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Workflows

Set up a follow-up once. It’s checked for every client.

Rebook nudges, overdue chasers, welcome sequences — a trigger, a wait, an action. Start from a ready-made one or build your own.

✓ Ready-made workflows✓ Every run logged✓ Off until you switch it on
🔒 app.mywellops.com/workflows
Workflows list with active automations
↻Rebook nudge · loggedOliver S. · 2 days after session
✓Overdue chaserNoah T. · would send
Workflow editor: trigger, wait, send message
◷Wait 2 daysThen send the rebook message
The builder

A trigger, a wait, an action — that’s a workflow

Pick what starts it (a session ends, an invoice goes overdue, a new client signs up), how long to wait, and what to do — send a message, create a task, notify you. Keep it as a Draft until you’re ready to turn it on.

TriggersSession delivered, invoice overdue, client added, no session in 30 days.
ActionsMessage by email or SMS; create a task; notify you.
Run history

Every run, logged — so you always know what it would have sent

The activity log shows each time a workflow ran: for which client, what it would have done, and the result. Pause a workflow and it stops picking up new events; nothing is sent yet anyway.

Client on every runEach run shows which client it was about.
Pause any timeOne switch. Nothing new is picked up.
Workflow activity log listing each run per client
✓Every run loggedWho, what, when, result
How it works

Every workflow is three plain steps

No code and no flowcharts. If you can say the follow-up out loud, you can set it up.

1
WHEN THIS HAPPENS Something happens in your practice

A booking, a cancellation, an overdue invoice, a form that isn't back. You pick the one event.

EXAMPLEA booking is cancelled
2
ONLY IF Check it applies to this client

Optional. Narrow it down so it only runs when it should — a first visit, a service, a tag.

EXAMPLELess than 24 hours' notice
3
DO THIS Do the follow-up

Send a message, assign a form, notify someone — with a wait in between if you like.

EXAMPLESend the rebooking link
↻Then check what it would have done. Every run is logged, including the ones that stopped because a check didn't match.
Start with a ready-made one

19 workflows, already written

Grouped by where the client is in their journey. Pick one to read what it does, then change the wording and timing to suit you.

All 19Getting them inAround the sessionKeeping themGetting paidClosing properly
Never miss an enquiry›
Enquiry follow-up›
New client welcome›
Intake chase›
Post-booking form›
Appointment reminders›
First session prep›
Cancellations and no-shows›
Notes on time›
Post-session report›
Keep them booked›
Early dropout watch›
Homework nudge›
Progress reviews›
Win back›
Get paid›
Package renewal›
Paperwork and compliance›
The daily brief›
GETTING THEM IN
Intake chase
WHENThe intake form is assigned
ONLY IFNot completed after 3 days
DO THISRemind them, then notify you after 2 more days
Edit the wording and timingOpen in the builder ↓
What's live today

Build and switch on now. Sending is switched on next.

Until then, step 3 is recorded rather than sent — so you can check a rule is right before it ever reaches a client. Keep doing those follow-ups yourself for now.

1 · Watching for events✓ Live
2 · Checking it applies✓ Live
Run history✓ Live
3 · Sending to the clientComing next

The follow-ups, handled

Rebook nudges, overdue chasers, welcome sequences and win-backs, set up once — and every run is logged.

Ready-made workflows14 triggersEmail · SMSActivity logPause instantly

Real practitioners. Real results.

★★★★★

“The coaching session changed how I view my practice. I've increased my revenue by 30% while working fewer hours.”

Individual result. Outcomes vary by practice.
SSarah T.
Psychotherapist, UK
★★★★★

“Finally, a system that doesn't feel like it's designed for a hospital. It's clean, fast, and my clients love it.”

JJames R.
Counsellor, SA
★★★★★

“The GDPR compliance features take a huge weight off my shoulders. I can focus on my patients again.”

DDr. Priya M.
Clinical Psychologist

Frequently asked questions

Something else? Book a 20-minute demo.

Can I use workflows today?−

Build them, switch them between Active, Paused and Draft, and watch them run — what you cannot do is rely on one to reach a client, because the send is not connected. Setting them up now is not wasted: the rules are kept, and the run history tells you whether the logic is right. Keep doing the follow-ups yourself until we say the sending is on.

Will a workflow send something without me seeing it?+
Do I have to build one from scratch?+
Why sell something that does not run yet?+

Set it once. It watches from then on.

Start free. The ready-made workflows are waiting.