Time to set it up, let's get automated. Here are your Smart Send options:
- Appointment Reminders
- First Visit Message
- Birthday Message
- New Client Message
- Clients Who Haven't Been In
- Operator Appointment Notifications
- Appointment Follow Up
- Re-Book Reminder
Note: One SMS is 160 characters long. Please visit our How Many Characters Can I Have in an SMS? article to learn more.
Setting up your Smart Send
You will find these automatic marketing options in the Smart Send section by going to Admin then into the SMS & Email tab.
Setting up 'Appointment Reminders'
Automatic Appointment Reminders will send a set number of days before the client's upcoming appointment.
The 1st Appointment Reminder will send to clients even if their appointment has already been flagged manually as 'Confirmed'. Whereas the 2nd Appointment Reminder will only send to clients whose appointments have not yet been flagged as 'Confirmed'.
Click Edit next to either Appointment Reminder, and tick SMS Enabled and/or Email Enabled.
Enter the number of Days BEFORE Appointment to send message and the system will automatically send out the reminders this number of days before the appointments.
The SMS Template and Email Template are currently set to the default templates, which we have created for you. You can check out the How to Edit SMS & Email Templates article to learn how to customise these templates. If you do create a custom template, come back here and select from the SMS Template and Email Template drop-down menus the template you wish to use for reminders. This applies to all of the Smart Send options outlined in the rest of the article.
Simply click Save once you're done making changes.
Notes:
- It is possible for clients to respond 'Yes' to their appointment reminder, which will automatically confirm their upcoming appointment on the Appointments page. Please visit the following article to learn how to do this: How to Edit the Appointment Reminder SMS Template
- If clients have multiple services booked throughout the day, the system will know to only send one reminder as it counts as one appointment.
Setting up your 'First Visit Message'
This means that the client will receive an automated SMS and/or Email after their first appointment at your salon. You can choose the number of days after their first appointment for the system to send them their message.
The appointment must be processed through POS to count as a 'first visit'.
Edit your First Visit Message and tick SMS Enabled and/or Email Enabled.
Enter the number of Days AFTER Appointment to send message select the templates you wish to use and Save. (Again, you can create your own templates as mentioned above).
Setting up your 'Birthday Message'
This means that the client will receive an automated SMS and/or email before their birthday, or on their birthday.
Edit your Birthday Message and tick SMS Enabled and/or Email Enabled.
Enter the number of Days BEFORE Birthday to send message select the templates you wish to use and Save. (If you want them to receive their message on the day of their birthday, enter 0 into this field).
Setting up your 'New Client' Message
This means that the client will receive an automated SMS and/or Email after they have been added to your database as a new client. Edit your New Client Message and tick SMS Enabled and/or Email Enabled.
Enter the number of Days AFTER New Client Added to send message select the templates you wish to use and Save.
Setting up your 'Clients Who Haven't Been In' Message
This means that the client will receive an automated SMS and/or Email a number of weeks since their last appointment. Only clients who have no future appointments will be sent this message.
Edit your Clients who haven't been in message and tick SMS Enabled and/or Email Enabled.
Choose the number of months in the No visits in the last months drop down menu.
Choose the date you want the message to send each month.
Then choose the templates you wish to use and Save.
Setting up Operator Appointment Notifications
Check out the Operator Appointment Notifications article for steps on setting up your Operator Appointment Notifications.
Setting up your 'Appointment Follow Up' Message
This means that the client will receive an automated SMS and/or Email a number of hours or days after their appointment. You can set this for all services, or for specific services.
Edit your Appointment Follow Up message and tick SMS Enabled and/or Email Enabled.
Choose the hours or days from the Send Message drop-down menu.
Choose the number of hours or days from the Hours AFTER visit to send message drop-down menu.
Apply to all or some services.
Then choose the templates you wish to use and Save.
Setting up your 'Re-Book Reminder'
This means that the client will receive an automated Re-Book Reminder SMS and/or Email a number of weeks after their last appointment. Only clients who have no future appointments will be sent this message. This can be applied to all or some services.
Edit your Re-Book Reminder message and tick SMS Enabled and/or Email Enabled.
Choose the number of weeks in the Weeks AFTER visit to send message drop-down menu.
Apply to all or some services.
Then choose the templates you wish to use and Save.
There you have it, your automatic Simple Salon marketing. Now sit back and relax and watch how Simple Salon does the work for you.
If you have any questions send them to us via the Submit a Request option in your Help & Support page.