How to Set Up Automatic Thank You Messages

Created by Calenso Support, Modified on Tue, 23 Jul at 1:51 PM by Calenso Support

In this article, you will learn how to set up automatic thank-you messages after appointments in your Calenso dashboard. These messages help strengthen customer relationships by thanking your clients after their appointments.



Step 1: Activate Smart Action 

  1. Access Smart Actions

    • Log in to your Calenso dashboard.
    • Navigate to "Smart Actions".
  2. Activate the Smart Action 

    • Find the Smart Action "Automatic Thank You Email After Appointment" and activate it by toggling the switch.
    • Click on "Configure" to proceed.

Step 2: Set Delay Time 

  1. Configure Delay Time 

    • Click on the gear icon next to the delay setting.
    • Enter the number of minutes after the appointment when the message should be sent (e.g., "60" for 1 hour after the appointment).
  2. Save Settings

    • Click "Save" to secure your settings.

Step 3: Customize Text 

  1. Configure Email

    • Click on the gear icon next to "Send Email".
    • Customize the subject and body of the email.
  2. Dynamic Fields 

    • Use dynamic fields to insert specific information about the customer’s appointment.
    • Click on "{...}" to open the list of available fields and select the appropriate one.
  3. Multilingual Support 

    • Translate the customized email into the desired languages.
    • Select a different language and adjust the text accordingly.
  4. Save Settings 

    • Click "Save" to secure the email settings.

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