Care Plans

A care plan defines what customers see, when they receive messages, and how healing progress is tracked. Map the plan to service types to create care journeys from matching bookings and services.

Location: Settings → Forms & Care → Care Plans

Getting started

Two starter templates are available when creating a new care plan:

Quick Setup — A single aftercare email and a 2-week check-in. Includes placeholder content that demonstrates markdown formatting.
Comprehensive — Three healing stages, three scheduled messages, and a 28-day duration with a progress bar. Also includes placeholder content as a formatting guide.

Both templates are starting points. Edit the content to match your studio’s aftercare instructions.

You can also duplicate an existing plan to create variations (e.g. a version for color tattoos vs. black-and-gray), or use the Add defaults option in the overflow menu to populate sample plans for selected service categories.

Plan editor

From the plan editor you can edit the name and description inline, and access Assign (opens Care Plan Mappings), Share, Preview, and Save.

Journey overview timeline

The editor’s journey timeline covers the full journey:

Phases (before service / after service)
Scheduled messages
Follow-up prompts
The service date
Healing end

It tracks your edits to stages, messages, and settings live.

Healing settings

Healing duration — How long the healing process lasts (days, weeks, or months).
Auto-start delay — How long a session without a booking waits before aftercare begins automatically if nobody ends it (default: 4 hours). A booked session waits until the appointment’s scheduled end instead. Ending any session starts aftercare immediately. See When aftercare starts for details.
Progress bar — Toggle whether customers see a healing progress bar on their care page.

Before the service (precare)

An optional section for instructions your customer should follow before their appointment, written in Markdown. Studios commonly cover what to avoid beforehand, how to prepare the area, and any procedure-specific preparation the studio requires.

Precare content is displayed on the public care plan page, which you can share on your website or in confirmation emails so customers can prepare ahead of time. See Precare for how precare delivery works.

Aftercare instructions

The main aftercare content — the equivalent of a printed aftercare sheet, written in Markdown.

This content appears on the customer’s care page and on the public care plan page. Common topics include washing routine, what to avoid, what’s normal during healing, warning signs to watch for, and product recommendations.

Healing stages

Define the phases of the healing process as a visual timeline. Each stage includes:

Name — e.g. “Initial Healing”, “Peeling Phase”, “Final Healing”
Timing — Before or after the service
Start and end day — When this stage begins and ends. Stages auto-increment their start day based on the previous stage.
Duration — Auto-computed from start and end days.
Instructions — Stage-specific guidance in markdown.
Image — Optional photo showing what the area typically looks like during this stage.

The customer’s care page carries these stages, with their current stage marked.

Scheduled messages

Automated emails sent at specific times relative to the service. Each message includes:

Timing — When to send (minutes, hours, days, weeks, or months before or after the service). Aftercare messages are timed relative to when aftercare actually starts — see When aftercare starts.
Subject line
Message body — Supports template variables for personalization.

Messages are grouped by timing (before/after) in the editor. You can add as many messages as your care plan needs.

Messages scheduled before the service are anchored to the appointment when a booking is approved or its required deposit is paid. A message whose scheduled time has already passed is skipped instead of being sent late. Rescheduling moves unsent precare messages to the new appointment time. See Precare.

Template variables

Use template variables to personalize messages with customer and service details. Insert them from the variable picker in the message editor. Available variables include fields like customer name, service type, artist name, studio name, and a link to the care page.

Follow-up

Two optional follow-up prompts that appear on the customer’s care page after a configurable delay:

Review prompt — Asks the customer how their experience was. The response is sentiment-gated:

Positive or neutral → Redirects to your studio’s review platform (Google, Yelp, or Facebook). Requires review platforms to be configured.
Negative → Feedback is sent privately to the studio, giving you a chance to address the issue before it becomes a public review.

Rebooking prompt — A custom follow-up message encouraging the customer to book their next appointment (e.g. a touch-up or downsizing). Appears after a configurable delay.

Review platforms

For the review prompt to work, configure at least one Google, Yelp, or Facebook review URL under Settings → Cloud → Studios → [studio] → Social. Positive and neutral feedback opens the configured review platform. See Studios.

Artists can also configure their own review links on their profile. When an artist has review links set up, they appear alongside the studio’s review links on the care page review prompt, giving satisfied customers the option to review the artist directly.

Example configurations by service type

	Tattoo	Piercing	PMU / Microblading
Healing duration	14–30 days	56–365 days (varies by placement)	14–42 days (varies by procedure)
Progress bar	Yes	Consider disabling (long timelines can be discouraging)	Yes
Auto-start delay	4 hours (default)	1–2 hours	4 hours
Review prompt timing	Day 14	Varies by piercing type	After healing completes
Precare emphasis	Light	Light	Heavy — PMU studios usually require specific preparation
Rebooking	Usually not needed	Downsizing at 4–6 weeks	Touch-up at 6–8 weeks

Configuration notes:

Tattoo — A standard 4–5 stage progression works well (fresh, peeling, itching, settling, healed).
Piercing — Create different plans per placement, since placements heal on very different timelines. Disabling the progress bar avoids showing “Day 45 of 365”, which can feel discouraging.
PMU / Microblading — Stage images earn their place in phases where the healing look changes dramatically, so customers can see what their plan describes as normal.