Part 4: Appointment follow-ups

Appointment follow-ups allow you to check in with your clients after you complete a job. This is invaluable because it allows to generate repeat business, collect reviews for a job well done, and so much more!

 

Appointment follow-ups allow you to send an email and/or SMS message to customers after a completed status job. This allows you to communicate any custom message of your choice after the job.

The email and SMS are completely customizable for your business process.

Tips & Tricks

  • You can embed links here for customers to review your business at your review site of choice.
  • You can inform/remind customers on what they should be doing after the job has been rendered.

Note: A live preview of the email template is available while you’re building it.

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