Do your customers often lose their appointment confirmation emails? Do customers often contact you asking for information about their appointments? No more hassle with taking screenshots and sharing info manually. We've got a solution for you called Appointment Overview!
The key points…
The Appointments Overview is an e-mail containing a summary of your customers’ past (up to 3) and upcoming (up to 5) appointments.
Your customers can request the Appointments Overview themselves via. your booking widget by entering the e-mail address they used for their bookings
You can also share the Appointment Overview with your customers directly via. the Customers area in Salonized
How does it work?
Scenario A: Your customers self-serve the Appointments Overview via your Booking Widget
Your customer goes to your booking widget
They see a new screen, asking
Have you booked here before?and click onCheck nowThey enter the e-mail address that they used to book their appointments
They get confirmation that if the submitted email is registered in your database, that they will receive an e-mail containing their appointment information
Scenario B: You send the Appointment Overview to a customer via. the Salonized Customer area
Your customer contacts you asking for information about their appointments
You open the Customers area and open the relevant customer
From the Overview tab or Appointments tab, click
Share appointments
Once Scenario A or B is complete, your customer will receive the following Appointments Overview in the mailbox:
The Appointments Overview is an e-mail containing a summary of upcoming (up to 5) and past (up to 3) appointments
Upcoming appointments can be cancelled or rescheduled
Upcoming appointments will include recurring appointments (recurring appointments need to be activated by you to show the
CancelandRescheduleactions)Past appointments can be Rebooked
Your customer can request an updated version of the Appointments Overview directly from the e-mail by clicking
Request email
How do I set it up?
The Appointments Overview feature is ready to go in your account - no set-up required!
Got some feedback?
We’d love to know if the Appointments Overview could be made more helpful for you and your customers. Share your ideas in our IdeaBox or reach out to our Support team via the chat.