This article will explain how you can schedule automatic follow-up messages that get sent after an appointment. Follow-up messages can be scheduled anywhere from 1 hour after an appointment to 30 months after an appointment. You can send two Follow-up Messages per appointment, in addition to the three reminders you are able to use.
Follow-up Messages are part of the Message Sequence feature. Adding Follow-up Messages to a Message Sequence is simple!
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Go to the Reminder Settings page.
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Scroll down to ‘Message Templates’ and click ‘Create New’.
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Enter a Template Name for your Follow-Up Message.
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Enter the follow-up message you would like to send. If you’d like this can include your Booking link or other important links and information.
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Once you have the Message Template set up to your satisfaction, click ‘Save’.
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Scroll down to ‘Message Sequences’.
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You can either Create a New Message Sequence, or click on an existing Message Sequence to add your Follow-up Messages. A pop-up will open for you to create a new Message Sequence or edit an existing one.
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Click the ‘Add Follow-up Message’.
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Select how soon you want the Follow-up Message to be sent.
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Select the Message Template you created for your Follow-up Message.
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Add a 2nd Follow-up Message if needed.
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Click ‘Save’.
Youtube Tutorial: