Recall Campaigns


Recall campaigns allow business owners to remind their patients or clients to book into a series of other appointments that correspond with their initial booking. The corresponding appointments often need to occur within a specific timeframe. By setting a recall campaign, the business owner can increase the likelihood that follow up appointments will occur by more clearly communicating to their clients when their next appointment should take place.

For example:

  • Bridal Shop: After a client purchases a dress at the initial appointment, she needs to book three fittings within 8 weeks to ensure the dress is properly fitted.
  • Tax Office: Send a series of reminders to clients to book their annual tax appointment. 
  • A treatment center: Send reminders to patients to book a follow-up appointment 6 weeks after treatment and a check up 6 months after initial treatment to ensure optimal health.

To access the Recall Campaigns go to Messaging and select Recall Campaigns:

In the following pages we will discuss:

  • How to add a new recall campaign
  • Create emails and text messages for recall campaigns
  • How to edit recall campaigns