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Notes & Auto-Emails

Learn how to fill out your pre-event and post-event notes to make sure your customers are well informed.

Vitor Goncalves avatar
Written by Vitor Goncalves
Updated over 5 months ago

Pre and post event notes are where you can contact your customers. If you have information you need to tell the customer before or after the event, this is how you can get the information to them. You can add a link to a PDF or other document they may need before the session, dietary requirements, and say what to wear or bring!
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​Please note, if you add a course or a term, the automated emails will be sent after the first session. These automated emails are more suitable for fixed dates or one-on-one sessions.

Go to the Baluu Dashboard and click on the 'Services' tab and select 'Listings'.

A new page with all the event listings will appear. Go to the event listing which you would like to add a pre or post event note to and select 'Manage'.

Select the 'Notes & Auto-Emails' section and press 'Manage Emails'.

The Pre-event and Post-event notes form will appear. Fill in both sections and then press 'Save Changes'.

Your pre-event notes will be included in the confirmation email and will immediately appear in the section labeled 'Here's what you need to know before the event' after booking.

Informational tips for Pre-event notes:

  • A welcome message introducing yourself and showing off your delightful personality

  • Include a list of anything customers need to have for the event

  • Is the location easy to find?

  • Do they need any specific attire?

  • Do they have any dietary requirements?

  • A link to a PDF or other document they may need before the session

Informational tips for Post-event notes:

  • A message of thanks for attending.

  • Any follow-up information about the event that you feel would be useful.

  • Suggestions and links to your other events on Baluu.

  • A few words encouraging them to leave a review.

Automated emails for regular events and online events are somewhat different.

Here are the timings for when the automated emails will be sent to customers for regular events:

  • 1st Booking confirmation email that goes out immediately after purchase.

  • 2nd In-person class reminder email sent 3 days before the event, which also contains pre-event notes.

  • 3th In-person class follow-up email that contains post-event notes, sent immediately after the event.

  • 4th In-person booking review reminder sent 1 day after the event.

  • 5th In-person booking review reminder sent 8 days after the event, unless the user reviews or unsubscribes.

  • 6th In-person booking review reminder sent 35 days after the event, unless the user reviews or unsubscribes.

Here are the timings for when the automated emails will be sent to customers for online events:

  • 1st Booking confirmation email that goes immediately after purchase

  • 2nd Online class reminder sent 3 days before the event, which also contains pre-event notes.

  • 3rd Online class follow-up email that contains post-event notes, sent immediately after the event.

  • 4th Online booking review reminder sent 1 day after the event.

  • 5th Online booking review reminder sent 8 days after the event, unless the user reviews or unsubscribes.

  • 6th Online booking review reminder sent 35 days after the event, unless the user reviews or unsubscribes.

If you decide you don't want to ask your customers for reviews (to do so, you can follow t
|he article How to Turn On/Off Review Requests , the email with the pre-event notes will be sent

You can easily keep track of all email communications with your customers. To do so, follow the guide in the article here.

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