Automated follow-up emails after appointments

Purpose

1.1. Automate post-appointment follow-up emails for every foot soak session to enhance client retention, gather feedback, drive future bookings, and promote additional wellness services.
1.2. Automated emails ensure timely communication, thank clients, share care tips, collect reviews, recommend upsell offers, and maintain client engagement for foot bath professional services.
1.3. Automate the entire follow-up process to reduce manual workloads, eliminate missed communications, and increase opportunities for repeat revenue.

Trigger Conditions

2.1. Automation is triggered when a foot soak appointment is marked as completed in the booking system.
2.2. Automate sending follow-up email after a set time interval (e.g. 2 hours post-appointment).
2.3. Automate sending additional emails if client does not respond to initial follow-up.

Platform Variants

3.1. Mailchimp
• Feature/Setting: Automate post-event workflow; API: POST /automations, configure for appointment completion trigger.

3.2. SendGrid
• Feature/Setting: Automated Marketing Campaigns; API: POST /mail/send, configure to send templated emails upon webhook event.

3.3. Twilio SendGrid
• Feature/Setting: Automation Studio; API: Event Webhooks, automate delivery based on custom triggers.

3.4. ActiveCampaign
• Feature/Setting: Automations builder; API: contacts/automations, set condition as appointment status update.

3.5. HubSpot
• Feature/Setting: Workflows automation; API: POST /crm/v3/objects/contacts, schedule automated follow-up sequences.

3.6. Salesforce
• Feature/Setting: Process Builder automation; API: EmailMessage.create, configure automated triggers from Service Cloud.

3.7. Zoho CRM
• Feature/Setting: Workflow rules; API: api/v2/Leads/actions/associate, set to trigger when appointment custom field updates.

3.8. Outlook/Office 365
• Feature/Setting: Power Automate Flows; Connector: When new outlook event ends, send follow-up via Send an Email (V2).

3.9. Google Workspace Gmail
• Feature/Setting: Apps Script; API: GmailApp.sendEmail(), trigger via Google Calendar event completion.

3.10. Klaviyo
• Feature/Setting: Automated Flows; API: /flows, use “appointment completed” as trigger.

3.11. Drip
• Feature/Setting: Workflow Automations; API: POST /subscribers, trigger sequence based on completed orders.

3.12. Pipedrive
• Feature/Setting: Workflow Automations; API: POST /activities, automate follow-ups upon appointment conclusion.

3.13. Calendly
• Feature/Setting: Integration Webhooks; API: Event Type Completed, trigger automated email system.

3.14. Acuity Scheduling
• Feature/Setting: Post-session Email Reminders; API: POST /appointments/{id}/send_email.

3.15. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder; API: /contacts/email, automate after appointment update.

3.16. Freshdesk
• Feature/Setting: Automator workflow; API: POST /api/v2/tickets, auto-send after support conversation.

3.17. Intercom
• Feature/Setting: Series Automation; API: POST /messages, auto-message clients after event.

3.18. Constant Contact
• Feature/Setting: Automated Email Series; API: POST /emails, set to fire based on API appointment feeds.

3.19. Smartsheet
• Feature/Setting: Automated Alerts/Actions; API: POST /sheets/{sheetId}/rows, trigger when row added/modified.

3.20. Zoho Books
• Feature/Setting: Workflow Automator; API: POST /appointments, send client thanks post-invoicing.

3.21. Shopify
• Feature/Setting: Flow Automation; Trigger: Order fulfilled, automate requests for review if selling packages.

3.22. Zapier
• Feature/Setting: Email Automator Zaps; API: Webhooks, automate connects between booking apps and email services.

Benefits

4.1. Automates repetitive post-appointment communication, ensuring every client receives professional follow-up.
4.2. Increases review collection and retention via automated reminder cycles.
4.3. Frees staff from manual follow-up workloads, reallocating time to client service.
4.4. Strengthens up-sell and cross-sell opportunities with automated tips and offers.
4.5. Standardizes messaging for regulatory and brand consistency, automatedly reducing risks of compliance errors.
4.6. Automates analytics collection to optimize timing and effectiveness of outreach in the wellness industry.