Square Appointments: Automated Booking Management & Customer Retention

Overview

Automatically manage bookings and increase customer retention with personalized follow-up sequences.

Steps

1. Trigger: Square Appointments – New Booking Confirmed
2. Send Welcome: Email – Booking Confirmation with service details
3. Add to List: Klaviyo – Add to Customer Database for marketing
4. Pre-Service Prep: Email – Service Preparation instructions
5. Reminder Sequence: Email – Appointment Reminders at strategic intervals
6. Post-Service: Email – Service Feedback and re-booking incentives

Tip

Integrate with Square's payment system to automatically send receipts and follow up on unpaid appointments.