Automation for Pabau
Pabau, with every consultation followed up.
Aesthetics clinics run on consultations. Pabau already reminds, markets and asks for reviews. We automate the part between a lead arriving and a treatment being booked, and the gap between sessions in a course.
Start from what’s there
What Pabau covers, and what it leaves.
What Pabau already does
Practice management built around aesthetics clinics and medical spas: online booking including Google's Book Online, SMS and email reminders, SMS marketing, and review requests that send happy clients to Google. It connects natively to HubSpot, GoHighLevel and WhatsApp, among others.
Where clients still slip
Leads from ads and social media arrive at all hours, and a reply the next morning can be too late. After a consultation, a client who wants to think it over needs a timely, personal follow-up, not another marketing message. And a course with set intervals between sessions depends on the client booking the next one.
What we automate
How it works, step by step.
- 01
New lead, answered as it lands
Starts when: a lead is created in Pabau, from a form, an ad or a manual entry.
- Pabau's lead-created webhook reaches the automation straight away.
- The lead gets an email with information about the treatment they asked about and a link to book a consultation.
- Your coordinator is notified with the lead's details and where it came from.
- If no consultation is booked after a set time, a second email goes, then the lead goes on a call list.
- 02
Consultation to treatment
Starts when: a consultation has taken place and no treatment is booked.
- Appointments are checked through Pabau's API for consultations with nothing booked after them.
- After the window you set, the client gets a follow-up in the practitioner's name, in wording the clinic has approved.
- Questions in reply go to the practitioner, not a general inbox.
- A booked treatment ends the follow-up.
- 03
Next session in a course
Starts when: a client has finished one session of a multi-session course with nothing booked for the next.
- Completed sessions are checked against the interval for that treatment.
- As the next session comes due, the client gets a reminder to book.
- If they still haven't booked, the clinic gets a note to call.
- Booking or opting out stops it.
What it connects to
Pabau, wired into the rest.
Ad and website lead forms
Leads land in Pabau as leads, so the team works them where they already work.
HubSpot or GoHighLevel
If you use either, Pabau's native integration stays in place and we build around it.
Your coordinator's notifications
New leads and unbooked consultations arrive with the details needed to call.
A consultation report
Leads by source, followed through to consultation and treatment.
The connection
Through Pabau's API and webhooks.
Pabau has an API with OAuth access, and webhooks set up through its Private Apps covering clients, appointments created or cancelled, leads created and sales. Where a native Pabau integration already does a job, we use it rather than rebuild it.
Pabau's own reminders, SMS marketing and review requests stay as they are. Client records in an aesthetics clinic can include medical history, so what is read and kept is agreed before access is granted.
Who it suits
A good fit if…
You run an aesthetics clinic, skin clinic or medical spa on Pabau.
Leads from ads and social arrive faster than the team can reply.
Consultations don't reliably turn into booked treatments, or clients drift between sessions of a course.
If your clinic fills from a waiting list and doesn't advertise, the lead automation won't have much to do.
FAQ
Pabau automation, answered straight.
Pabau automation
Pabau already sends reminders and marketing. What does this add?
Reminders cover booked appointments and marketing goes to your list. This covers individual follow-up: a new lead answered as it arrives, a consultation that didn't book, and the next session in a course.
Can follow-ups mention anti-wrinkle injections?
Botulinum toxin is a prescription-only medicine, and UK advertising rules don't allow prescription-only medicines to be promoted to the public. Follow-ups stay factual and about the consultation the client already had, and the clinic approves every message.
Does it work if we use HubSpot or GoHighLevel?
Yes. Pabau connects to both natively, and we build around that link rather than duplicating it.
Keep reading
Related pages.
- AI Automation
Every automation module we build, and how an engagement runs.
- Clinics & practices
The website, automation and agent work we do for clinics and dental practices.
- Semble automation
Practice management and EHR built for private clinics and specialists.
- Cliniko automation
Allied-health practice management for physio, osteo, chiro and more.
- Dentally automation
Cloud-native dental practice management, the leading cloud alternative for UK practices.
- All software we connect
The full reference, by industry and by job.
Ready to stop the leak?
Tell us where enquiries are slipping through, and we’ll show you what to build first.