Pilot / limited rollout4 min read
Follow-ups and recurring visit reminders
Help clients return on a schedule that fits their needs.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
What this feature helps with
Help clients return on a schedule that fits their needs.
Step-by-step
- Review the retention or follow-up tools.
- Set an appropriate follow-up interval for the service.
- Check whether the client has opted into the selected channel.
- Preview the reminder text and timing.
Check your setup
- Avoid duplicate reminders.
- Do not describe automated messages as medical advice.