THE ROVELOGICS GUIDE
Clients & communication
Profiles, forms, messages and reminders
9 articlesUpdated as features are verified
Clients & communication
Profiles, forms, messages and reminders
Set up notifications and remindersChoose email and in-app alerts, set up to two reminder times, enable device push and check delivery.GuideForms, intake & policiesCollect necessary booking details and policy acknowledgments.GuideAsk screening questions before schedulingCollect eligibility or logistics information before a client enters the calendar.GuideManage client profilesKeep contact details, preferences and booking history organized.GuideClient wallets, credits and gift transfersTrack eligible client credits and transfers without losing the original history.GuidePackages and gift cardsOffer prepaid value or service credits with clear redemption rules.Pilot / limited rolloutClient messages and conversationsKeep business communication connected to the relevant client record.Pilot / limited rolloutRequest and manage client reviewsCollect feedback and decide what may appear on public provider pages.GuideFollow-ups and recurring visit remindersHelp clients return on a schedule that fits their needs.Pilot / limited rollout