Square Appointments - Post-Appointment Messaging?

[mitin]

Hi everyone,

I'm trying to figure out if it's possible to send automated messages to customers after their appointments are completed in Square Appointments. I'd love to be able to automatically send a thank you note and maybe even a request for feedback or a review.

I know you can configure reminders and notifications for upcoming appointments, cancellations, and reschedulings, but I can't seem to find an option for post-appointment messages.

Am I missing something? Is this just not a feature in Square Appointments? It seems like a pretty basic and useful function to have.

Any insights would be appreciated!

[TCSlaguna]

I know there is a third-party integration to collect Google Reviews.

@JessPoynter  any suggestions? 

[JessPoynter]

Ill have to double check when I get to my desktop so I have the full Dashboard menu; I'm pretty sure you can change wording for post-visit messaging. 

If not, you could do a workaround using email (or text) automation. For example, if you have something like Zapier, you could trigger an automatic email to go out a day (or whenever you want) after the visit giving post-visit info, review link, rebooking info, etc. 

[mitin]

Thank you @JessPoynter @TCSlaguna. I was trying to avoid using third party or other paid options, considering since there is pre appointment messaging already included, I wanted to see if there was an option for post transaction messaging, without paying additional fees

[TCSlaguna]

Asking for advice from @Simplystunnin01  @rjonin  @arickrtattoos  @BMarxMed  @Minion @MudFire_Dex  @Bronze_Palms 

[rjonin]

Yes, there's definitely something. My guests send in feedback when they receive their receipt.  

It may be in the feedback or receipt part of the dashboard.  But, I'm uncertain if this can edited.  I'll check and circle back. 

[MudFire_Dex]

Our class appointments unfortunately are also third party - via Acuity so we only use appointments in Square for New member orientations and utilizing Square marketing emails after that. I'm not sure about automations in Square - we use them in Acuity for the classes.

[JessPoynter]

As someone looking to do Classes soon, can I ask why you don't use the Square Classes function? What's missing for you?

[rjonin · Accepted solution]

Hello @mitin ,

A work around may be through the feedback section.  https://squareup.com/help/us/en/article/5241-get-started-with-square-feedback?utm_medium=web&utm_sou...

You may reply to your customers(with coupons, a message etc) who send in feedback from their receipt.  This may be cumbersome if you have a large customer base. 

Perhaps, the other way is square marketing. You may set up an automation via text or email.  https://app.squareup.com/dashboard/customers/marketing/automations

I hope these help.

[Bronze_Palms]

I use Zapier and Salesmessage to send feedback requests and thank yous. It works but would be great if we could use Square for that, I agree. 

[Contessa]

I have used a different platform with automated messages to send thank you messages to clients after visiting my salon and collect feedback. I will also appreciate if we can add this option with square appointments now. It will be very helpful