The pre/aftercare function sends messages to clients before or after their appointment.
Click on "Admin" in the right hand menu.
Click on "Pre / After Care" in the Organisation Settings box.
Click the blue + button at the top left.
Enter the name of your new pre or aftercare message.
Select the category/categories bookings that will trigger the message. Note: the message cannot be triggered by just a single service of you choice - it must be all services within a category.
Click “Save”.
Select email or sms and edit in the same way as marketing messages.
Choose whether the message is to be sent on check out (aftercare) or before the appointment (pre-care). Note: aftercare is sent on check out, NOT payment of invoice.
If select “Send before appointment”, select the time and number of days before the booking to send.
Click “Save”.
Ensure that your desired methods of sending (email and/or sms) are active by clicking on the appropriate toggles to the right.
TIPS : 💡
If you have a pre-care message to send 3 days before an appointment but an appointment is made 1 day before the appointment, the pre-care will be sent on booking.
If you want to send an aftercare message sometime after checkout, this is done by creating a marketing campaign.
Saving your created notification messages as templates will become very convenient, as you can make small tweaks to existing content.