A client books an appointment, changes their details, and expects your team to have the right information before the next conversation. Client Diary helps manage appointments and the client experience, but staff can still lose time checking whether a new client record needs follow-up or a welcome message.

Through Zapier, Client Diary’s Client Trigger can start a Mobile Message action whenever a new client is created or an existing client is updated. You can create or update the matching Mobile Message contact, send an SMS, or add the person to a suitable list. This gives your team a practical way to acknowledge new clients, keep contact details available for messaging, and prepare follow-up communication without re-entering information by hand. The automation runs in one direction from Client Diary into Mobile Message, so it supports a clear event-based workflow rather than a two-way record sync.