Marketing

The marketing area is where you turn one-time clients into regulars and regulars into advocates. Lilo AI handles the heavy lifting: building campaigns, picking audiences, suggesting timing, and writing copy in your voice.

Campaigns

Campaigns are one-off or scheduled email/SMS sends to an audience. Build manually, use a template, or let Lilo AI create the campaign end-to-end — copy, offer, and target audience — based on your data and goal. Track opens, clicks, and attributed bookings.

Front Desk and Service Provider roles can't send campaigns directly; Service Providers can request a campaign and a manager or admin sends it.

Marketing automations

Recurring campaigns triggered by events: welcome new clients, win-back lapsed clients, post-visit follow-up, birthday offers, membership renewal reminders. Configure once and they run continuously. Each automation has its own audience filter, message, timing, and exclusion rules.

Loyalty program

Configure a points program where clients earn on every visit and redeem for discounts, free services, or perks. Set earn rates per service, point values, redemption thresholds, and member multipliers. Tracking is automatic — no punch cards, no manual entry. Front Desk can redeem points at checkout.

Referrals

Reward clients who bring in new clients. Configure both sides of the reward independently: what the referrer gets and what the referred client gets when they book their first appointment. Referrals are tracked through unique links and codes; no manual matching required.