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. If you've set up a general follow-up email, you may need to set up an alternate email for specific circumstances.

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 an alternate 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 Add button next to Add alternate follow up email

(3) Select the circumstance settings for your alternate email

  • 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

(4) 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.

(5) Click Save

Repeat the steps for any additional alternate follow-up emails you want to create for specific circumstances.

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