Feature 07 · Stay in control
The routine parts happen whether or not anyone remembers
Reduce reminders, notifications, follow-ups, and recurring actions that depend on someone remembering to trigger them.
Automations run across the whole workflow — bookings, payments, the client journey, the team, finance and marketing — not as a separate step at the end.
Automation Library
When
Then
Presets cover bookings, payments, client journey, team, finance and marketing.
Toggle one on — that is one less thing to remember.
What this solves
The three things that usually go wrong
Reminders only go out when someone is free
A schedule fires them, on time, every time.
Each new booking means the same five manual steps
Booking automations do the confirming, assigning and scheduling on their own.
The owner is the notification system
Digests and notifications reach the right people directly.
What is inside
Every capability, and what it actually does
Pick any capability to see what it means in day-to-day operations.
Where automations run
Setting them up
Staying informed
In practice
Automations run across the whole workflow — bookings, payments, the client journey, the team, finance and marketing — not as a separate step at the end.
Built and run inside a working studio since 2022.
Where this connects
This is one part of a connected operation
Nothing here works in isolation — the context arrives from one side and carries on to the other.
Comes from
Leads and sales
Follow-up sequences keep quotes alive without manual chasing.
Go to leads and sales →Leads to
Payments and finance
Payment reminders and receipts run on the schedule the booking sets.
Go to payments and finance →Runs alongside
Client experience
The client stays informed at every stage without anyone drafting a message.
Go to client experience →Who this helps most
See it for your kind of business
Questions
Before you ask
No. The automation library ships with preset workflows across bookings, payments, the client journey, team and operations, finance and marketing.
Any automation can be switched on or off, and you can see exactly what each one does before enabling it.
Automations fire on events in the workflow — a confirmation, a due date, a delivery — not on a timer unrelated to their booking.
Yes. Workflows can be scoped so a wedding package and a portrait session do not get the same sequence.
See what connected operations could look like for your business
Automation is one of eight parts of the operation Simplifi connects. The next step is seeing how the whole workflow could fit your business.