Our Service Reminder feature will automatically send your customer an email reminder when their next service is due. You can either manually create a service reminder, or use a rule based on when the customer last completed an order.
The instructions below will show you how to create a rule to send service reminders.
How to Create a Rule for Service Reminders
First, click on the REMINDERS button in the left side menu.
Next, click on the RULES button in the top right corner of the screen.
Click on the CREATE NEW RULE button to start building your rule.
First, you will need to select the name of the service.
Any completed order with this service list will receive the reminder based on the timeframe that you will select below.
The Display Name is the name of the service that will appear on the customer's email and rebooking screen.
For example: Your service might be called Job #1 in Boatyard, but that won't make much sense to the customer, so you will want to enter a different display name.
Next, you will pick the time interval that you would like before the service reminder is sent.
Our service reminders are sent based on when the customer last had that service. When an order is marked as complete (either manually or when payment was received) it activates the reminder rule and the reminder email will be sent to the customer after the time interval that you pick.
For example: You have a rule for Bottom Cleaning and the time interval is set to 2 weeks. If an order for Bottom Cleaning is completed (payment received or manually marked as complete) on January 1st, the reminder email would be sent on January 14th.
There might be some customers that you don't want included in your new reminder rule. In that case, you can select them in the EXCLUDED CUSTOMERS section.
Any customer listed here will NOT receive the reminder email.
The last step is to click CREATE.
Your rule is now created and will send reminders to any customers that fit the criteria of your rule.
Turn Off a Rule
If you would like to turn a rule off, simply toggle the ON/OFF switch to the OFF position.
Please note: Any service reminders already scheduled by this rule will not be deleted. It will only affect future orders that meet the rules conditions.
Editing a Rule
If you would like to edit a rule, you can simply click the pencil icon next to the rule.
You can make any changes you wish to the rule and then click UPDATE.
You can also click DELETE to delete the rule completely.
You will then be asked if you want to apply the change to all your reminders (including the existing ones) or only future reminders.