Increase bookings with automated messages

To set up automated messages to increase bookings:

1. Open Marketing and tap on Automations.
2. Scroll along to the Increase bookings tab, tap Enable next to the type of message you want to create:
   1. Birthday celebrations:
      Surprise your clients with special birthday discounts to boost their loyalty and retention.
   2. Win back lapsed clients:
      Re-engage with clients you haven't seen for a while, using special deals to encourage them to book again.
   3. Reward loyal clients:
      Reward loyal clients with special offers to show your appreciation while giving them more reasons to book again.
3. Create a campaign trigger for your message based on the message type:
   1. For birthday celebrations:
      Messages are sent before the client’s birthday. Select how far in advance to this date you want the message to be sent.
   2. For lapsed clients:
      Messages will be sent to clients without unpaid sales or upcoming appointments. Select clients based on the minimum number of appointments, the total months those appointments spanned, and the duration since their last visit to your business.
   3. For loyal clients:
      Messages are sent based on the client’s recent sales activity. Select the minimum number of appointments booked, the total months those appointments spanned, and the minimum amount of money spent through total paid sales with your business.
4. Create a campaign trigger for your message based on the message type:
5. Use the toggle to include a unique deal in the message, using a single-use discount code which can only be redeemed by the client who receives the message. 
6. Set the discount value as a fixed rate or percentage. 
7. Create a redeemable discount code. Each discount can be used once per client per campaign.
8. Select which services the discount applies to or choose All services.
9. Set an expiration date for the deal. Once this period passes, clients won't be able to use the deal anymore.
10. Use the toggle next to the Email and Text to enable messages to be sent from these channels:
    1. Text message:
    Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like.
    2. Email:
    Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
11. Tap Save to enable the automation.

To set up reminders to rebook notifications: 

1. Open Marketing and select Automations.
2. Under Increase bookings, find Reminder to rebook and tap Enable.
3. Tap Edit under Rebooking timeframe to adjust the default settings.
4. Select the services you want reminders to apply to and decide how long after the appointment they'll be sent. Choose Days or Weeks from the dropdown menu.
5. For consistency across all services, check the box for Services, select Bulk edit, and set the timeframe before tapping Apply change.
6. Enable/disable the reminder for each service using the Status toggle.
7. Save your settings and review them under Preview services for a quick check.
8. Use the toggle next to the Email and Text to enable reminders to be sent from these channels:
   1. Text message: 
      Allow the reminder to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your reminder message will look like.
   2. Email: 
      Allow the reminder to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
9. Tap Save to enable the automation.

To switch off automated messages that increase bookings:

1. Open Marketing and select Automations.
2. Under Increase, click on the three dots next to the automated message. 
3. Select Edit and disable toggles next to the Text and Email channels.
4. Click Save.