Wolbix Help Center  >  All the Info you Need  >  Booking

Set Booking Follow-Ups With Clients

Be proactive! Keep your relationship with your clients moving forward by following up with them after meetings, instead of sitting back and waiting for them to reach out to you in another couple of weeks or months.
 

With Wolbix, you can send follow-up reminders and messages either automatically or manually. You can follow up immediately after the service ends, or you can send a follow-up message at the timing of your preference.
 

This article presents:
 

Setting Up Automated Follow-Up Messages

Follow these steps to set up automated follow-up messages:
 

  • Step 1: Open the Settings menu and click Auto Client Messages. 

  • Step 2: On the right side of the page, click the Post-appointment Follow-up Quick Navigation link. 

 
  • Step 3: In the Follow-up list, make sure that Automated follow-up is selected. Then, open the Time after appointment list and choose when the follow-up should be sent. Options range from Immediately after to 18 months after. 

  • Step 4: If you want, update the default message content as you wish.

  • Step 5: At the top of the page, click Save.

Once the Appointment / Event occurrence is created, the programmed Follow-Up is displayed in the Appointment window, as shown in the example below. If you mark a service occurrence as a NO SHOW, the follow-up email will be canceled.

 

Working with Manual Follow-up Actions

Wolbix offers the following manual booking follow-up actions:

  • Sending a thank-you email with a Scheduling call-to-action button, so the client can schedule the next appointment

  • Scheduling the follow-up appointment for the client
     

Both of these actions are done from the Appointment page of the original booking. To get started, open that page, click  and mark the appointment as Completed.

Sending a Thank-you Message and Invitation to Book:

  • Step 1: From the Appointment page of the completed booking, click  and select Take follow up actions. 

The Follow up dialog opens. 

  • Step 2: Select the Send a thank you note... radio button and click Next. 

  • Step 3: Update the text of the message as you wish, and then click Send. 

The figure below is an example of how the client would see the message:

Scheduling a Follow-up Appointment for the Client:

  • Step 1: From the Appointment page of the completed booking, click  and select Take follow up actions. 

    The Follow up dialog opens. 

  • Step 2: Select the Schedule a follow-up appointment radio button and click Next. 

         The New Appointment dialog opens. 

  • Step 3: Complete the appointment details. You can type a personal message to the client in the space provided. 

  • Step 4: Click Send.
     

Related Articles:
 

Still have questions? Contact us.