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How do I invite the client for the next visit?

Tick “Send invitations for the next visit” in Sales › Marketing › Next visit, and set in the service after how many days the invitation goes out. The client gets an email with a button to book the same service with the same team member.

Where: SalesMarketingNext visit

Steps

  1. Open Sales › Marketing › Next visit.
  2. Tick “Send invitations for the next visit” and check the text of the email.
  3. Save.
  4. In the service, in Locations › Services, set the number of days in “Invite for the next visit after”.
The Sales › Marketing › Next visit screen in WordPress
The screen in WordPress, with sample data. Click the picture to see it full size.
Good to knowThe invitation does not go out if the client has already booked an appointment. Only clients who agreed to get offers receive it.

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