Introduction
Workflows let SalesRevv act on specific moments in your business, like a birthday, a booking reminder or a class milestone. Watch the video for the full walkthrough. The key points are below.
You'll find Workflows under AI HQ > Workflows.
Workflows vs. Pipelines
Pipeline: A journey a client goes on until they reach a goal, like booking their first class.
Workflow: An action based on one specific event, like a birthday or an upcoming booking.
Two Types of Workflows
Events: Something happens, and the workflow runs. For example, an intro no-show or a package purchase.
Scans: SalesRevv checks your system on a schedule, such as every 15 minutes or every morning, and runs the workflow when it finds a match. For example, birthdays or booking reminders.
Turning On a Template
Click Templates in the top-right corner.
Select the template you want.
Click Add Workflow.
Open Settings and activate the workflow.
Important: Some templates depend on information your booking system shares with SalesRevv, so not every template may be available to your location.
Quick Edits
Change who's included: Adjust the filters in Settings, then use Preview to check who matches.
Change what happens: In Steps, switch the action between a staff task and an AI text message, and pick a template.
Make a variation: Duplicate a workflow you like and change one detail.
Always click Save after making changes.