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Workflows

Automate and Streamline Your Business Processes

CraftLink’s Advanced Workflows and Triggers feature provides a comprehensive suite of options to automate any business process, making it a powerful tool for increasing efficiency and personalizing customer interactions.

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Key Benefits Benefits Benefits

Efficiency
Personalization
Insights
Automations
Customization
Integration
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Key Features Features Features Features

Trigger actions based on appointment status changes, customer bookings, and more.

Automate workflows when contact details change, new contacts are created, tags are added or removed, and on specific dates like birthdays.

Initiate workflows from customer replies, form submissions, and survey completions.

Manage workflows triggered by call statuses, email events, sms replies and more

Handle triggers from social media lead form submissions on these platforms.

Manage workflows for new signups, completions, and status changes.

Automate actions based on changes in opportunity status or pipeline stages.

Initiate workflows when payments are received, useful for managing subscriptions and invoicing.

  • Automate workflows from actions like abandoned checkouts and order placements.

Advanced Tools Tools Tools Tools

IF/Else Conditions

Create branches in workflows based on specific conditions, providing a unique experience for contacts.

Chaining Workflows

Combine multiple workflows for complex automation processes.

Webhook Support

Enable real-time data exchange with external applications.

Dynamic Content

Personalize communications within workflows based on user behavior and preferences.

Workflow Recipes

Use pre-built workflow templates for common use cases to save time and ensure best practices.

Testing and Version Control

Test workflows before going live and maintain version history for easy troubleshooting and updates.

CraftLink’s Advanced Workflows and Triggers feature empowers your business to automate and streamline processes, driving efficiency, enhancing customer engagement, and providing valuable insights for continuous improvement. This robust tool ensures your business operations are both efficient and scalable, adapting to your growing needs.

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  • Address: 1945 Southtown Blvd Suite C, Dayton, OH 45439
  • Phone: 1 (855) 939 - LINK
  • Email: info@craftlink.pro
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At CraftLink, our expertise in understanding business operations, leveraging technology, and optimizing workflows was honed through running our own businesses.
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  • Phone: 1 (855) 939 - LINK
  • Email: info@craftlink.pro
  • Address: 257 Regency Ridge Drive Ste 245, Dayton, OH 45459
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Automating Workflows for a Spa to Streamline Operations & Client Experience

Client: A growing spa business with multiple services requiring a structured workflow system.

Challenge: The spa company struggled with managing its complex operations manually, leading to inefficiencies and lost revenue. Key issues included:

  • Multiple services with different requirements, making scheduling and tracking difficult.

  • A credit system with a 90-day expiration, requiring manual oversight and follow-ups.

  • Disclosures & consent forms, which had to be sent and collected manually before appointments.

  • Practitioner payouts, leading to administrative bottlenecks when calculating commissions.

  • Lack of automation, causing delays in client processing and reducing staff efficiency.

Solution: The business implemented Craftlink’s Automated Workflow System, which streamlined all operational processes. Key improvements included:

  • Automated Service Scheduling: Clients could easily book services with real-time availability updates.

  • Credit System Integration: The system automatically tracked client credits, applied them at checkout, and notified clients before expiration.

  • Digital Disclosures & Consent Forms: Clients received automated forms upon booking, reducing manual paperwork and ensuring compliance.

  • Practitioner Payout Automation: The system calculated payouts based on completed services and applied commission structures, eliminating manual calculations.

  • Seamless CRM Integration: All client interactions, credits, and payments were tracked, providing a complete customer history in one place.

  • Smart Follow-Ups & Reminders: Clients received automated reminders for appointments, expiring credits, and promotional offers.

Results:

  • Reduced administrative workload, allowing staff to focus on client service rather than manual processes.

  • Increased revenue, with better credit utilization and fewer lost opportunities from expired credits.

  • Improved client experience, as automated disclosures and reminders enhanced professionalism and efficiency.

  • Faster & accurate practitioner payouts, eliminating disputes and streamlining compensation.

  • Higher appointment retention, with automated follow-ups ensuring clients return regularly.

Conclusion: By implementing Craftlink’s Automated Workflow System, the spa transformed its daily operations, reducing manual tasks while improving efficiency, revenue, and customer satisfaction.

Looking to automate your business workflows? Let Craftlink help you streamline your operations today!