Purpose

This article explains what automations are in Wellconnect, why they exist, and what you will (and will not) be setting up at this stage.

Scope

This article applies to new users setting up their first client-getting funnel and basic appointment handling.

What Automations Are (In Simple Terms)

Automations exist for one reason only:
To ensure your system continues working when you are busy.

They are not designed to:

• Replace you

• Add complexity

• Create advanced logic

Instead, they ensure that:

• No enquiry is ignored

• No booking is forgotten

• No client wonders what happens next

In practical terms, an automation simply means:

“When this happens, do this automatically.”

Example

• When someone books a call

• Send a confirmation message

• Notify the relevant team member

Nothing more.

You are not building systems or flows.
You are turning on helpers that save you time.

What We Are NOT Doing

At this stage, you are not:

• Building long email sequences

• Creating complex follow-ups

• Segmenting audiences

• Running marketing campaigns

Those can be added later if needed.

Right now, the only problem being solved is:

“What happens automatically after someone contacts or books with me?”

Automations You Will Create

You will create exactly two automations:

1. Discovery Call Confirmation
   Ensures people know their booking worked and show up.

2. Booking Reminder / Service Appointment Automation
   Ensures appointments are confirmed and tracked after payment.

Both automations are:

• Pre-built from templates

• Easy to test

• Reliable once tested successfully

What if you got stuck?

Please book a 15-minute troubleshooting session with our tech team using the link from your first onboarding email.

If you can’t find the link, contact us at:
support@wellconnect.freshdesk.com

All done! Now what?

Move to day 4 - Part 2: Setting up Essential Automation > > >