The Reminders Module is very useful for following up with your clients. It is quite simple and is complementary to the Requests Module. It helps you remember to look for customer’s replies especially when you send them an email or an offer from the Request Module. By setting reminders, you avoid losing track of your customer’s replies. Moreover, reminders can be used for other reasons by the person managing a customer’s request in any way that they consider relevant.
In the Request Module, you can contact your clients in two ways:
1) Sending them an email for more information using the ‘Send email’ button
2) Sending them an offer right away if the information in the request was sufficient and you do that using the ‘Send offer’ button.
Once you click on one of the two buttons mentioned above, you’ll get a pop-up screen titled ‘Do you want to add a reminder for the request?’
Setting a reminder is optional where you can simply ignore setting it by clicking on the ‘No’ button. Or, you can go ahead and fill in the ‘Notes’ field with relevant information and/or ‘Rate‘ your reminder based on it’s priority. You also set the ‘Expiry date’ and time. By default, the expiry date is two days from the actual date. When you’re done, click on the ‘Yes’ button.
Upon setting the reminder, you will receive a new reminder mail in your inbox. Once you dismiss a reminder from BookingDom, the mail will automatically disappear from your inbox.
Working with the Reminders Module
By clicking on the Reminders Module icon on the bottom icon bar, then clicking on ‘Request Follow up’, the module will open as such:
Basically the reminders that you see listed are those either due or expired.
If you need to cancel a ‘future’ reminder that you just created, you can search for it by date or location in order to see it in the list of reminders.
Notice that you can open multiple panels for ‘Request follow up’.
The ‘Dismiss’ button, deletes the reminder from the list and from your inbox. You will be asked whether you are sure you want to dismiss the reminder:
You will receive an email notifying you that the reminder was cancelled:
The ‘Open request detail’ redirects you automatically to the Request Module opening the clients request without having to search for it.
Keep in mind that if the client replies to your email (offer email or information email), and the request changes status automatically to ‘In progress‘ then the reminder related to the request will be automatically removed by the system.