Can I automatically notify clients about their loyalty points or progress?

CitaFlow doesn’t keep a loyalty points balance, but it can send an automatic message when a client reaches a number of appointments, with the “Client milestone” automation.

How to set it up

1. Go to Chatbot → Marketing → Automations and press “New automation”.
2. Choose the “Client milestone” trigger and enter the “Number of appointments”.
3. Add the message: a WhatsApp template approved by Meta or a Telegram message.
4. Turn it on.

The message goes out when the client reaches exactly that number of appointments. If you want to notify them at several points, create one automation for each number.

Keep in mind

• Marketing is part of the AI Chatbot.
• It is only sent to clients who have agreed to receive marketing messages.
• On WhatsApp you need your number connected and a template approved by Meta (allow 24 to 48 hours for review). Meta charges those sends directly to the card on your WhatsApp account: it is a Meta fee, all of it goes to Meta, and CitaFlow doesn’t charge it or keep any of it.
• On Telegram the text is free and there is no per-message cost, but it only reaches clients who have already messaged you on Telegram.