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Reminders & Follow-ups

Configure automated customer communications to send timely reminders and follow-up messages for activities, ensuring better engagement and smoother operations

Updated over 2 months ago

Reminders & Follow-ups help you maintain consistent communication with customers before and after their activities. This automated messaging system helps reduce no-shows, ensures customers are prepared, and helps gather valuable feedback.

Message Types

The platform offers several types of automated messages to help you communicate effectively with customers throughout their booking journey.

Pre-Activity Reminders

These messages help ensure customers are prepared for their upcoming activity. You can configure reminders to:

  • Send additional booking details after reservation

  • Provide activity preparation instructions

  • Send payment reminders for pending balances

  • Remind customers about required documentation and waivers

  • Share last-minute activity details

The system automatically customizes these reminders based on the activity type and customer requirements. Each message should include relevant details like meeting location, start time, and specific preparation instructions.

Follow-up Communications

Follow-up messages help maintain customer engagement after activities. These communications can:

  • Thank customers for their participation

  • Request feedback about their experience

  • Share photos or highlights from their activity

  • Offer information about future activities

  • Encourage social media sharing

You can configure different follow-up sequences based on activity types to ensure relevant and personalized communication.

Message Configuration

Timing Settings

You have full control over when messages are sent. For each message type, you can:

  • Set the number of hours before or after the activity

  • Configure different timings for different activity types

  • Set reminder frequencies for important information

For example, you might send activity preparation details three days before a tour, but seven days before a multi-day trip.

Content Customization

Each message template can be customized to include:

  • Personalized customer details

  • Specific instructions based on activity type

  • Business branding elements

  • Required links

The system automatically adds a branded header and footer to the email.

Communication Channels

Messages can be sent through multiple channels:

  • Email notifications with detailed information

  • SMS reminders for time-sensitive updates

You can configure which types of messages use which channels based on urgency and content type.


Frequently Asked Questions

Message Management

Q: Can I customize reminder timing for different activities?

A: Yes, you can set different reminder schedules based on activity type. For example, you might send reminders further in advance for courses than for single-day tours. Each activity type can have its own sequence of reminders and content.

Q: What happens if a booking is made close to the activity date?

A: The system automatically adjusts the reminder sequence based on booking timing. If a booking is made too close to send all planned reminders, it will:

  • Send the upcoming reminders in the queue

  • Skip any redundant messages

  • Maintain the follow-up schedule as planned

Content and Customization

Q: How much can I customize message content?

A: Message templates are highly customizable. You can:

  • Modify the text for each message type

  • Include dynamic fields that pull booking information

  • Your business branding is automatically added to the email

  • Customize based on activity type

  • Include specific instructions or requirements

Q: Can I preview messages before they go live?

A: Currently, preview feature is not available.

Troubleshooting

Q: What if I need to stop scheduled reminders?

A: You can manage scheduled communications by:

  • Pausing individual reminder sequences

  • Canceling specific messages

  • Updating timing for future messages

  • Managing message frequency

The system also automatically stops reminders if a booking is canceled or rescheduled.

Q: How do I handle customer communication preferences?

A: The platform respects customer preferences by:

  • Honoring communication opt-outs

  • Allowing channel selection

  • Maintaining preference history

  • Providing preference management options

Only critical operational messages are sent regardless of preferences.

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