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Care Plans

A care plan contains the instructions, healing stages, emails, and follow-up prompts for a service. Map the plan to service types to use it for matching bookings and services.

Location: Settings → Care → Care Plans

New plans start from one of two templates:

  • Quick Setup includes an immediate aftercare email, a two-week check-in, and an immediate review prompt. The progress bar is off.
  • Comprehensive includes three healing stages, three emails, a 28-day healing duration, and a review prompt at day 14. The progress bar is on.

You can Duplicate an existing plan or select Add defaults from the overflow menu to add sample plans for selected service categories.

Edit the plan’s name, description, instructions, and timing; use Assign to set its mappings, Share for its public page, and Preview to check the content before saving.

  • How long does healing take? sets the length of the plan’s healing timeline in days, weeks, or months.
  • Auto-start aftercare after sets the delay for sessions without bookings. The default is four hours from session creation. Booked sessions follow the booking’s scheduled end; ending a session starts aftercare immediately. See When aftercare starts.
  • Show healing progress bar on care page controls healing progress on the customer’s care page. A healing duration is also required.

Write optional preparation instructions in Markdown. Customers can read them on their care page and the public care plan page. See Precare for booking-based delivery.

Write aftercare instructions in Markdown. The customer’s care page and the public care plan page use this content.

Each stage has a name, before-service or after-service timing, start and end days, instructions, and an optional image. Its duration is calculated from the start and end days. The editor proposes the next start day when adding a stage.

Stages within the same phase cannot overlap in the editor. The customer’s care page follows the stages for the selected phase and marks the current aftercare stage.

Each email has a send time, subject, and message body. Precare timing is relative to the booking date; aftercare timing is relative to when aftercare starts. See Precare and When aftercare starts for scheduling rules.

Use the variable picker to insert customer, artist, studio, and service details into messages, including a link to the customer’s care page.

Set each prompt’s delay in days from the start of aftercare:

  • Review prompt collects the customer’s sentiment and optional private feedback. After positive or neutral feedback, customers can choose a configured studio or artist review link. Negative feedback stays private.
  • Rebooking prompt adds your follow-up message to the care page, with studio contact links.

Add public review links under Settings → Cloud → Studios → [studio] → Review Links. Artists can add their own links on their profile. Customers can submit care feedback without public review links. See Studios.