It's a breeze. All you have to do is, in the Marketing module, CRM
communication,
go to the Settings
option > and select the template you want
to set up:
Reminder messages
Email messages
Automatic reminder messages
You can set up automatic reminders. These are messages that you decide when you want them to be sent to the customer, and the software takes care of sending them when the date arrives. For example, 3 days before the appointment.
There are various automatic reminders available for each business area:
To remind the customer they have a planned stay and the check-in date is approaching.
To remind the customer they have a planned stay and the check-in date/time is coming up.
To remind the customer they have an upcoming appointment and the date/time is approaching.
To remind the customer they have an upcoming appointment and the date/time is approaching.
To remind the customer they have an upcoming appointment and the date/time is approaching.
These are reminders that you can send to your customers whenever you like, to remind them of upcoming appointments, deliveries, consultations, etc. You can send them through:
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There are different reminders available for each business area:
To remind the customer that they have a scheduled stay, and the check-in date is approaching.
To remind the customer that the check-out date or end of stay is approaching.
To remind the customer that they have a planned stay, and the check-in date/time is approaching.
To remind the customer that the check-out time or end of stay is approaching.
To remind the customer that the delivery of their puppy is just around the corner.
To remind the customer that they have an upcoming appointment and the date/time is approaching.
To remind the customer that their purchase delivery is coming up soon.
To remind the customer that they have an upcoming training session and the date/time is fast approaching.
To remind the customer that they have a scheduled veterinary appointment and the date/time is near.
The ones you send for everyday business actions: sending the customer a confirmation or cancellation of an appointment/reservation, a pedigree, a veterinary prescription, etc.
SEND RESERVATION/APPOINTMENT CONFIRMATION
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Send Hotel Reservation/Appointment Confirmation |
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Send Daycare Reservation/Appointment Confirmation |
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Send Grooming Reservation/Appointment Confirmation |
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Send Training Reservation/Appointment Confirmation |
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Send Veterinary Reservation/Appointment Confirmation |
SEND RESERVATION/APPOINTMENT CANCELLATION
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Send Hotel Reservation/Appointment Cancellation |
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Send Daycare Reservation/Appointment Cancellation |
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Send Grooming Reservation/Appointment Cancellation |
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Send Training Reservation/Appointment Cancellation |
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Send Veterinary Reservation/Appointment Cancellation |
SEND ONLINE RESERVATION/APPOINTMENT
CONFIRMATION
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Send Online Hotel Reservation/Appointment Confirmation |
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Send Online Daycare Reservation/Appointment Confirmation |
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Send Online Grooming Reservation/Appointment Confirmation |
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Send Online Training Reservation/Appointment Confirmation |
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Send Online Veterinary Reservation/Appointment Confirmation |
SEND ONLINE RESERVATION/ APPOINTMENT
CANCELLATION
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Send Hotel Online Reservation/Appointment Cancellation |
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Send Daycare Online Reservation/Appointment Cancellation |
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Send Grooming Online Reservation/Appointment Cancellation |
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Send Training Online Reservation/Appointment Cancellation |
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Send Veterinary Online Reservation/Appointment Cancellation |
SEND DOCUMENT OR CONTRACT ATTACHMENT
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SEND INVOICE OR TICKET ATTACHMENT
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SEND CLIENT INFORMATION SHEET
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SEND TRANSPORT PLANNING
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SEND REPORT
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SEND VETERINARY CONSULTATION SUMMARY
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SEND VETERINARY PRESCRIPTION
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SEND PEDIGREE ATTACHMENT
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Occasional Emails
These are the emails you send on specific occasions. For example, to wish a customer or animal a happy birthday, or to welcome them to our business, etc.
General Emails
These are the other emails you can configure to send to some customers. You decide when you want to send them.
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