Marketing overview
Customer tags, email campaigns, automations, and usage in the Marketing section.
Quick answer: Open Marketing in the business sidebar for customer tags, email campaigns, review automations, and usage. Individual and Team plans include marketing email tools.
Overview
Marketing helps you stay in touch with customers who have opted in — segment them with tags, send email campaigns, and automate review requests after appointments. Booking confirmations and appointment reminders are separate transactional emails and do not use your marketing allowance.
- Customers — search your directory, assign tags, and manage email marketing opt-in
- Campaigns — compose and send one-off marketing emails to all customers or a tag
- Automations — send review request emails after appointments end
- Usage & packs — see monthly usage and buy extra email credits
Screenshot coming soon
Plan requirements
The Customers tab is available on every plan. Email campaigns and automations require Individual or Team. Free includes transactional booking emails (confirmations, cancellations, and alerts) — upgrade for marketing tools and appointment reminders.
Features by planRead →Transactional vs marketing email
Transactional emails send automatically when something happens — booking confirmations, reminders, reschedule notices, and message alerts. Marketing emails only go to customers who opted in and count against your monthly allowance or credit packs.
Email features by planRead →Marketing email credits & usageRead →Common questions
Frequently asked questions
Marketing is available to business owners and admins. Staff members use the customer directory and messaging inbox for day-to-day contact.
Related articles
Marketing
Customer tags & marketing consent
Tag customers, manage opt-in, and segment your audience for campaigns.
Marketing
Email campaigns
Create, preview, and send marketing emails to opted-in customers.
Marketing
Review request automation
Automatically email customers after appointments to ask for a review.
Marketing
Marketing email credits & usage
Monthly allowances, credit packs, and how marketing email usage is counted.
Plans & billing
Email features by plan
Booking confirmations, reminders, and business notification emails on Free vs paid plans.
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