An automation is a rule that runs on its own. For example: "7 days after signing up, if they haven't bought anything, send them a WhatsApp".

  1. Go to CRM › Automations and click New automation.
  2. When does it start? Under Situation, choose what triggers it, for example A client signs up.
  3. Add the steps in order: waits, conditions and actions.
  4. Under Settings, give it a name.
  5. Turn on Active and click Save.

Each automation in the list shows how many clients are in progress and how many have completed it.

An example

A client signs up → Wait 7 days → If they bought a membership → Move to the "Clients" column; if not → Send WhatsApp.

Tip: if it's your first automation, start from a template. You'll only need to adapt the messages.