When a job is finished, Service OS works out when the customer needs the same service again, from how often that service is needed. Service due lists them. The Due tab shows customers due in the next 30 days, or overdue, who have not booked again.
Customers who gave an email get a reminder a few days before by themselves, with a link that books the same service and option. Customers with your App also get a notification. Nothing is sent on WhatsApp automatically, so for everyone else, send it yourself:
- Open Service due on your phone, or on a computer with WhatsApp.
- Find the customer and tap WhatsApp.
- WhatsApp opens with the message ready: their first name, the service, your business name and the booking link.
- Read it, change anything you like, and tap send.
The message goes from your own WhatsApp and is written in English. The page cannot see that you sent it, so the customer's status does not change.
The other buttons:
- Remind now sends the reminder email (and App notification) straight away, at most once a day per customer.
- Dismiss takes the customer off the Due list and stops reminders for this visit. Restore brings them back.
Customers who book again move to Booked again. Customers who pressed stop in a reminder email show Asked to stop and get no more reminders.
To change how often each service is needed, or when reminder emails go out (7 days before, at 10:00, unless you change it), press Reminder settings.