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Automated Massage Client Birthday Offers

Every morning, WebRun opens ClinicSense, finds clients whose birthday falls within the next 7 days, drafts a warm personalised birthday offer in Gmail for each, and posts a Slack note so your team knows the birthday outreach batch is ready for review.

Runs on WebRun · Strict Lockdown policy
Every day at 8:00 AM WebRunorchestrates each step
1 ClinicSense find clients with upcoming birthdays
2 Gmail draft personalised birthday offer messages
3 Slack notify the team that birthday drafts are ready
In short

How do I automatically send birthday offers to massage therapy clients?

WebRun opens ClinicSense every morning, finds clients whose birthday falls within the next 7 days, and drafts a warm personalised birthday offer in Gmail for each one. It notifies your team in Slack that the drafts are ready. Every message waits for your approval before reaching the client, so each birthday greeting feels personal, not automated.

  • Clients feel remembered on their birthday, strengthening loyalty and trust
  • Birthday offers convert into bookings, adding revenue during quieter periods
  • Every birthday message is personalised and approved before it is sent

Built for massage therapy clinics · spa owners · wellness studios · massage therapists focused on client retention

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens clinicsense.com/login in a real browser with your saved login - no setup, no API keys.

  2. 1
    ClinicSense - find clients with upcoming birthdays
    clinicsense.com
    WebRun in ClinicSense: find clients with upcoming birthdays
    WebRun opens ClinicSense to find clients with upcoming birthdays.
    • Open ClinicSense and navigate to the client list
    • Filter for clients whose birthday is within the next 7 days
    • Capture the client name, email, birthday date, and last service type

    Done when Every client with an upcoming birthday in the next 7 days is listed.

  3. 2
    Gmail - draft personalised birthday offer messages
    gmail.com
    WebRun in Gmail: draft personalised birthday offer messages
    WebRun opens Gmail to draft personalised birthday offer messages.
    • Draft a warm, personalised birthday message for each client including a special offer such as a complimentary add-on or a discount on their next visit
    • Reference their name and, where possible, their preferred service
    • Leave all drafts unsent in Gmail for your review before sending

    Done when A Gmail draft is ready for every client with a birthday in the next 7 days.

  4. 3
    Slack - notify the team that birthday drafts are ready
    slack.com
    WebRun in Slack: notify the team that birthday drafts are ready
    WebRun opens Slack to notify the team that birthday drafts are ready.
    • Post a brief Slack note listing the clients with upcoming birthdays and confirming the drafts are ready in Gmail
    • Flag any client whose birthday is tomorrow as top priority

    Done when Your team knows today's birthday draft batch is waiting in Gmail for approval.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
clinicsense.com/login
ScheduleRuns automatically on this cadence
Every day at 8:00 AM
DeliveryHow each run's result reaches you
Birthday offer drafts · Gmail
OutputWhat each run produces - Gmail birthday offer drafts for each client with an upcoming birthday, plus a Slack notification with priority flags.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send birthday messages to clients automatically?

No. Every birthday message is drafted in Gmail and held unsent until you review and approve it.

What kind of birthday offer should I include?

Common options are a complimentary add-on, a percentage discount on their next visit, or a priority booking slot. Tell WebRun your preferred offer and it will include it in every draft.

What if a client does not have a birthday on file in ClinicSense?

Clients without a birthday date in ClinicSense are simply skipped. The birthday outreach only runs for clients with a date on record.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.