CUSTOMER ACQUISITION AND WELCOME
CUSTOMER SEGMENTATION
ANIMAL SEGMENTATION
SPECIAL DATES
TOOLSThis is the main screen of this module, where you can manage all the important activities for a specific day and perform quick actions or communicate with customers.
If you want to send, for example, a reminder to ensure they don’t forget their appointment, or start a conversation with the customer to make changes to the date/time or discuss any other matter, you can do so directly without leaving this screen.
Save a lot of time using templates **
We’ve included the option to configure templates for the main actions, such as reminders, confirmations and cancellations of appointments, birthdays, and much more.
Configuring templates for your regular communications saves you a lot of time because you
don’t have to write each message from scratch. You can have it pre-configured and simply
select it.
You can make modifications if necessary, and it’s ready to send.
TIPS AND TRICKS FROM GESPET
Did you know that, in addition, this helps make your messages more consistent and professional, offering a better experience for your clients?
With auto-filled data **
We go the extra mile to make your work as easy as possible and help you build customer loyalty. The templates not only include pre-filled data but also auto-fill fields, so for example, you can configure a template to include the customer's name, their pets' names, and other details, which will automatically be replaced with each customer's/pet’s data when you send the message.
TIPS AND TRICKS FROM GESPET
Did you know that sending personalized messages using, for example, the customer's or their pet's name is a great strategy to build customer loyalty and enhance their experience with your business?
This personal touch shows that you care about every detail and that you value each customer as unique.
Moreover, it makes the messages feel more personal and emotional, creating a stronger connection.
For example, a personalized reminder for an appointment with "Luna" or a birthday greeting for "Max" not only boosts your professional image but also creates a positive impact that fosters trust and loyalty to your services.
How does the Activity Panel work?
It’s very simple. Just select the desired day, and for that day, the following will appear:
Birthdays of customers and pets.
Options include:
Send them a greeting directly via email (includes ** and **).
Contact them directly via email or WhatsApp.
Scheduled check-ins at your Hotel.
Options include:
Cancel the reservation directly and send a confirmation of the cancellation to the customer.
Send a reminder to the customer to ensure they don’t forget their check-in scheduled for that day (includes ** and **).
Contact them directly via email or WhatsApp.
Scheduled check-outs at your Hotel.
Options include:
Send a reminder to the customer to ensure they don’t forget their check-out scheduled for that day (includes ** and **).
Contact them directly via email or WhatsApp.
Scheduled appointments at your Grooming Salon.
Options include:
Cancel the appointment directly and send a confirmation of the cancellation to the customer.
Send a reminder to the customer to ensure they don’t forget their appointment scheduled for that day (includes ** and **).
Contact them directly via email or WhatsApp.
Scheduled appointments at your Training Center.
Options include:
Cancel the appointment directly and send a confirmation of the cancellation to the customer.
Send a reminder to the customer to ensure they don’t forget their appointment scheduled for that day (includes ** and **).
Contact them directly via email or WhatsApp.
Scheduled appointments at your Veterinary Clinic.
Options include:
Cancel the appointment directly and send a confirmation of the cancellation to the customer.
Send a reminder to the customer to ensure they don’t forget their appointment scheduled for that day (includes ** and **).
Contact them directly via email or WhatsApp.
Scheduled order deliveries from your Pet Shop.
Options include:
Send a reminder to the customer to ensure they don’t forget they will receive their order that day (includes ** and **).
Contact them directly via email or WhatsApp.
Scheduled puppy deliveries from your Breeding Center.
Options include:
Send a reminder to the customer to ensure they don’t forget they will receive their puppy that day (includes ** and **).
Contact them directly via email or WhatsApp.
Where can templates be configured ?
In the Settings option of the Marketing module, you can configure all templates
for emails, reminders, etc.
If you're using the Online Appointment and Reservation/Booking system to allow your clients to request appointments at your business, this option will be very interesting for you.
As you know, the customer makes the request, and you decide whether to accept or reject it.
In the modules that support online reservations/appointments, in the option View >
Online Booking/Appointments, you can see the customer requests that are
waiting for your confirmation or cancellation.
In this option, you can also view them, with the difference that, if you have multiple business areas, you can see them all on the same screen, which will save you time in reviewing them and sending confirmations/cancellations to the customers.
It is a powerful tool that brings together the schedules and planners from all areas of your business in a single view.
Especially useful for businesses with multiple areas, it allows you to view all scheduled events in one centralized place: bookings and appointments, check-ins and check-outs, services, and more.
For example, you can see all the activity scheduled for the next few days at a glance and quickly send appointment reminders to your clients.
Its different filters allow you to display only the information
you need.
You can
select specific business areas, such as Hotel and Daycare, and
use
additional filters to display only certain events, such as appointments, check-ins
or
check-outs.
Some additional filters may be disabled. For example, if you select the Hotel area, the veterinary consultation filter will not be enabled, as consultations belong to the Veterinary area.
It includes different views: monthly, weekly, daily, and a weekly schedule or list view.
Each business area is identified by a color. In the planner, events are displayed with a colored bar on the left-hand side, allowing you to quickly identify which business area each event belongs to.
When you drag and drop to change the date/time, the system performs validations to help you and prevent errors:
NON-WORKING DAYS
If you have configured the day as a non-working day, the system displays a warning or prevents you from moving the appointment, service, check-in, etc., depending on your settings.
Business non-working days are configured under Settings >
Schedules >
Non-working days. Non-working days can be global or
specific to a
business
area, and both are validated.
SCHEDULES
If you have configured a schedule for that business area, the system displays a warning or prevents you from moving the appointment, service, check-in, etc., depending on your settings.
Business non-working days are configured under Settings
>
Schedules >
Non-working days. Non-working days can be global
(for
all areas)
or specific to a business area; both are validated.
EMPLOYEES
If the assigned employee already has another appointment/service scheduled for that date/time, the system displays a warning.
If they have a work schedule configured, the system checks whether that date/time falls outside the configured schedule and displays a warning or prevents you from moving the appointment/service, depending on your settings.
For example, if John only works on Mondays and Thursdays, and you try to move one of John's appointments from Monday to Wednesday, you will see a warning or the move will be prevented because John does not work on Wednesdays.
Employee schedules are configured under Settings >
Employees
> Schedules
If they have non-working days configured, the system checks whether that date/time is set as a non-working day and displays a warning or prevents you from moving the appointment/service, depending on your settings.
For example, John will be on vacation from August 1 to 15. If you try to move one of John's appointments to August 3, you will see a warning or the move will be prevented because John will not be working that day.
Employee non-working days are configured under Settings
> Employees > Non-working days
Your entire business in a single schedule, giving you a complete overview and helping you stay organized and in control at all times.
Displays the check-ins scheduled for that date/time, including:
Bookings with a scheduled check-in date on that day.
Check-ins with a check-in date on that day.
Displays the check-outs scheduled for that date/time, including:
Bookings with a scheduled check-out date on that day.
Check-ins with a check-out date on that day.
For Daycare, both filters will display the same information, as check-in and check-out take place on the same day.
When you click on a check-in/check-out in the planner, you can view the details and access quick actions:
For bookings that have not yet been checked in:
Convert to check-in
Cancel or delete
Send a reminder to the client
For check-ins:
Edit
Delete
Check out
The option to send a check-out reminder to the client will also be available soon
You can drag and drop to change the date/time.
Displays appointments scheduled for that date/time, as well as animals that are already in the waiting room or in consultation.
When you click on a consultation in the planner, you can view the details and access quick actions:
Edit
Delete
Complete or finish the consultation
Take payment and invoice
When you click on an animal in the waiting room, you can view the details and access quick actions:
Edit
Delete or cancel
Start the consultation
When you click on an appointment in the planner, you can view the details and access quick actions:
Send a reminder to the client
Cancel or delete
Move to the waiting room
Start the consultation
You can drag and drop to change the date/time.
Displays appointments scheduled for that date/time, as well as scheduled services or sessions.
When you click on an appointment in the planner, you can view the details and access quick actions:
Send a reminder to the client
Cancel or delete
Edit
Start service
When you click on a service in the planner, you can view the details and access quick actions:
Edit
Delete
Complete (if it is a course session)
Take payment and invoice (if it is a session that is not part of a course)
You can drag and drop to change the date/time.
Displays appointments scheduled for that date/time, as well as scheduled services.
When you click on an appointment in the planner, you can view the details and access quick actions:
Send a reminder to the client
Cancel or delete
Edit
Start service
When you click on a service in the planner, you can view the details and access quick actions:
Edit
Delete
Take payment and invoice
You can drag and drop to change the date/time.
Displays product deliveries (transport) scheduled for that date/time.
When you click on a scheduled delivery, you can view the details and access quick actions:
View details
Send reminder
You can drag and drop to change the delivery date/time. The change will also be updated in the Transport planner.
Displays puppy deliveries (transport) scheduled for that date/time.
When you click on a scheduled delivery, you can view the details and access quick actions:
View the puppy booking details
Send reminder
You can drag and drop to change the delivery date/time. The change will also be updated in the Transport planner.
Displays the transport services scheduled for that date/time.
For pet shop product deliveries and puppy deliveries (Breeding), you can drag and drop to change the delivery date/time.
Pickups and deliveries for the other business areas are linked to an appointment, stay, or service, so you cannot use drag and drop to change the transport separately. Instead, you need to change the associated check-out, service, etc., and the related delivery and/or pickup will be updated automatically.
To allow your customers to contact you directly from your website, social media, etc., easily, you can use the Gespet Connector Potential Customers.
It’s a contact form, and when your customers fill it out, the contact will be registered in
this option Marketing > Activity > Pending Contacts.
You simply review it, and if you wish, you can accept it so that, if the potential customer is new, they are added to your customer database, or the contact is added to their profile if the customer already exists in your database.
This is an action that will save you a lot of time.
It’s available in Marketing > Tools > Gespet Connector Leads.
TAGS:
Online advertising for veterinary clinics | Loyalty campaigns for pet businesses | Thank you messages for pet clients | Creating pet client lists | Event notifications for animal businesses | CRM for pet accessory sales | Personalizing email campaigns for pet businesses | Exclusive offers for pet clients | Proactive communication for pet clients | WhatsApp for pet shops and veterinary clinics
