How to Automate Follow-Up Messages After Appointments
Keep clients engaged and rebooking by sending automatic post-appointment thank-yous, review requests, and rebooking prompts.
Start the GuideHow to Automate Follow-Up Messages After Appointments This step-by-step guide covers everything you need, from prerequisites to pro tips, so you can complete the process in 20 minutes or less. Browse all how-to guides.
What You Need Before Automate Follow-Up Messages
Make sure you have the following ready:
- Appointment notifications already configured
- Google Business Profile URL for review requests
How to Automate Follow-Up Messages
6 steps · 20 minutes
Enable post-appointment follow-ups
Go to Settings > Automations > Follow-Ups and turn on the post-appointment workflow.
Create a thank-you message
Write a brief thank-you email or SMS that sends 1 hour after the appointment ends. Include a rebooking link.
Personalize with the client's name and the service they received.
Add a review request
Configure a review request that sends 24 hours after the appointment with a direct link to your Google Business Profile.
Set up a rebooking reminder
Schedule a reminder to rebook at an interval that makes sense for your service, 4 weeks for haircuts, 6 months for dental.
Add conditional logic
Only send review requests to clients who have visited at least twice. Send rebooking reminders only to clients without a future appointment.
Monitor open and conversion rates
Track which follow-up messages drive the most rebookings and reviews, then optimize content and timing.
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When this isn't for you
This is not for you if you've already implemented the workflow. The walkthrough is for first-time setup. Skip if your team already has a working process.