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Automations

Marketing vs transactional and consent

Which messages need marketing opt-in.

Last updated 11 September 2026

Transactional automations cover appointment lifecycle, waitlist, forms, patch tests and payment receipts. They send because the client has a relationship with your business about that booking.

Marketing automations include Abandoned booking, win-back, birthday and similar retention messages. They require marketing consent on the selected channels. If the client has opted out of marketing, those automations are suppressed.

Hard suppressed clients never receive either type.

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