How to Set Up Automatic Thank You Messages

In this article, you will learn how to set up automatic thank-you messages after appointments in your Calenso dashboard. These messages help strengthen customer relationships by thanking your clients after their appointments.

TABLE OF CONTENT

• Step 1: Activate Smart Action 
  • Access Smart Actions
  • Activate the Smart Action 
• Step 2: Set Delay Time 
  • Configure Delay Time 
• Step 3: Customize Text 
  • Dynamic Fields 
  • Multilingual Support 
  • Save Settings

Step 1: Activate Smart Action 

1. Access Smart Actions

   • Log in to your Calenso dashboard.
   • Navigate to "Smart Actions".
     

2. Activate the Smart Action 

   • Find the Smart Action "Automatic Thank You Email After Appointment" and activate it by toggling the switch.
   • Click on "Configure" to proceed.

Step 2: Set Delay Time 

1. Configure Delay Time 

   • Click on the gear icon next to the delay setting.
   • Enter the number of minutes after the appointment when the message should be sent (e.g., "60" for 1 hour after the appointment).

2. Save Settings

   • Click "Save" to secure your settings.

Step 3: Customize Text 

1. Configure Email

   • Click on the gear icon next to "Send Email".
   • Customize the subject and body of the email.

2. Dynamic Fields 

   • Use dynamic fields to insert specific information about the customer’s appointment.
   • Click on "{...}" to open the list of available fields and select the appropriate one.

3. Multilingual Support 

   • Translate the customized email into the desired languages.
   • Select a different language and adjust the text accordingly.

4. Save Settings 

   • Click "Save" to secure the email settings.