Send an automatic reminder to the client before the activity

Introduction

Sending automatic reminders to customers before their session is a key feature to improve the customer experience and ensure good activity management. Yoplanning makes it easy to set up the sending of these reminders. Follow the steps below to configure and send automatic reminders.

Set up Automatic Reminder Sending

1. Access the Product Sheet: Start by opening the sheet of the product concerned. The product here refers to the activity or session for which you want to send a reminder.

2. Navigate to Participant Section: In the product sheet, locate and navigate to the "Participant" section. This is where you will configure the reminder settings.

3. Set Reminder: In the Participant section, you will find the options to set the sending of automatic reminders. Configure the settings according to your needs, such as the delay before the session to send the reminder, the content of the message this setting here.

Please note that for internships, clients will receive a reminder only for the first session of the internship.

Usage Tips and Best Practices

• Anticipation: Set the reminder to be sent far enough in advance to allow customers to plan ahead, but close enough to the date that they will remember their session.

• Clarity of Message: Make sure the reminder contains all necessary information (time, location, possible preparations) in a clear and concise manner.

Common Mistakes and Solutions

• Not Receiving Reminders: If customers report not receiving reminders, check your auto-send settings and ensure that customer email addresses are correct and up to date.

• Incorrect or Incomplete Messages: Review the content of reminders regularly to ensure they are still relevant and complete.

See specific provisions for sending a reminder by SMS