5 Bookedin Features That Can Help You Keep Your Regulars
Whether you’re already using Bookedin or still on the fence, it’s worth knowing which of our features can help make sure your regular clients stick around.
After all, these are the clients who can make it easier for you to run your service business.
When you know a good chunk of your calendar will be filled by people who come back on a routine, you have a better idea of how busy each week will be, how much you’ll earn each month, and more.
Below, we’ll cover the five most useful Bookedin features for keeping loyal clients, and how exactly each one works.
1. Direct Booking Links
With this feature, you can give clients a link that opens to one staff member’s calendar, or to a specific service, class, or workshop.
It’s most useful if your business has multiple service providers. Chances are, you have regulars who want to keep booking with the same person.
Each of your staff members can put their direct booking link in their social media bios and send it easily whenever a regular messages them about openings.
It’s also handy if your business offers several services, classes, or workshops. You might have regulars who always come in for the same thing, like a monthly gel nail fill, a weekly beard trim, or a Tuesday evening spin class.
For these clients, giving them a link to their go-to service or class lets them skip straight to choosing a time and date. You can even include the direct link in your usual post-visit emails to clients (which we’ll explain more about in the next item).
Where to find it on Scheduler (web browser or app):
- Go to Settings > either Calendars, Services, or Classes/Workshops
- Then, click the share icon on the right side of the calendar, service, or class/workshop you want, and copy the link.
2. Client Thank-You Emails
This feature lets you set up emails that automatically go out to clients an hour after their appointment, class, or workshop ends. You can even choose to either use the same message for all your services or write a different one for each.
These emails are a great way to stay in touch with your regulars even when you’re busy. A Thank-You Email lets them know you appreciate their business always, even on days you don’t have time to message them manually.
Each email comes with the option to add a “Book Again” button, which takes clients straight to your booking page. You can also include other specific links, such as a direct booking link (which we’ve covered above), or a link to your Google review page.
Where to find it on Scheduler (web browser):
- Go to Settings > Follow Up Emails
- In the Unique Message drop-down menu, pick which service/s you want to use this Thank-You Email for.
- Write your custom message and add any links you’d like. No need to put your booking page link manually since you can just tick the option for adding a “Book Again” button.
- Click “Send Test Email” to preview the email and make sure everything looks good before it goes out to clients.
- Click “Save Changes.”
3. Follow-Up Emails
This one’s similar to the Thank-You Emails mentioned previously, except you get to choose exactly when they get sent. That could be a few days, a few weeks, or even a few months after a visit, and you can set a different timing for each service.
Even your most loyal clients can get busy and forget to schedule their next visit until it’s been a lot longer than usual. This is especially true for services that have a natural timeframe, like a haircut every four weeks or a color touch-up every two months.
With the Thank-You Emails feature, you can give these regulars a nudge without having to check your calendar and message each one yourself.
Where to find it on Scheduler (web browser):
- Go to Settings > Follow Up Emails
- Scroll down to see the Client Follow Up Emails section. Then, click on “Add Follow Up Email.”
- Select how many days, weeks, or months you want the email to send after an appointment,class, or workshop.
- In the Unique Message drop-down menu, pick which service/s you want to use this Follow-Up Email for.
- Write your custom message and add any links you’d like. No need to put your booking page link manually since you can just tick the option for adding a “Book Again” button.
- Click “Send Test Email” to preview the email and make sure everything looks good before it goes out to clients.
- Click “Save Changes.”
- To activate it, toggle on “Send a thank-you email after the appointment or class is finished.”
4. Client Notes & Booking History
Bookedin automatically gives each of your clients a profile that keeps track of every visit they’ve made with you, along with their payments and contact info.
On top of that, you and your staff can jot down private notes and attach files (like reference photos or before-and-after shots) to each client’s profile.
These all come in handy especially with regulars, since you get to know them better with every visit and you won’t have to rely on memory alone.
For instance, you can note down how short they like their sides, which products irritate their skin, what injury they need modifications for, or whether they prefer to chat during their session.
Meanwhile, your clients won’t have to repeatedly mention important details or preferences — even if it’s been a while since their last visit or someone else on your staff is seeing them that day.
Learn how to access this feature on browser and app.
5. Recurring Appointments
Instead of your regulars scheduling their visits every single time, you can set up recurring appointments for them.
You can choose how often a client’s appointment repeats (daily, weekly, monthly, or a custom pattern) and even add an end date if you want.
Bookedin then automatically adds these appointments to your calendar on every date in the pattern. That way, the client’s usual spot is already reserved for them, and they don’t miss out when your schedule fills up faster than expected.
This feature is especially useful for regulars with a set routine and don’t want to have to worry about their usual time being taken. Think of your busy clients who do weekly training sessions, get a haircut every three weeks, or have a massage once a month.
Learn how to access this feature on browser and app.
Final Word
Chances are, your regulars already like the way you and your staff do things. And if ever they stop coming in, it’s probably because they got busy or simply forgot. So, your focus should be making their next visit super easy to schedule.
Fortunately, the five Bookedin features we’ve covered here won’t add much extra admin on top of your already packed workload. Each one takes only a few minutes to set up, and from there, they handle a lot of the follow-up and scheduling you’d otherwise have to do by hand.
Want to see what else Bookedin can take off your plate? Check out this extended list of Bookedin features that go beyond basic scheduling and calendar management.
About the Author
With over a decade of experience across startups, online publications, and agencies, Marcy is all about delivering content that connects brands with the audiences they're trying to reach.
