Setting up short pick-up and drop-off appointments

Setting up short pick-up and drop-off appointments

Setting up short pick-up and drop-off appointments A Andrew Kelly

Say your clients schedule quick appointments to drop off paperwork for tax season. You want to also have them schedule a quick appointment a week later to pick up their documents. Here are some options:

Option 1:

  • Have clients book drop-off appointments on your scheduling page.
  • Edit the drop-off appointment's confirmation message to include instructions on how to book the pick-up appointment type, including a direct scheduling link to the pick-up appointment type.This ensures they are taking action, or at least aware of how to take action, before leaving the confirmation page.
  • Include the same information in the confirmation and reminder emails using the tag %typeconfirmationmessage%.
  • Clients will click the link to schedule their pick-up appointments, and the loop will be closed.

Option 2:

  • Have clients book drop-off appointments on your scheduling page.
  • Edit the template for the reminder email sent 24 hours before the drop-off appointment to include instructions on how to book the pick-up appointment type, including a direct scheduling link to the pick-up appointment type. 
  • Clients will click the link to schedule their pick-up appointments, and the loop will be closed.
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