Automated Client Communications
Three Square-aligned touchpoints fire automatically based on event dates in your leads database. No assistant needed — the system handles every client communication on schedule.
T-14 Days
Final Balance Invoice Reminder
Square automatically sends the final balance invoice. This email reinforces the payment deadline and links to the booking page.
T-24 Hours
Day-Before Logistics Brief
Arrival window, setup expectations, power requirements, and venue parking instructions — everything the client needs the night before.
T+12 Hours
5-Star Google Review Request
Post-event text message with a direct link to the Google review page. Drives SEO and social proof continuously.
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Active Bookings
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Upcoming Sends
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Already Sent
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Total Sent (log)
Upcoming Touchpoints (±30 days)
Recent Send Log
How It Works
Trigger conditions
- • Lead stage must be: booked, deposit_paid, paid_full, or completed
- • Lead must have a client email address
- • Lead must have an event date (YYYY-MM-DD)
- • Scheduler runs every 6 hours automatically
Deduplication
- • Each touchpoint fires exactly once per lead
- • Tracked in the client_comms_log database table
- • Server restarts never cause double-sends
- • Use "Resend" button above to manually override