Customer Management

What We Collect

AppointPro automatically captures essential customer data:

• Name and contact information
• Service history and preferences
• Location for service delivery
• Payment methods (securely stored)
• Appointment notes and special requests
• Communication preferences

Customer Profiles

Each customer has a comprehensive profile showing:

Automated Emails

AppointPro sends these emails automatically:

• Booking Confirmation

  Sent immediately after booking with all details

• Appointment Reminders

  24 hours and 2 hours before appointment

• Rescheduling Notices

  If you change appointment time/date

• Follow-up Messages

  Thank you and review requests post-service

Customizing Notifications

Personalize your customer communications:

• Add your logo and branding
• Customize email templates
• Include special instructions
• Add personal welcome messages
• Set reminder timing preferences

Building Relationships

• Respond to inquiries within 24 hours
• Use customer's preferred name in communications
• Send thank you messages after appointments
• Remember and note special occasions
• Ask for feedback and act on it

Handling Special Requests

Make notes about customer preferences:

Collecting Reviews

Best practices for getting customer feedback:

• Send review requests 24-48 hours after service
• Make it easy with one-click review links
• Ask specific questions about their experience
• Respond to all reviews, positive and negative

Managing Feedback