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 for a specific service 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

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 follow-up email for a specific service

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

(2a) If you haven't enabled the emails, click the No button to change it to Yes; or

(2b) if you have enabled the emails and already have a general follow-up email set, click the Add button next to Add alternate follow up email

(3) Select the Only for specific services circumstance option

(4) Select to which service or services (you can select multiple) you want the follow-up email to apply

(5) 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.

(6) (optional) Select the additional circumstance settings. With none of these other options selected, the follow-up email will be sent for all specific services selected after every appointment.

  • 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

(7) Click Save

Repeat the steps for each follow-up email you want to create for specific service(s).

Related articles:

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