Template Marketplace

Free automation recipes and booking-page templates built by the MsgHealth community. Install any of these straight into your account.

AgencyPage Template

Perimeter

A bold creative-agency site built around a freeform canvas hero — layered image, type, and rotated shape elements.

2 installs
GeneralCall Workflow

Lead Qualification & Callback

Screens new inbound leads with a few quick questions, then transfers hot leads live and schedules a callback for the rest.

2 installs
ReviewsCall Workflow

Post-Visit Review Request Call

An outbound-friendly flow that thanks a recent customer and asks for a review, branching by sentiment.

2 installs
Voice AICall Workflow

After-Hours Voicemail Capture

Greets after-hours callers, explains you're closed, and takes a detailed voicemail with a callback number.

2 installs
Lead GenPage Template

Consult Right

A consulting-firm landing page with a right-aligned booking form (soft corners, dark translucent card) designed for a paid-traffic funnel.

1 installs
GeneralCall Workflow

Business Hours & FAQ Line

Answers the most common questions (hours, location, pricing) automatically before offering a transfer.

1 installs
FreelancerPage Template

Wren

A clean freelancer/consultant site with a freeform review badge overlaid on the hero photo and a single-package pricing card.

1 installs
SchedulingAutomation

24-Hour Appointment Reminder

Texts a reminder one day ahead of every upcoming appointment to cut down on no-shows.

0 installs
OnboardingAutomation

New Client Welcome Series

Sends an immediate welcome text to every new client, followed by a helpful tips email a few days later.

★ 4.00 installs
RetentionAutomation

Win-Back Inactive Clients

Reaches out with a friendly nudge when a client hasn't booked in 30 days, before they fully churn.

★ 5.00 installs
SchedulingAutomation

2-Hour Appointment Reminder

A final same-day reminder two hours before the appointment, catching last-minute conflicts.

0 installs
RetentionAutomation

Silent Client Re-Engagement Check

Waits for a reply after a check-in message and routes engaged vs. unresponsive clients differently.

0 installs
RetentionAutomation

Loyalty Milestone Reward

Celebrates a client hitting a visit milestone with a thank-you message and a small reward.

0 installs
GeneralAutomation

Referral Thank You

Thanks a client automatically whenever their referral is credited, encouraging more referrals over time.

0 installs
SchedulingCall Workflow

Appointment Booking Assistant

Walks a caller through picking a service and preferred time, then hands off to a human to confirm.

0 installs
GeneralCall Workflow

Missed Call Text-Back

Catches calls that ring through unanswered and immediately follows up by text so no lead goes cold.

0 installs
GeneralCall Workflow

Emergency Service Triage

Separates true emergencies from routine requests and fast-tracks urgent callers to a live transfer.

0 installs
GeneralCall Workflow

Order / Appointment Status Lookup

Lets a caller check the status of an existing order or appointment via a lookup API before optionally transferring.

0 installs
RestaurantsPipeline Template

Restaurant Reservation & Feedback Loop

Tracks reservations from booking through the table and into a post-visit feedback request.

0 installs
SchedulingCall Workflow

Appointment Reminder Confirmation

Outbound reminder call that confirms, reschedules, or cancels an upcoming appointment automatically.

0 installs
SchedulingCall Workflow

Waitlist Signup Line

Adds a caller to a waitlist when you're fully booked, so you never lose demand you can't immediately serve.

0 installs
ReviewsCall Workflow

Post-Call Satisfaction Survey

A short automated survey run at the end of a call to capture a quick 1-5 satisfaction score.

0 installs
OnboardingCall Workflow

New Client Intake Line

Collects the basic details needed to set up a brand-new client record before their first visit.

0 installs
GeneralCall Workflow

Payment & Invoice Reminder Call

A polite outbound reminder for an overdue invoice, with an option to text a payment link instead of talking further.

0 installs
VIPCall Workflow

VIP Customer Fast-Track

Recognizes a caller as VIP and immediately prioritizes a live transfer instead of the standard queue.

0 installs
GeneralCall Workflow

Simple IVR Menu Router

A classic press-1-for-sales style menu using keyword/keypad detection to route callers to the right department.

0 installs
Salons & SpasPipeline Template

Salon & Spa Starter Pipeline

A general-purpose client journey for salons and spas: New Lead → Booked → Completed → Re-Engage.

0 installs
LoyaltyPipeline Template

VIP Loyalty Tiers

Segments high-value clients into Bronze, Silver, and Gold tiers by visit count.

0 installs
Med SpasPipeline Template

Med Spa Client Journey

Tracks clients from consultation through treatment and repeat visits for injectables, laser, and skin services.

0 installs
FitnessPipeline Template

Fitness Studio Membership Funnel

Moves trial visitors through their first class to full membership, with an at-risk stage to catch drop-off early.

0 installs
ReviewsAutomation

Post-Appointment Review Request

Waits a couple hours after a completed appointment, then texts the client asking for a review.

★ 4.00 installs
Home ServicesPipeline Template

Home Service Job Pipeline

Standard quote-to-invoice flow for contractors, cleaners, and other on-site service businesses.

0 installs
SalesPipeline Template

High-Ticket Sales Pipeline

A classic lead-to-close funnel for businesses selling higher-value packages or memberships.

0 installs
MembershipsPipeline Template

Membership Renewal Pipeline

Flags memberships approaching renewal and tracks whether they renewed or lapsed.

0 installs
RetentionPipeline Template

No-Show Recovery Pipeline

Catches no-shows before they go cold with a dedicated re-contact and rebooking stage.

0 installs
LoyaltyPipeline Template

Referral Program Pipeline

Tracks referred leads from introduction through conversion and reward payout.

0 installs
Dental & MedicalPipeline Template

Dental & Medical Recall Pipeline

Manages routine recall/checkup scheduling so patients don't fall off the schedule.

0 installs
OnboardingPipeline Template

New Client Onboarding Pipeline

Moves a brand-new client from intake through their first completed visit.

0 installs
GeneralPipeline Template

Lead-to-Booking Funnel

A simple funnel for tracking inbound inquiries from first contact through a confirmed booking.

0 installs
GeneralPipeline Template

Event & Group Booking Pipeline

Tracks larger party or event bookings from initial inquiry through the event date and follow-up.

0 installs
RetentionAutomation

Birthday Discount

Automatically sends a birthday greeting with a special offer to keep clients coming back.

0 installs
Fitness & WellnessPage Template

Fernweg

A bold, dark strength-studio site with a circular-reveal hover, a challenge countdown, and a pulsing CTA button.

0 installs
Event & ConferencePage Template

Constellation Summit

A dark, high-energy conference site with a ticket-CTA toolbar, an event countdown, and a speaker roster.

0 installs
Professional ServicesPage Template

Halcyon Partners

A navy-and-gold professional-services site set in a Google-Fonts serif, with partner bios and a trust-badge row of accolades.

0 installs
PortfolioPage Template

Marlowe

A warm, spacious design portfolio with a floating credibility badge, a hidden-on-mobile hover reveal, and a tabbed process breakdown.

0 installs
SaaSPage Template

Lumen

A modern SaaS landing page with a video explainer, tabbed feature switcher, and a gently pulsing CTA button.

0 installs
RestaurantPage Template

Ember & Oak

A moody, serif restaurant site with a full-bleed background-video ambiance section and a wood-fired gradient hero.

0 installs
Real EstatePage Template

Halden Realty

A trust-forward real-estate site with a listings gallery, neighborhood tabs, and an embedded office map.

0 installs
ConsultingPage Template

Boreal

A blue-gray consulting site with a split hero, a tabbed engagement model, and a principals grid.

0 installs
StartupPage Template

Ignite

A dark, gradient-driven fintech startup landing page with a mask-reveal hero image and an embedded chat widget.

0 installs
Local Service BusinessPage Template

Corner Market Co.

A warm, welcoming neighborhood hardware-store site with hours, a store map, and trust badges.

0 installs
EditorialPage Template

The Marginalia

A serif editorial site set in Playfair Display, with a custom-CSS pull-quote style, a video essay, and a native slide page transition.

0 installs
Personal BrandPage Template

Juniper & James

A warm, cream-toned creator page with a mouse-follow portrait reveal and a standalone podcast link button.

0 installs
Technology CompanyPage Template

Vertex Systems

An enterprise-dark technology site with an auto-layout feature row, a sticky stats bar, and a live-status badge.

0 installs
Architecture & Interior DesignPage Template

Meridian

A minimalist architecture-studio site with a freeform image-and-type canvas hero and a custom-CSS image treatment.

0 installs
Product ShowcasePage Template

Kiln Objects

A single-product showcase built on a freeform canvas hero, with hover/focus/active button states and a pre-order countdown.

0 installs
E-commercePage Template

Wick & Barrel

A warm e-commerce storefront with a flash-sale countdown, a pixel-dissolve product hover, and bundle pricing.

0 installs
Luxury & PremiumPage Template

Noir & Co.

A near-black premium fragrance-house site with a full mouse-follow hero, ambient breathing motion, and a native fade page transition.

0 installs
Lead GenPage Template

Evergreen

A centered, single-column landing page built to grow an email list — round-cornered signup form with a soft green background.

0 installs
PhotographyPage Template

Aperture

A near-black photography portfolio with a grayscale-to-color hover reveal and a slow client-name marquee.

0 installs
Lead GenPage Template

Quotewell

A single-purpose PPC landing page built around a left-aligned lead capture form with sharp corners — drop straight into an ad campaign.

0 installs
RetentionPipeline Template

Churn Risk Escalation Pipeline

Segments clients by churn risk level so at-risk accounts get escalating attention before they're lost.

0 installs
RetentionAutomation

Critical Churn Risk Rescue

Immediately alerts the owner and reaches out personally when a client's churn risk hits critical.

0 installs
RetentionAutomation

High Churn Risk Nurture

Sends a lighter-touch check-in email when a client's churn risk becomes elevated, before it becomes critical.

0 installs
ReviewsAutomation

Low Rating Recovery

Flags the owner immediately whenever a low rating comes in so they can make it right before it goes public.

0 installs
ReviewsAutomation

High Rating Referral Ask

When a client leaves a great rating, immediately asks them to refer a friend while the goodwill is fresh.

0 installs
GeneralAutomation

Invoice Paid Thank You

Sends a quick thank-you text the moment an invoice is paid, reinforcing a positive payment experience.

0 installs
SchedulingAutomation

No-Show Follow-Up

Reaches out right after a no-show with an easy way to get rebooked instead of losing the client silently.

0 installs