For business owners: capture customers after appointment completion
For business owners: capture customers after appointment completion
Business owners lose follow-ups when completed appointments aren't added to contact lists, risking repeat bookings and online reviews. So marketing can request reviews and begin nurture promptly.
Overview
Business owners risk losing repeat bookings and online reviews when appointment customers aren't captured. This workflow turns every completed appointment into a contact and review opportunity, enabling marketing to start outreach promptly and eliminating manual missed follow-ups.
Notable Features
- Create contact records from appointments
- Flag new customers for review
- Notify marketing about completed appointments