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How-To GuideIntermediate30 minutes

How to Reactivate Inactive Clients and Win Them Back

Bring lapsed clients back with automated win-back campaigns that send the right message at the right time.

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How to Reactivate Inactive Clients and Win Them Back This step-by-step guide covers everything you need, from prerequisites to pro tips, so you can complete the process in 30 minutes or less. Browse all how-to guides.

What You Need Before Reactivate Inactive Clients

Make sure you have the following ready:

  • Client database with last-visit dates
  • Email and/or SMS automation configured

How to Reactivate Inactive Clients

6 steps · 30 minutes

1

Define 'inactive'

Set a threshold for inactivity based on your business. For salons, 8 weeks without a visit. For dental, 7 months. For therapy, 4 weeks.

2

Segment your inactive clients

Pull a list of clients who have not booked since your threshold date. Segment by last service, lifetime value, and visit frequency.

Pro Tip

Focus reactivation efforts on high-value clients first, they have the highest return rate.

3

Create a win-back message sequence

Design a 3-touch email/SMS sequence: a gentle check-in, a special offer, and a final 'We miss you' message spaced 1 week apart.

4

Include a direct booking link

Make rebooking effortless by including a one-click booking link in every message.

5

Automate the campaign

Set the sequence to trigger automatically when a client crosses the inactivity threshold so you never miss a reactivation opportunity.

6

Track reactivation rates

Measure how many inactive clients rebook after each message. Optimize the offer and messaging based on results.

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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.