow fires for every matching event from then on, and you can see what it sent.
Follow-up that happens even on the worst Tuesday.
Rules fire on real events - bookings, visits, invoices - so the client experience stays consistent when the day is anything but.
Built for the people who send the same message daily
Office managers
Stop spending mornings sending the same reminders by hand.
Finance teams
Collect faster with polite, persistent payment follow-ups that never get awkward.
Owners
Make the customer experience consistent even on the days everything is on fire.
Triggers come from where the work already lives
Automations watch the same records the rest of Genaya runs on - so triggers are real events, not imported spreadsheets.
Schedule
Appointment triggers come straight from the board - reminders match the real time, even after a reschedule.
Invoices
Unpaid invoices age into polite nudges automatically - and stop the moment the payment lands.
Inbox
Automated messages land in the same threads your team already works, so replies always have context.
Bookings
Self-serve bookings kick off confirmations and reminders the moment a slot is claimed.
Questions teams ask before automating
Real operational events: appointments being booked or coming up, appointment status changes, invoices going unpaid, form submissions, and more. Each trigger can start a sequence of timed actions.
No. Automations include deduplication and sensible send rules, so each contact gets the right message once, at a reasonable time.
No. You pick a trigger, add the messages and delays, and turn it on - all visually. If you can describe the follow-up you want, you can build it.
Yes. Every run is logged: which event fired it, what was sent, on which channel, and when. You can audit the whole trail for any contact.
Yes. Templates fill in live details from the record - names, dates, times, and amounts - so every message reads like a person wrote it about this exact client.
Ready to stop remembering the follow-up?
Build your first rule this afternoon and let it run every day after.