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Creating a Reminder/Follow Up Template

Jacqueline Leonard
Updated

This article will guide you through creating a reminder and follow up template. 

 

PLEASE NOTE:

  • This template can be used when manually scheduling an appointment reminder/follow-up OR setting these up to automatically deliver to clients or prospects booked for a class.
  • The template will populate as an option to use for the message sequence in the “add appointment” window on the calendar page. 
  • When a member cancels or reschedules a class in ClubReady, it will automatically cancel the notification template.

 

Select Manage Locations > “...” for specific location > Manage Templates. 

 

Select “+” next to search bar

 

Generate template name, “active” or “inactive” and Reminder & Follow Up from the dropdown. 

NOTE: Select Default drop down allows for you to set these reminders as automated to either your Prospects or Clients. 

  • Reminder Messages can be sent days or hours before the appointment time.
      1. Select the number of days or hours before the appointment that you would like the reminder to be delivered
      2. Generate your message in the message detail field and utilize the tags if needed
      3. Use “Add Reminder” if you would like to generate additional reminder messages for this template
      4. Use the trash can icon (under add reminder) to remove any reminder messages
  • Follow Up Messages can be sent days or hours after the appointment time.
    1. Select the number of days or hours after the appointment that you would like the follow-up to be delivered
    2. Generate your message in the message detail field and utilize the tags if needed
    3. Use “Add Follow Up” if you would like to generate additional follow-up messages for this template
    4. Use the trash can icon (under add follow up) to remove any follow-up messages

NOTE: if you do not want any follow-up messages for this template, leave this field blank.

  • No Show Messages can be sent days or hours after the appointment time
    1. Select the number of days or hours after the appointment that you would like the no-show to be delivered
    2. Generate your message in the message detail field and utilize the tags if needed

NOTES:

  • If you do not want any no show messages for this template, leave this field blank.
  • You must mark the attendance as not attended in order for this message to be delivered, instead of the follow-up message.

 

Requirements - Permissions will be determined by your Role Based Access (RBA).

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