SEND MESSAGES TO YOUR CUSTOMERS



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


Automatic reminders

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:


  • Hotel: Reservation reminder.

    To remind the customer they have a planned stay and the check-in date is approaching.


  • Nursery or Daycare: Reservation reminder.

    To remind the customer they have a planned stay and the check-in date/time is coming up.


  • Grooming: Appointment reminder.

    To remind the customer they have an upcoming appointment and the date/time is approaching.


  • Training: Appointment reminder.

    To remind the customer they have an upcoming appointment and the date/time is approaching.


  • Veterinary: Appointment reminder.

    To remind the customer they have an upcoming appointment and the date/time is approaching.

Reminders

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:

WhatsApp

Email


There are different reminders available for each business area:


  • Hotel: Reservation Reminder.

    To remind the customer that they have a scheduled stay, and the check-in date is approaching.


  • Hotel: Check-out Reminder.

    To remind the customer that the check-out date or end of stay is approaching.


  • Daycare: Reservation Reminder.

    To remind the customer that they have a planned stay, and the check-in date/time is approaching.


  • Daycare: Check-out Reminder.

    To remind the customer that the check-out time or end of stay is approaching.


  • Breeding: Delivery Reminder.

    To remind the customer that the delivery of their puppy is just around the corner.


  • Grooming: Appointment Reminder.

    To remind the customer that they have an upcoming appointment and the date/time is approaching.


  • Store: Delivery Reminder.

    To remind the customer that their purchase delivery is coming up soon.


  • Training: Appointment Reminder.

    To remind the customer that they have an upcoming training session and the date/time is fast approaching.


  • Veterinary: Appointment Reminder.

    To remind the customer that they have a scheduled veterinary appointment and the date/time is near.

Transactional or Business Emails

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
When you add a reservation or appointment, you can send the confirmation to the customer.

 Send Hotel Reservation/Appointment Confirmation

 Send Daycare Reservation/Appointment Confirmation

 Send Grooming Reservation/Appointment Confirmation

 Send Training Reservation/Appointment Confirmation

 Send Veterinary Reservation/Appointment Confirmation



SEND RESERVATION/APPOINTMENT CANCELLATION
When you decline or cancel a reservation or appointment, you can send the cancellation to the customer.

 Send Hotel Reservation/Appointment Cancellation

 Send Daycare Reservation/Appointment Cancellation

 Send Grooming Reservation/Appointment Cancellation

 Send Training Reservation/Appointment Cancellation

 Send Veterinary Reservation/Appointment Cancellation



SEND ONLINE RESERVATION/APPOINTMENT CONFIRMATION
When a customer requests a reservation/appointment online and you accept it, you can send the confirmation to the customer.

 Send Online Hotel Reservation/Appointment Confirmation

 Send Online Daycare Reservation/Appointment Confirmation

 Send Online Grooming Reservation/Appointment Confirmation

 Send Online Training Reservation/Appointment Confirmation

 Send Online Veterinary Reservation/Appointment Confirmation



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SEND ONLINE RESERVATION/ APPOINTMENT CANCELLATION
If a customer requests a reservation/appointment online and you DO NOT accept it, you can send them the cancellation.

 Send Hotel Online Reservation/Appointment Cancellation

 Send Daycare Online Reservation/Appointment Cancellation

 Send Grooming Online Reservation/Appointment Cancellation

 Send Training Online Reservation/Appointment Cancellation

 Send Veterinary Online Reservation/Appointment Cancellation



SEND DOCUMENT OR CONTRACT ATTACHMENT
You can configure documents and contracts and send them to customers as attachments in this email.



SEND INVOICE OR TICKET ATTACHMENT
You can send customers the invoice or ticket for their purchase as an attachment in this email.



SEND CLIENT INFORMATION SHEET
You can send a customer’s, animal's, supplier’s, veterinarian's contact, or breeder’s information sheet attached to this email.



SEND TRANSPORT PLANNING
You can send the transport schedule or route sheet attached to this email.



SEND REPORT
You can send a report (billing, profitability, etc.) attached to this email.



SEND VETERINARY CONSULTATION SUMMARY
You can send the details of the veterinary consultation to the customer attached to this email.



SEND VETERINARY PRESCRIPTION
You can send the veterinary prescription to the customer as an attachment in this email.



SEND PEDIGREE ATTACHMENT
You can send the pedigree or family tree of a breeder or puppy attached to this email.



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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