With vcita, you can handle appointment follow-ups either automatically or manually.

Setting Up Automated Follow-Up Messages

Follow these steps to set up automated follow-up messages:

1. Open the Settings menu and click Auto Client Messages. 
2. On the right side of the page, click the Post-appointment Follow-up Quick Navigation link. 
   
   
3. In the Follow-up list, make sure that Automated follow-up is selected. Then, open the Time after appointment list and choose when the follow-up should be sent. Options range from Immediately after to 18 months after. 
   
   
4. If you want, update the default message content as you wish.
5. At the top of the page, click Save.

Once the Appointment / Event occurrence is created, the programmed Follow-Up is displayed in the Appointment window, as shown in the example below.

 Working with Manual Follow-up Actions

vcita offers the following manual booking follow-up actions:

• Sending a thank-you email with a Scheduling call-to-action button, so the client can schedule the next appointment
• Scheduling the follow-up appointment for the client

Both of these actions are done from the Appointment details page of the original booking. To get started, open a completed appointment, or open a scheduled appointment, click and mark the appointment as Completed.

Next, click the 3-dot icon again and select Take follow-up actions.

You will have two follow-up options.

Sending a Thank-you Message and Invitation to Book

1. Select Send a thank you note... from the above dialog box.
2. Update the text of the message as you wish, and then click Send. 
   
   
   The figure below is an example of how the client would see the message:
   

Scheduling a Follow-up Appointment for the Client

1. Select the Schedule a follow-up appointment radio button from the above dialog box and click Next. 
   
   
   The New Appointment dialog opens. 
2. Complete the appointment details. You can type a personal message to the client in the space provided. 
   
   
3. Click Send.