Add email reminders and follow-up

Follow-up emails and reminders are essential for maintaining effective communication with customers. Timely reminders for appointments, feedback requests, or expressing gratitude can significantly impact your relationship and results.

Setting up email reminders

In your meeting type form, follow these steps to set up email reminders:

1. Navigate to Advanced Settings.
2. Select Advanced Settings and scroll down to locate Email Reminders.
3. Select Add an email reminder to open the email reminder configuration form.
4. Set the time frame for sending the reminder email, ranging from a 15-minute interval to two weeks before the meeting.
5. Add a customized message in the email body, insert a link, and format the email body to your preference.
6. Select Save Changes to finalize your email reminder settings. Once these steps are completed, your customers will receive the configured email reminder for appointments scheduled with you.

Setting up email follow-ups

To help streamline communication with your customers, you can set up automatic email follow-ups. Email follow-ups can be used to request feedback after an appointment or remind customers to book their next appointment.