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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.

Written by Vitor Goncalves
Updated over a month 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!

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 regular 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 click manage

Select the 'Notes & Emails' section

The Pre-Event and Post-Event Notes form will appear. Please complete both sections and save each one separately.

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.

Customers receive the following emails for all events:

  1. A booking confirmation email sent immediately after purchase.

  2. An in-person class reminder email sent 3 days before the event, which also includes the pre-event notes.

The remaining emails are manageable. For more information, please see Managing Reviews and Post-Event Emails in Baluu

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

Reminder Timings

By default, reminder emails are sent 3 days before the event, but you can customise this to your needs (e.g. 24 hours or 1 week before). Any Pre-Event Notes you’ve added will automatically be attached to these reminders.

For more information on how to manage reminder timings, see our full guide: Reminders.

When a customer books a session, they receive a confirmation email that includes the pre-event notes saved at that time. The reminder email is also prepared using the same information. If the pre-event notes are updated after a booking has been made, those changes will apply only to new bookings and will not update reminder emails for customers who booked earlier.

This means that customers who book after an update will receive the latest information, while earlier bookings will still receive the previous version.

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