Get answers to common questions about setup, security, and how Trellis helps you keep customers coming back.
Setup takes less than 5 minutes. You'll create your account, import your customer list (CSV or manual entry), and you're done. Trellis starts working immediately—no complicated configuration or waiting periods.
Not at all. Trellis is designed for busy business owners, not IT experts. If you can upload a file or fill out a form, you can use Trellis. No coding, no integrations to configure, no technical knowledge required.
Trellis sends automated emails and text messages (SMS) to your customers based on their visit history. Messages are personalized and sent at optimal times—like 24 hours after a visit for follow-ups, or 60 days after their last visit for re-engagement.
All messages are sent from your business name, so customers recognize them as coming from you.
Yes. Your customer data is encrypted in transit and at rest. We never sell or share your data with third parties. Only you have access to your customer information, and we follow industry-standard security practices to keep it safe.
Trellis is SOC 2 compliant and GDPR-ready, so your customers' privacy is protected.
Absolutely. You can cancel your subscription anytime—no questions asked, no cancellation fees. We also offer a 14-day money-back guarantee, so if Trellis isn't right for you, just let us know within the first two weeks for a full refund.
Trellis is built for local service businesses with repeat customers—salons, spas, barbershops, gyms, dental offices, veterinary clinics, auto repair shops, cleaning services, and more.
If your business relies on customers coming back regularly, Trellis will help you keep them engaged and prevent churn.
Podium and Birdeye focus on reputation management (reviews and messaging). They're great if you need two-way texting with customers, but they don't automate follow-ups or re-engagement based on visit history.
GoHighLevel is a full marketing automation platform with funnels, landing pages, and CRM. It's powerful but complex—designed for agencies managing multiple clients, not solo business owners.
Trellis does one thing exceptionally well: keeps your existing customers coming back. It's simpler, faster to set up, and more affordable than these alternatives—because it's laser-focused on retention, not trying to be everything.
Perfect! Trellis works alongside your existing tools. You can import your customer data via CSV export from any CRM or booking system (Square, Mindbody, Calendly, etc.), and Trellis will take over automated follow-ups and re-engagement.
Think of Trellis as the "retention employee" that makes sure no customer falls through the cracks—while your other tools handle bookings, payments, and day-to-day operations.
Trellis starts at $59/month for unlimited customers and automated follow-ups. No per-message fees, no surprise charges—just one flat rate.
We also offer a 14-day money-back guarantee, so you can try it risk-free. View full pricing details →
Nope. Once you've imported your customers and set your preferences, Trellis runs on autopilot. It sends follow-ups, collects reviews, and re-engages dormant customers automatically—24/7, without you lifting a finger.
You'll get weekly reports showing how many customers were contacted, reviews collected, and at-risk customers re-engaged. That's it. No daily tasks, no manual work.
Try Trellis risk-free for 14 days, or watch a live demo to see it in action.