Follow Up Emails for Agents

Follow up email sequence This feature allows scheduling a follow-up email to be sent after the Project Complete email. To enable this feature simply go to configure booking>general and scroll down to the email templates. Here you will find a send follow up email template you can edit.

Once you edit you will see an option to specify the time delay for sending the follow-up email after the Project Complete email.

Automated Payment Reminder Emails for Unpaid "Pay to Unlock" Orders You can set up automated reminder emails to send to clients with unpaid "Pay to Unlock" orders. This email will go out to clients every X amount days until the order is paid. How to Enable & Configure:

• Go to Configure Booking > General.

• Scroll down to "Automated Reminders for Unpaid 'Pay to Unlock' Orders".

• Enable the feature.

• Click "Edit Template" to customize the email message and set the frequency of reminders.