How can I set up a Welcome Email for new clients?

This article will show you how to set up the automatic Welcome Email, which can help bring new clients to your Facebook page.

The Welcome Email is an automated email that is sent to new clients after they pay for their first appointment. The email is a great way to welcome new clients to your business and also helps to direct clients to your Facebook page and improve your social media presence.

The email will only be sent to clients who have an email address stored on their Client Card.

Enabling and Customizing the Email

To get started, go to Marketing > Welcome Email.

Next, upload your logo by clicking the Salon Logo field.

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Next, add the link to your Facebook page in the Facebook Link field, then update the Welcome Email Subject with your salon name.

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Customize Your Welcome Email Content

You can use the default template, but feel free to update the Welcome Email Content to say whatever you would like.

Make sure to include the <<Facebook Link>> somewhere in your message.

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Enable & Save

Finally, to enable the Welcome Email, check the Send Welcome Emails box and click Save to finish.


When is the Email Sent?

The Welcome Email is automatically sent to clients who have never visited before after they pay for their first appointment.

The email will also be sent to existing clients who have visited in the past as soon as an email address is added to their client profile if no email address was there before.

Email Not Sending?

The email will not be sent if either the Facebook Link or Welcome Email Subject fields are blank.

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The email will also not be sent to clients who do not have an email address on their profile at the time of their first purchase.

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