9 Secrets to Optimize Your Schedulicity Booking Account

Learn a new trick about your online scheduling software — especially if it means taking your business to the next level.

Our CEO, Jerry, recently asked our Customer Experience team, who we fondly call our Schedulicity Rockstars, what they thought were Schedulicity’s best features that tend to get overlooked.

Below, you’ll find Jerry’s secrets, plus even more ideas from our Rockstars.

(Because the more you know, the better you can optimize your scheduling software.)

Note: It’s best to log into a Schedulicity account to see these tips in action. If you’re not a Schedulicity business already, sign up today for free.

Schedulicity’s Best Scheduling Software Features

Mailing List Filters

Our email marketing tools let you get super specific about who you’re emailing through filters.

You can sort email lists by service or by class, or you can go even deeper.

“I talk to a good amount of folks that don’t know how extensive the email filters get,” says Rockstar Alex.

“You can filter by class, but you can even filter a specific class mailing list by who has checked into the class.”

There’s even a Problem Email Addresses Report. This is a list of clients who were sent email messages that bounced back or were undeliverable.

You can either correct the email address and send again, or add a filter to exclude these emails. (Learn more about how to avoid the spam folder.)

Cleanup Time

This is a huge one. This scheduling feature is so awesome, seven separate Rockstars mentioned it as a vital tool for everyone:

• Hair stylists
• Barbers
• Massage therapists
• Estheticians and cosmetologists

It’s so easy to add cleanup times to your services. This trick schedules time between appointments to clean up.

Now, you can clean up your station, prep for the next client, and keep your busiest days on track.

Scheduling, Payment, and Client Reports

To quote Rockstar Chelsea on this: “Many people don’t know about what reports they have for FREE!”

Using Schedulicity’s reporting is one of the best ways to see how your business is doing.

Here’s what you can find:

• Scheduling: Schedule By Provider, Class or Workshop Attendance, Cancellations, and Booking Activity
• Clients: New and Total Client Bookings; Client by City, Provider, or Tag; and Client List
• Payment: Auto-Billing, Sales Summary, Estimated Revenue, Product Management, and Total Transactions
• Other: Service, Class, Promotion, or Package Popularity; Promotion Performance

Check out the details of each report you can find in Schedulicity.

Customizable Away Messages in Appointment Policies

Schedulicity Rockstar Nicolette loves sharing this feature with new businesses.

They’re delighted to find out they have full control over customizing their away message for appointments.

If you haven’t customized yours yet, it’s a quick edit you can make in a few minutes.

Text reminders for appointments

This is another great way to keep your clients up to date.

Text reminders for appointments cut down on no-shows, and they’re one of the most requested features for scheduling software.

Birthday Emails + Discounts

This is another fun client communication tool. Reach out to clients and invite them to add their birthdays to their Schedulicity account.

(It’s the same one they use to book with you.)

By setting up all your clients’ birthdays now, you can automate messages and discounts to them every month.

Those annual promotions help generate extra revenue.

Here’s how to send birthday emails to clients, including a how-to video!

Reliability Ratings

Another one of Chelsea’s favorite hidden gems is client reliability rating.

Everyone knows about reviewing businesses, but our scheduling software lets you review clients.

The client reliability rating is based on how many times someone is 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 an appointment with you.

The “View Listing” Feature

Did you know you can use “View Listing” to see what your clients see when they visit your business profile?

“This booking feature helps you 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 have a deeper understanding of what their booking experience is like.”

Custom Colors for Personal Time Swatches

We love sharing new scheduling features.

We know the Personal Time feature is a fan-favorite. (Learn more about how to set your time off in Schedulicity.)

Now, Rockstar Kelly points out, you can now customize your personal time color, which makes scanning your calendar that much easier.

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Don’t forget that our Schedulicity Rockstars are always here to help you.

They know changing to or starting a new booking software can be complicated.

That’s why they’re here to help you set up your Schedulicity account for free.

Reach out anytime at support@schedulicity.com.