How do I send an automatic aftercare email to a client after their appointment?

This article will show you how you can schedule a post-appointment follow-up/aftercare email to be sent to clients after they've had a service/treatment.

Note: This Email will only send to clients who are opted in for Email Marketing. To learn more about getting marketing consent from your clients, check out this guide.

Creating Your Email

Go to Marketing > Compose Email.

Select Use old Email Editor

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On the next screen, create the aftercare email you would like to send. You will need to create this email for either each Service you wish to send an aftercare email for or each Service Category.

We recommend that you create it for each individual Service you wish to send an aftercare email for, as you can be more specific in your email with regards to the service that the client received.

If you're creating an email for a Service Category, it's recommended to first check the services that are in the category to make sure your email relates to all of those services.

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After creating your email, click the Send Test Email and enter your email address to send a preview of this email to yourself. Once you're happy with your email, click Next.


Setting Your Filters

On the next screen, you will set your Filters to make sure the email is only sent to clients on the evening of the day of their appointment.

Click Advanced, make sure Match All Rules is checked, then use these three rules to ensure emails are sent to clients on the day of their appointment:

If Email is about a Specific Service

  • Last Visit < (Days Ago) 1
  • Last Visit > (Days Ago) 0
  • Service Had [Service Name]

If Email is about a Service Category

  • Last Visit < (Days Ago) 1
  • Last Visit > (Days Ago) 0
  • Service Category Had [Service Category Name

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Once you've set your filters, click Show Recipients and you will see a list of clients who have an appointment relating to that service/service category today who are also opted in to receive marketing emails. Click Next to continue.


Scheduling your Email to Repeat Send

Next, we'll need to schedule the email to be sent daily at a specific time.

Give your email a familiar name if you wish (helpful if you ever need to find and stop it from sending), then check the Schedule option.

Leave today's date as the start date, and set the time you wish the email to be sent. This should be set at a time in the evening when the business is closed and not taking appointments.

Set the Repeat option to Daily, repeat every 1 Day(s), and choose No end date.

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To finish, click Send. From today, client's will now receive this email in the evening whenever they have had this Service (or a service from the Service Category if you selected Service Category in the filter).

Repeat this process for each Service or Service Category you wish to send an aftercare email for.


If you ever need to stop this email from sending, check out this guide to find out how.

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