Increase bookings with automated messages
In this guide, you’ll learn how to set up and manage automated email, text message, and WhatsApp campaigns that encourage clients to rebook, return, and stay engaged with your business.
- How increase bookings automations work
- Enable increase booking automations
- Manage increase bookings automations
How increase bookings automations work
Increase booking automations are automatic campaigns sent to clients based on their activity, helping you stay connected and boost repeat bookings. These include:
- Reminder to rebook: Encourages clients to schedule their next appointment if they haven’t rebooked within a set timeframe.
- Celebrate birthdays: Send a personalised message and optional discount to help clients feel special on their birthday.
- Win back lapsed clients: Re-engages clients who haven’t visited in a while by offering an incentive to return.
- Reward loyal clients: Recognise your most loyal clients with a thank-you message and exclusive offer.
Reminder to rebook is set up by default and can be edited at any time. The remaining three can be enabled to suit your business needs.
Enable increase booking automations
- From the main menu on the left of your screen, go to Marketing.
- In the left menu panel, select Automations.
- Select the Increasing bookings tab at the top and click on the Enable button next to an automation.
- Under Trigger, click on the Edit button and set when the automation should be sent in the pop-up, then click Save.
- Under Deal, click Edit. In the pop-up, set the Discount value, Expiry date, and Discount code, then choose the services the discount applies to. Click Save to apply your changes.
- Under Send an email, click the Actions button to manage your email automation settings:
- Edit content: Select Edit content to customize the Email details, Email content, and Deal cotent to match your promotion. Click Save in the top-right to apply your changes.
- Preview: See what your clients will receive. From the top menu, click Send test email to preview the message in your own inbox.
- Disable: Select Disable if you don’t want this automation to be sent via email.
- Under Send a message, choose to send the automation via WhatsApp, text message, or both.
- To manage each channel, click on the Actions button next to WhatsApp or text message to Preview the message or Disable that channel.
- To manage each channel, click on the Actions button next to WhatsApp or text message to Preview the message or Disable that channel.
- Use the And/Or toggle between WhatsApp and text to control how the message is sent:
- And: The automation will be sent via both WhatsApp and text message, ensuring the client receives it through both channels.
- Or: The automation will first try to send via WhatsApp. If the client doesn’t have WhatsApp or the message cannot be delivered, it will automatically be sent as a text message. You’ll only be charged for the message that’s successfully sent. If the WhatsApp message fails and a text message is sent instead, you’ll only be charged for the text message.
- Click on the Save button in the top right to save the automation settings.
Manage increase bookings automations
- Open an existing increase bookings automation.
- In the increase bookings automation overview, click on the Options button in the top right and select one of the following options.
- Edit: Make changes to the automation.
- Disable: Stop the automation from being triggered without deleting it by clicking on the Disable button in the pop-up to confirm.
- Reset: Restore the automation to its default settings by clicking on the Reset button in the pop-up to confirm.
FAQs
Each discount code from an increased booking automation is for single use by each client per campaign. For example, if a client receives the discount code BIRTHDAY10, they can only use it once. If they receive the same code again in the future, they can use it once more.
Discount codes from an increase booking automation are specific to the client who received them. If someone else tries to use the code on their account, it will not be accepted, and they’ll see the error: "This discount code has been sent to a different email or phone number". The code can only be redeemed through the account linked to the email address and phone number it was sent to.
Yes, clients can opt out of marketing emails from increase booking automations by going to their personal profile, selecting Settings, and turning off marketing notifications under Notification settings. You can also manage this for them by opening their client profile, going to Settings, and disabling marketing notifications.
A record of all increase booking aautomations can be found in your Messages history under Automations.
Keep an eye on the red bell icon for updates on newly supported countries. Meanwhile, you can explore other types of campaigns available in your region.
Clients who lapse again after returning will receive another win-back increase booking automation once they qualify for the lapsed client group again.
Yes, but the reminder to rebook automation will only be sent for the most recently completed service in the bundle or multi-service booking.
Fresha sends only one reminder to rebook automation to avoid confusion. If two reminders overlap, the reminder will be for the most recently completed service.
Clients with upcoming appointments won't receive a reminder to rebook automation as they are already due for another appointment with you.
Reminder to rebook automations will only be sent once an appointment is booked or completed. Cancellations or no-shows will not trigger a reminder.
Reminder to rebook notifications are based on the services booked by the client. Currently, there is no option to limit these by location or team member.