Sequences and steps

The Nurture page (Practice Management → Nurture) is where you author sequences — a name, a description, and a series of steps, each with a delay in days, a subject line and an email body. Build a "new enquiry" sequence, a first-home-buyer sequence, an annual-review-due sequence — whatever segments make sense for how your practice actually works.

Who's enrolled

Enrol a lead or client manually from this page, or check the enrollment list to see who's in a sequence, what step they're on, and when their next message goes out.

Automating enrollment

The segments themselves — "new website enquiry," "gone dormant," "settled 12 months ago" — aren't configured on this page. They're trigger/condition combinations on the Automations page, whose action enrols someone into whichever sequence you built here. See Automations and workflow rules for how to set that up — this page owns the content, Automations owns when someone gets it.