Turn on follow-ups

Lots of people mean to book and just get busy. Follow-ups are friendly check-ins: texts from Sarah when a lead goes quiet, and emails that bring your clients back. They all start off, so nothing goes out until you turn it on.

1. 1

   Open Follow-ups

   In the menu, tap Marketing, then Follow-ups. It opens on For leads (texts).

   Watch this step 0:08
2. 2

   Pick your check-ins

   Turn on When they don't reply, When they got a price but didn't book or When they went quiet a while ago.

   Watch this step 0:12
3. 3

   Set the timing and the words

   Pick how many days to wait and change the words. Their first name and your business name fill in for you.

   Watch this step 0:16
4. 4

   Pick when Sarah may text, and save

   Under When Sarah may text, pick the hours. Then tap Save follow-ups.

   Watch this step 0:20
5. 5

   Bring clients back by email

   Tap For clients (emails). Add your booking link, turn on Ready for your next cleaning? and Thank you, and refer a friend, and tap Save follow-ups.

   Watch this step 0:25
6. 6

   See what's going out

   Coming up and Recently sent show every check-in.

   Watch this step 0:38