Sending First Appointment Campaign (Event Based)
Once you have created an event based campaign, you can follow the steps shown below to send the campaign to customers:
1) Get started by clicking on Customers in the main menu
2) Find the customer using the filter bar
3) Once you find the customer, look under the 'Actions' column and click the calendar icon (as seen in the screenshot below)
4) Click the
Add New
Event button
5) Select
First Visit from the Event Type dropdown menu and assign the date and time for the first appointment.
6) You can also assign a staff member if required.
7) Click on 'Save' once you're done.
8) You can now reschedule or cancel the appointment by clicking one of the two buttons shown in the screenshot below:
