Setting up Your Automatic 1-Touch SMS & Email Marketing - Aftercare, Follow Ups, Re-Book Reminders and More

If you missed out on Part 1 of the "Use Simple Salon to Grow Your Business" series, check it out here.

Time to set it up, let's get automated. Here are your automatic 1-Touch Marketing 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 

Setting up your 1-Touch Marketing

You will find these automatic marketing options in the 1-Touch Marketing section of the SMS & Email tab in your Admin page. 

Setting up 'Appointment Reminders'

Edit your Appointment Reminder and tick SMS Enabled and/or Email Enabled. You can send out your appointment reminders via SMS and email or one or the other.

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.

NOTE: The Default SMS Reminder does not include a "Reply YES to confirm" section. If you would like the C flag to appear on clients appointments, you'll need to create your own SMS reminder template (or edit the default). For info on how to do this, check out the Creating & Editing SMS & Email Templates in Simple Salon article.

Then once you've created your 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 1-Touch Marketing options outlined in the rest of the article.

Save your Automatic Appointment Reminder Details and you're done!

Important Note: One SMS is 160 characters. If you go over 160 characters, the system will automatically allow you to use more than 160 characters, but you will be charged for two SMS's. If you do not wish to go over the 160 character limit, you can un-tick the Allow Multiple SMS Messages setting in your Marketing Settings, via Settings.

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.

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.