Flagging Client Bookings With Ease
Lets say you want to standardize how certain bookings are flagged - for example, you want every customer after their 5th Personal Training session to get an assessment, or you want to send a certain email after their 10th booking, or you want to set a reminder to talk about re-signing 5 sessions from their last one plus email them….
Well - the only way to do that previously would be to add a client note tied to a booking. That would be kind of ineffective - for one thing it’s cumbersome to do that for every client & beyond that client bookings change all the time due to cancellations, reschedules and new bookings. What was planned to be a clients 5th session might be their 10th by tomorrow. Booking notes follow the booking - so that would render any such notes out of sync/irrelevant fairly often.
A new feature has been added that makes this a breeze.
- Standardizes a set of ‘Booking flag rules’ - that happen with every client without having to actually do anything
- Moves with booking changes - so if booking 5 is canceled, the reminder flag automatically just moves to the new 5th booking
So, how is this setup? Well for services and classes setup - there is a new option tab in setup for each individual service/class you offer
Then booking flag rules can be easily setup. Once setup they will automatically apply themselves to every client booking and always move to stay with the correct booking
So - lets look at what happens in the schedules. We have a 5th booking rule setup in the example above so lets look at that
Booking flags always show to admins, but they can be setup to show to trainers and also to customers. Sending pre-defined emails based on sessions complete or remaining is a powerful tool. We have in mind some extra developments to this - in the near future we will be adding surveys to the system & we’ll tie that to these rules. So, for example, after say the 5th PT session every client gets a standard club survey.
