Automated Custom Email by Service Type
Overview:
We would love the ability to send an automated, customizable email to clients based on the specific service they book. This email could include details unique to that service, such as booking confirmation, pre- and post-care instructions, and personalized savings or membership opportunities.
Current Challenge:
Currently, once clients complete forms, they no longer have access to them — meaning they can’t easily reference important pre- or post-care information later. Team members must manually follow up with clients to resend details or reminders, which is time-consuming and inconsistent.
Proposed Solution:
Add a feature that allows businesses to create and attach custom email templates to individual services. When a client books a service, the system would automatically send the assigned email. The email could include:
Booking confirmation details (date, time, provider, location)
Pre-care and post-care instructions
Relevant forms or links (for example, digital aftercare guides)
Special offers such as savings opportunities or membership information
Benefits:
Ensures clients have all necessary care information before and after their appointments
Reduces manual communication for front desk and operations teams
Improves client experience and satisfaction through proactive communication
Supports upselling and retention by introducing memberships or loyalty offers automatically
Keeps communication consistent and on-brand across the company
Customization Options (Ideal):
Ability to attach different templates per service
Option to toggle automated emails on/off for specific services
Rich-text or drag-and-drop email editor for branding consistency