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    Set Booking Follow-Ups with Clients

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    The system allows you to set a follow-up reminder & message that will be sent to your clients automatically or manually, right after the service ends or as you configure according to your preference. 

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    Setting Up an Automated Follow-Up

    • From the left navigation pane select Settings>Auto Client Messages.
    • Under the Post meeting Follow-up drop-down menu, select when you want the follow-up message to be sent.

    For example, you can choose to send the follow up automatically right after the service is complete, up to a few hours, weeks or months.

    Once the Appointment / Event occurrence is created, the programmed Follow-Up will be displayed in the Appointment Window as shown in the example below:

    Note- If you have enabled the Automatic Follow-Up option and you marked a service occurrence as a "NO SHOW", the relevant follow-up email will be canceled.

    Auto_Follow-up.png 

     

    Setting Up a Manual Follow Up

    Selecting Manual follow-up from the Post meeting Follow-up drop-down menu will allow you manually send a Follow-up booking email or a 'thank you' message to your client via the Appointment window:

    • From your Calendar or specific Client's Card, click on the relevant appointment/booking you'd like to make the manual follow up from.

    Example of Appointment Window

    Manual_Follow-up.png

    •  If the appointment time has not yet past click on Mark as Completed, then Take a Follow-up Action. Otherwise, the Take a Follow-up Action button will be available right away.

     

    TO SEND A THANK YOU MESSAGE

    • Choose the Send a thank you note and invite to book the next appointment option as shown below and click on Next.

    Follow-up_pop-up.png

    • In the following window, a default 'thank you' message (that can be edited) will be displayed as shown in the example below. Press SEND.

     

    Follow-up_message.png

     

     

    How your client will see it (example):

    Follow-up_email.png

     

     

    TO SEND A FOLLOW UP APPOINTMENT

    • In the Follow-up window, select Schedule a follow-up appointment option as shown below and click on Next.

     New_appt_pop-up.png

     

    • In the "New Appointment" window that will open, select the relevant information and click on Send. 

    Example of New Appointment Window

    New_appointment.png  

     

     

    Configure the Follow Up Default Message

    This message will be included in the follow-up email that you have just set up and it will also serve as the default text when sending a manual 'thank you' message, but you can easily edit it as you wish.

    Quick_follow-up.png 

    Click on Save Changes save your configurations.

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