01
Configure automated rebooking intervals
- Select trade triggers: e.g. 6-month HVAC filter/tune-up, 12-month plumbing inspection, or annual gutter cleaning.
- Set automated SMS/email invitations linking to your online booking page.
- Include promotional seasonal discounts if desired.
02
Review rebooking conversion metrics
Track rebooking campaign response rates and revenue generated from past customers in your dashboard reports.
Completion check
Confirm before moving on
Use these checks to make sure the dashboard and the real-world workflow agree.
- Seasonal rebooking triggers are active for relevant trade categories.
- Promotional message templates include valid online booking links.
- Past customer repeat booking conversions are tracked in reports.
Troubleshooting
When the workflow doesn’t look right
A rebooking text sent to an inactive customer.
Archive inactive client records to exclude them from automated rebooking triggers.
Keep going