Email workflows let you send extra, perfectly timed emails on top of Session’s built-in automations — things like prep guides, thank-you notes, review requests, or upsell emails.
1. Go to your email workflows
- Navigate to Manage → Client emails.
- Scroll to Email workflow.
- Click + New workflow.
2. Set your trigger
This tells Session when to start the workflow.
- Choose “Begin your workflow when a client books…”
- Select the session types this workflow applies to (e.g. Wedding, Family Session, Mini-Sessions).
- Save.
Tip: you can have different workflows for different session types.
3. Add your steps
You build the workflow top to bottom (like in the screenshot).
Common steps:
- Time delay — choose when to send (right away, X days before session, X days after session).
- Send email — write the email your client will get (subject + message).
You can stack multiple steps:
- Send a welcome email right after booking
- Wait 3 days → send prep guide
- Wait 1 day before session → send “See you tomorrow!”
4. Publish the workflow
When you’re done:
- Click Publish workflow (top right).
- Only published workflows will run.
Good to know
- Your regular Email automation messages (booking confirmation, payment reminders, etc.) will still send — workflows are extra.
- You can come back anytime to edit, pause, or delete a workflow.