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AutomationsUsing Automation Studio

Using Automation Studio

Reviewed 2026-08-30

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Automations is where your salon designs marketing texts and emails that send themselves—after a booking, a quiet stretch, a product back in stock, and more. You need the Marketing add-on to create, edit, or publish. Drafts save as you go; only Publish starts reaching eligible clients.

Marketing add-on and who can edit

Journeys you build here are always marketing. To create, edit, or publish, the salon needs the Marketing add-on and your role needs permission for Automations. Without the add-on you can still browse, but editing stays locked.

Reminders managed by Orya

Some reminder automations show Managed by Orya and stay read-only. They follow your salon reminder settings, so you cannot rewrite them on the canvas.

Marketing vs appointment messages

Studio journeys never replace booking confirmations or appointment reminders. Those stay on their own path. A marketing STOP does not silence appointment texts.

Open the Automations list

Open Automations to review every draft, active, paused, and archived journey for this salon, plus totals like enrolled clients, goals reached, and credits used.

Use list actions

  1. Select Create automation to start a new journey.
  2. On a row, choose Edit to open the draft, or Runs to inspect delivery.
  3. When the status allows it, use Pause, Resume, or Archive from the row or header.

Health badge

If a journey shows a high-skip health badge, open its run history before you change the steps—often the fix is consent or contact details, not the copy.

Start from a recipe or pick a trigger

Starting a new journey opens ready-made recipes first. Triggers sit below if you want to start from a booking, client, product, or other moment.

Create automation

  1. Select Create automation.
  2. Choose a journey under Recipes, or scroll to Triggers to build from scratch.
  3. Select Use this recipe to install a draft you can customize.

When a recipe helps

Recipes give you a draft with a trigger and starter wording in English, Portuguese, and Spanish, so you tweak the voice instead of starting blank.

Edit the journey on the canvas or list

Open a journey to change waits, conditions, and send steps. On larger screens use the canvas under Steps; on phones, use Steps in order—the same flow, just as a list.

Saving does not go live

Edits save to the draft automatically. Saving does not activate the journey or change what clients already on a published version are walking.

Use editor header actions

  1. Open the automation so the editor header is visible.
  2. Select Publish, Pause, Resume, or Archive when those actions apply.
  3. After you have published once, select Test this automation to simulate the published path.

Publish when the checks are clear

Before you go live, review the pre-publish checks bar—it runs the same validations publishing uses. Blocking issues disable the publish action until the steps and message templates are fixed.

Publish locks a live version

Publishing creates a locked published version and turns the journey on for matching clients. Later draft edits stay private until you publish again.

Warnings vs blockers

Soft warnings (for example missing a goal exit or incomplete translations) do not block publishing. Fix blockers first, then decide if the warnings matter for your salon.

Contents

  • Using Automation Studio
  • Draft, publish, and what clients keep walking
  • Automation Runs and why messages are skipped
  • Marketing credits and automation sends

On this page

  • Marketing add-on and who can edit
  • Open the Automations list
  • Start from a recipe or pick a trigger
  • Edit the journey on the canvas or list
  • Publish when the checks are clear

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