Online Scheduling & Marketing: Follow-up emails

Wouldn’t it be great to automatically send a follow-up email after a client comes in for an appointment. You could thank the client for coming in, ask for a review, or even offer a discount on the next appointment.

We have just added a new feature that lets you do all of this and more. Let me walk you through a few scenarios.

Offer a Discount for a Second Appointment

One interesting marketing scenario is to be able to offer a discount to first-time clients who schedule a second appointment. I’ll quickly show you how you might do this using the new follow-up email feature:

I would only like to offer this special if it is the client’s first appointment, if the client does not already have another appointment scheduled, and if the client came in for specific service.

Above, you can see I’ve configured Schedulista to do just that.

Note: Schedulista will only send one follow-up email per appointment. If two follow-up email templates are a match, Schedulista will choose the most specific match.

Here is a preview of what the follow-up email will look like:

Ask for a review

Getting Internet reviews  is a great way to help grow your business. But for many of us, asking clients directly for reviews is uncomfortable.

In the screenshot above, I have configured Schedulista to send a follow-up email if the client has come in at least three times.

A preview of what the follow-up email will look like:


A special thanks to all of our customers who have shared their experiences and insight into how they promote their businesses. We built this feature for you. I hope this new feature helps you grow your business.

Happy Marketing!

Want more control over which services are booked when?

Would you prefer to limit some services to particular days or specific start times?

Are your Groupon clients filling up your entire schedule to the detriment of your existing clients?

We have a new feature that helps you solve these kinds of problems.

Here is how it works:

Instead of having appointments booked on an interval (say every hour), you now have the option to let clients book only at specific times. You can also have custom settings for individual services.

The screenshot above shows an example (note: you can set this up yourself under /settings/policies).

In the screenshot, I have set up my schedule so that most services can be booked every hour. But, my Groupon Haircut, and my Living Social Haircut has been configured to be available at only 1pm and 2pm  Monday-Friday, and 3pm on Monday, Tuesday and Wednesday.

I have personally helped a lot of our customers achieve similar results through complicated workarounds. I’m glad to say, those days are over.

Send me email, or leave a comment here. I’d love to hear your stories on how this new feature is working out for you –