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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 a month 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.

Watch our quick tutorial to learn how to manage reminders and follow-ups πŸ‘‡πŸ»

[Demo video link]

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 booking confirmations immediately 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 includes 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 days before or after the activity

  • Specify the time of day for sending

  • 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:

  • Dynamic activity information

  • Personalized customer details

  • Specific instructions based on activity type

  • Business branding elements

  • Required links and attachments

The system automatically populates these templates with relevant information from each booking.

Communication Channels

Messages can be sent through multiple channels:

  • Email notifications with detailed information

  • SMS reminders for time-sensitive updates

  • System notifications in the customer's account

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 with specific timing 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 most critical reminders immediately

  • 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

  • Add your business branding

  • Customize based on activity type

  • Include specific instructions or requirements

Q: Can I preview messages before they go live?

A: Yes, the system provides preview functionality that shows:

  • How messages will appear across different channels

  • How dynamic content will be populated

  • Timing sequence visualization

  • Mobile and desktop email views

Technical Details

Q: What happens if a customer's email bounces?

A: The system handles delivery issues by:

  • Recording the bounce in the customer's profile

  • Attempting SMS delivery if configured

  • Notifying you of delivery failures

  • Maintaining a delivery status log

Q: Can I track message effectiveness?

A: Yes, you can monitor:

  • Message delivery rates

  • Open and click-through rates

  • Customer response patterns

  • Impact on no-show rates

  • Follow-up engagement levels

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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