BirthSync Automations sends timed, clinical messages to your clients automatically — triggered by gestational age, days postpartum, infant age, and more. Set it up once. BirthSync handles the rest.
No manual follow-up. No forgotten check-ins. No copying and pasting the same message for the hundredth time.
Pick what starts the automation — a week of pregnancy, days since birth, infant age in days, a product assigned, or a bundle running low.
Write the email or SMS in your own voice. Use merge fields to personalize automatically — client name, provider name, appointment details, and more.
Activate the automation and it fires for every matching client — no extra work needed. Every message is logged to the client's portal activity.
Not generic CRM workflows retrofitted for birth workers. Each automation category maps to a real phase of the client journey.
Send prenatal check-ins, birth prep reminders, and postpartum follow-ups based on exactly where your client is in pregnancy.
Check in with new mothers at key recovery milestones — day 1, week 1, two weeks, and the six-week mark.
Send sleep guidance, feeding schedules, and care tips timed precisely to how many days old the baby is.
Share latch guidance, feeding tips, and check-in reminders timed to the critical early weeks of breastfeeding support.
When a client purchases or is enrolled in a package, automatically send a welcome, overview, and follow-up sequence for exactly what they bought.
Remind clients to book before their package runs out — triggered when remaining visits or hours reach a threshold you define.
Clinical milestone automations are the newest layer. But BirthSync has been automating your operational workflow from day one.
Unsigned documents get automatic follow-ups every 48 hours, capped at 10 days.
Installment reminders fire automatically at 3 days, 1 day, and day-of.
Clients receive confirmation emails with calendar attachments the moment an appointment is created.
If an appointment sits unresolved 3–5 days past, BirthSync auto-creates a high-priority task for your team.
Overdue tasks trigger bell notifications and email escalations at day 1, 4, 7, and weekly after.
Live activity
Agency and Enterprise plans unlock Advanced Clinical Triggers — a deeper trigger library built around the specific populations you serve.
| Trigger type | Example use | Plan |
|---|---|---|
| Gestational age in weeks | Week 36 birth prep for all active birth clients | All plans |
| Days postpartum | Day 7 recovery check-in for postpartum clients | All plans |
| Infant age in days | Week 2 latch guidance for lactation clients | All plans |
| Product or service assigned | Welcome sequence when birth package is purchased | All plans |
| Bundle visit threshold | Renewal reminder when 2 visits remain | All plans |
| Type of birth | Cesarean recovery protocol vs. vaginal birth sequence | Advanced |
| Feeding type | Exclusive breastfeeding vs. combo feeding guidance | Advanced |
| Birth month | Seasonal care reminders for winter newborns | Advanced |
Clinical automations are an optional add-on for Solo plans, included at baseline for Agency plans, and unlimited on Enterprise.
HoneyBook charges $37/month just to unlock generic business automations. Doulado has none. BirthSync built clinical milestone automation from the ground up.
| BirthSync | HoneyBook | Doulado | |
|---|---|---|---|
| Clinical automations | ✓ | ✗ | ✗ |
| Gestational age triggers | ✓ | ✗ | ✗ |
| Days postpartum triggers | ✓ | ✗ | ✗ |
| Lactation-specific automations | ✓ | ✗ | ✗ |
| Bundle depletion triggers | ✓ | ✗ | ✗ |
| Product assignment triggers | ✓ | ✗ | ✗ |
| HIPAA-compliant delivery | ✓ | ✗ | Add-on |
| Bilingual (English/Spanish) | ✓ | ✗ | ✗ |
| Included in base plan | Agency plans | Essentials+ only | Not available |