Hi @jimbrown1, what's up?

I checked here and couldn't find a use case similar to yours. But if you have a plan with Pipefy, you can contact your AGM for possible modeling to meet your needs.

I appreciate you checking into it. I was hoping there might be some ideas from other studios or creative businesses using Pipefy, but I get that it might be a unique case!

For tattoo studios, there are some specific reminders we usually send to clients—like aftercare instructions and reminders to avoid alcohol or certain meds before a session. Automating these kinds of messages would be a huge help in keeping clients prepared and reducing the need for back-and-forth communication.

If connecting with my AGM could help brainstorm a customized workflow, I'll definitely look into it. Do you have any general tips for setting up automated reminders and appointment workflows in Pipefy? Even just some broad advice on phases, automation rules, or managing client communication within the system would be helpful as I start piecing things together.

Thanks again!

Pipefy allows you to integrate with email and messaging apps. Use automated emails to send clients updates on their appointment status or reminders about any prep work they need to do.