Schedulista sends automated confirmation emails and reminder emails prior to appointments to provide them information about their upcoming appointment, as well as remind them of the appointment so they don't miss it.
We also offer automated follow-up emails that can be sent after an appointment has been completed.
Benefits of follow-up emails
Say thanks to clients for using your services
Encourage clients to book their next appointment
Include additional information clients should know following their appointment
Provide links to review sites or services for your business
Contents:
Notes on links and formatting text
You can use limited HTML markup to add links or style the text in the custom message.
Links (more info)
When you paste a URL (ex. https://www.schedulista.com) into the custom message field and save, it will automatically convert to a link on the summary page and in the emails. You can also use the HTML anchor tags (<a>) to hyperlink words. (e.g., <a href="https://www.schedulista.com">Click here</a> = Click here)
Text formatting (more info)
To format your text, the following markup is available: Bold (<b>), Strong Importance (<strong>), Italicize (<i>), Emphasize (<em>), Underline (<u>), Strikethrough (<s>)
Lists (more info)
You can also add unordered lists (with bullets) or ordered lists (with numbers) using the <ul> and <ol> HTML tags.
Note: Schedulista does not host any images, documents, or files to download. Schedulista also does not have storage for clients to upload files while booking. You can include links from other websites or cloud storage services to download or upload.
Adding a general follow-up email
Follow-up emails include your business logo, if you've added one, and your business name. We also automatically include the greeting and use the first name on the client record (e.g., "Hi Bob"). You create the full text of the message you want to send.
(1) Go to Settings > Follow-Up Emails
(2) Click the No button to change it to Yes to enable
(3) Enter the text of your email in the Message field
Note: You can click Preview to see how the email will look when sent to clients.
(4) (optional) Select the circumstance settings. With none of these options selected, the follow-up email will be sent for all services after every appointment.
Only for specific services - If you need to create separate follow-up emails for specific services, you can learn more here.
Only if client has no upcoming appointments
Only if [menu options] - You can set a follow-up email to be sent only after specific appointments:
first appointment - Sends the follow-up email only if the appointment is the client's first appointment
second appointment - Sends the follow-up email only if the appointment is the client's second appointment
third appointment - Sends the follow-up email only if the appointment is the client's third appointment
at least second appointment - Sends follow-up emails after every appointment only if it is at least the client's second appointment
at least third appointment - Sends follow-up emails after every appointment only if it is at least the client's third appointment
(5) Click Save
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