We're turning this on business by business, so you may not see it yet.
Before you start
Once a month, To do can tell you about customers whose last clean was more than two of their usual gaps ago, with nothing booked. Only customers who agreed to marketing messages are shown. Do it opens Customers to win back.
- On Customers to win back, check each customer's last clean, usual gap and what they're worth.
- Untick anyone you don't want to message.
- Choose Send win-back.
- Choose Email, Text or both under Send by, check the message, and choose Send.
For one customer, you can instead choose Book them in, Mark as left or Dismiss on their row.
What happens next
Each customer gets their own link. It shows your business, their service and price, and books them back in with one tap. It works for 30 days. If they tap Not now, they aren't asked again for 6 months. Nobody is sent more than one every 90 days.
Book them in starts their plan again from today and books their next visit, without messaging them. Dismiss takes them off the list for 6 months.
If something goes wrong
- “Choose email, text or both.”: tick at least one under Send by.
- “Write the message.”: the message box is empty.
- {win_back_link} is their link. If you take it out, it's added at the end.
Who can do this
The owner, and managers with Can see and change customers and services. Sending also needs Can message customers.
Still stuck? Send us a message.