Post, advertise, and win back clients on autopilot

Social Planner: scheduling & DM inbox

Social Planner lets you draft, schedule, and publish posts to your connected social accounts from one calendar, with AI-generated captions available whenever you want a head start. Connected accounts publish automatically at their scheduled time — no need to be logged in when it fires.

Direct messages from connected platforms flow into the same SMS/Social inbox you already use for texting, so replying to a comment or DM feels the same as replying to a client text. Facebook and Instagram Lead Ads can also match new leads directly to your CRM.

Facebook and Instagram are fully connected today. Google Business Profile, X (Twitter), LinkedIn, and TikTok are visible in the planner but not yet live — connecting them is on the roadmap, so scheduling to those platforms won't publish yet.

• Schedule and publish to connected accounts from one calendar
• AI can draft a caption for you, or write your own
• Facebook/Instagram DMs land in your existing SMS inbox
• Facebook & Instagram are live; Google Business, X, LinkedIn, TikTok are coming soon

Ad Manager: AI-built ad campaigns

Ad Manager builds Google and Meta ad campaigns targeted at real segments from your CRM — for example, a win-back campaign aimed specifically at clients flagged as at-risk, or a lookalike campaign built from your best clients. Because it's built on your actual client data, ad spend can be tied back to real bookings and revenue instead of just clicks.

Connecting your Google Ads and Meta Ads accounts is required before campaigns can launch — you'll be prompted to connect under Ad Manager settings.

• AI builds campaigns targeted at real client segments (at-risk, VIP, lookalike)
• Attribution ties ad spend back to actual bookings, not just clicks
• Requires connecting a Google Ads and/or Meta Ads account before launching

Retention Autopilot

Retention Autopilot watches for clients whose health score drops into at-risk territory and automatically drafts a personalized win-back SMS for your review — referencing their last visit and, if you have one set up, a rebooking link. You approve, edit, or discard each draft; nothing sends without your review unless you turn on fully automatic sending for a given risk tier.

• Drafts personalized win-back messages when a client's health score drops
• References the client's last visit and includes a rebooking link if available
• Review-and-approve by default; fully automatic sending is optional per risk tier

Content AI

Content AI generates marketing copy — social captions, email/SMS campaign text, promo blurbs — based on a short prompt describing what you're promoting. It's the same generation engine used for Social Planner captions and Retention Autopilot drafts, available on its own under the Content AI panel whenever you need copy for something else, like a flyer or a landing page section.

• Generates marketing copy from a short prompt
• Same engine that powers Social Planner captions and Retention Autopilot drafts
• Useful for one-off copy needs outside of scheduled campaigns