Automatic message inviting the client to book another visit. The notification will be sent if, within the specified period, the client has not made an appointment with the company for a service. The check is performed for each service separately. If the notification periods совпадают for two services, one notification will be sent listing both services.
Used to increase visit frequency and remind clients about recurring services in a timely manner.
Important
The notification will be sent only if the client’s previous appointment for the service has the status Arrived.
Setup and editing #
- In the main menu, go to Settings > System settings > Notifications, then open the Notification types tab.
- In the Client > Retention section, select Invitation for a follow-up visit by clicking the notification name or the pencil icon.
- On the General settings tab, choose the sending conditions:
Reminder Select when the client will receive the notification — after N days (from 1 to 30), after N weeks (from 5 to 20), or after N months (from 2 to 6 or 12).
- Configure how notifications will be sent via multiple channels. For more details about multi-channel notification scenarios, see the article. Available channels:
- SMS / chat-bots
- Branded app
Templates #
After setting up the sending scenarios, configure templates for different channels. More details on setting up notification templates are available here.
- When editing the notification on the Notification templates tab, you can set different text for each available sending channel.
- For the SMS template, variables are available — they will automatically insert visit, service, client, or branch data. To add a variable to the template, click Add variable, then choose the one that fits the context.
After adding a variable, use a space to separate the variable from the main text and other variables.
In SMS notification templates, you can use emoji. To do this, click the smiley button and choose one from the list or add your own.
Standard templates with variables
Hello, Client name. It is time to make a booking for Services in the visit Online booking link
Hello, Client name. It’s been a while since you last came for Services in the visit Online booking link. We’ll be happy to see you again!
Example
“Hello, David. It is time to make a booking for Beard trim https://nXXXXXX.alteg.io”
- For the Email channel, editing the template is not available, but you can add additional information. To do this:
- When setting up notification templates, go to the Additional information in email tab
- Enter additional text, upload an image, or add a link.
To see how the email will look, click Email preview. - Click Save.
More details on setting up notification templates are available in the article.
- For all notification templates, preview is available — how the message will look when sent to a client, employee, or administrator, taking variables into account.
Finishing setup #
- After completing the configuration, click Save in the bottom-right corner of the page.
- To enable the notification, return to the Notification types tab and switch the toggle to the active state. To disable the notification, switch the toggle to the inactive state.To the right of the notification name, the enabled sending channels for this type will be displayed.
Advanced settings #
You can also change the period settings for each service in Settings > Main settings > Services, on the Advanced settings tab (for more details on service setup, see the article).
You can also change the period for a specific service in the visit window, in the Appointment notifications section.
