With spring just around the corner, there’s no better time to learn a new trick or two — especially if it means taking your scheduling app to the next level!
Our CEO, Jerry, recently asked our Customer Experience team (we fondly call them our CX Rockstars) what they thought were some of Schedulicity’s hardest working features that tend to get overlooked.
Jerry sent some of this list out via email earlier this week, but the suggestions just kept coming. Below, you’ll find all the ones he shared plus even more ideas from our Rockstars. Because the more you know, the better equipped you’ll be to take charge of this complicated situation.
Note: Some of the links below require you to log in to your Schedulicity account to see them in action. If you’re not a Schedulicity business already, sign up today for free.
9 of Our Favorite Lesser-Known Schedulicity Features
Mailing List Filters
Our email marketing lets you get super specific about who you’re emailing through filters. You can send emails by service or by class, but you can go even deeper than that. “I talk to a good amount of folks that don’t know how extensive the filters get,” says CX Rockstar Alex. “You can filter by class, but you can even filter a specific class mailing list by who has checked into the class.”
This is a huge one. So huge, seven separate CXers voted for it making the list. If you haven’t done it already, it’s so easy to add cleanup times to your services, which will help you schedule plenty of time between clients but also keep even your busiest days on track.
To quote Rockstar Chelsea on this: “Many people don’t know about what reports they have for FREE! ” Paying attention to reporting is one of the best ways to see how your business is doing, and we’ve got plenty of ways to dig in.
Customizing your unavailable message for appointment policies
Nicolette loves sharing this feature with new businesses who are delighted to find out they’ve got full control over it. If you haven’t customized yours yet, it’s a quick tweak you can make today.
Inviting people to text reminders
This is another great way to keep your clients up to date. Text reminders help you cut down on confusion and no-shows — two elements that will be more important than ever when you reopen your doors.
Birthday Emails + Discounts
While you’re waiting to reopen, you can use our email marketing to reach out to clients and invite them to add their birthdays to their Schedulicity account (the same one they use to book with you). By getting them all set up now, you can automate inviting them in for special discounted services. Those rolling promotions will help get some extra income in your account when you begin taking appointments again. Here’s a whole article on how to do it, including a how-to video to share with clients.
Another one of Chelsea’s favorite hidden gems, a client’s reliability rating is based on how many times they’re marked by you or another Schedulicity business as a no-show. You can set a “baseline reliability rating” that prevents the most notorious flakes from automatically booking time on your schedule.
The “View Listing” Feature
Did you know you can use “View Listing” to see what your clients see when they visit your business profile? “That way you can make sure that everything is set up just the way you like it,” says Rockstar Hillary. “And then, if you ever have questions from a client, you’ll have a deeper understanding of what the booking experience is like.”
Setting Custom Colors for Personal Time Swatches
We love sharing new features. Kelly points out that you can now customize your personal time color, which makes scanning your calendar that much easier.
Don’t forget that our Rockstars are always here to help you figure out how to make the most of our features. They’re some of the kindest, funniest people we know, and they want to help you work through all these new challenges. Reach out anytime at firstname.lastname@example.org.