Introducing follow-up reminders in Microsoft Bookings
Published Oct 20 2022 12:00 AM 6,603 Views
Microsoft

We are happy to announce that Microsoft Bookings now has a follow-up reminder feature available for you to try out! 

 

Currently, when a customer books an appointment, they get an email notification for confirmation. Staff members can set various reminders before the appointment which are sent as reminder emails to the customers. However, staff members do not have a way to engage with customers after the appointment. 

 

To achieve this, there is a new option under Notifications where staff members can add reminders and follow-ups for a service.

 An image of a screenshot demonstrating the three parameters for the Email follow-up service.An image of a screenshot demonstrating the three parameters for the Email follow-up service.

Here are the details for the three parameters for the Email follow-up service:

  • Timing: Staff members can choose when they want to send the follow-up email. The time window ranges from 15 minutes post-appointment to two weeks post-appointment.
  • Send to: Staff members can choose to whom they want to send the email: Customers, Staff, or All attendees.
  • Message: It is customizable, and staff members can use the space to collect feedback or nudge the customer to schedule the next appointment as a couple examples.

 

Follow-up emails add value to staff members by:

  • Increasing conversion
  • Building trust
  • Filtering customers (loyal/sticky)

 

We would love for you to try the new follow-up feature and share your feedback on things like usability or improvement requests. Let us know in the comment section below!

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Last update:
‎Sep 27 2022 08:26 AM
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