{"article":{"id":28111898165133,"url":"https://acuityscheduling-1.zendesk.com/api/v2/help_center/en-us/articles/28111898165133.json","html_url":"https://help.acuityscheduling.com/hc/en-us/articles/28111898165133-Sending-automated-follow-up-emails","author_id":8462735620493,"comments_disabled":false,"draft":false,"promoted":false,"position":1,"vote_sum":0,"vote_count":0,"upvote_count":0,"downvote_count":0,"section_id":47803081219213,"created_at":"2024-07-03T14:57:06Z","updated_at":"2026-09-17T16:58:42Z","name":"Sending automated follow-up emails","title":"Sending automated follow-up emails","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-15T15:07:19Z","user_segment_id":null,"permission_group_id":330627,"content_tag_ids":[],"label_names":[],"body":"<h4 class=\"blurb\" id=\"h_01J3K8E2DXED10AZAME1DG78ZS\">Send emails after your client’s appointment ends.</h4><p>Send your clients an email after appointments to thank them, ask for feedback, or offer discounts for future appointments.</p><p>The number of follow-up emails you can send depends on your <a href=\"http://acuityscheduling.com/pricing\">Acuity plan</a>:</p><ul>\n<li data-list-item-id=\"e0a424eb6a32d83576f6ad6b8d8bc09cb\">Starter or Emerging plan - one follow-up email per appointment</li>\n<li data-list-item-id=\"ee1e30ab6e3ccf738666562f4d3605bbe\">Standard or Growing and Premium or Powerhouse plans - up to six follow-up emails per appointment</li>\n</ul><p>In the <strong>Follow-ups </strong>panel, use the tabs to navigate between the different reminder emails:</p><p class=\"wysiwyg-text-align-center\"><img src=\"https://help.acuityscheduling.com/hc/article_attachments/29517353031821\" alt=\"A screenshot shows three tabs near the top of the panel for three follow-up email templates. The options are labeled by how long after the appointment they send: '1 Day(s) After', '2 Day(s) After', '3 Day(s) After'.\" width=\"596\" height=\"87\"></p><p>Each follow-up email starts with a blank template. Follow the steps for <a href=\"https://help.acuityscheduling.com/hc/articles/28111409877773\">customizing email templates</a> to add content.</p><p>Learn more about <a href=\"https://help.acuityscheduling.com/hc/articles/28110776461709\">Acuity notifications</a> and the other <a href=\"https://help.acuityscheduling.com/hc/articles/16676948151309\">client emails you can send</a>.</p><h2 id=\"h_01J3K5CSW4CQW4ZWM836RE5R75\">Add a follow-up email</h2><p>To add a follow-up email:</p><ol>\n<li data-list-item-id=\"eb6ff2f9c715e42eaec42c23cc1f3891e\">In Acuity, click <strong>Client Emails</strong>.</li>\n<li data-list-item-id=\"e7f4edb389c8fdffcfc0506b4b32d581e\">Click <strong>Follow-ups</strong>.</li>\n<li data-list-item-id=\"eb167f59040b7a003ab7323913c9a539e\">Click <strong>Customize Follow-up emails</strong>.</li>\n<li data-list-item-id=\"eefc52e34a155c5b9bc22da242e88bd81\">Follow the steps to <a href=\"https://help.acuityscheduling.com/hc/articles/28111409877773\">customize an email template</a>.</li>\n</ol><h2 id=\"h_01J3K5CSW4Q1PE883AY9Q2SP5M\">Delete a follow-up email</h2><p>Deleting a follow-up email deletes the template used to generate the emails. To stop sending a follow-up email temporarily but reuse your template, follow <a href=\"#h_01J3K5CSW48FKEQJYC6DZJNCBX\">the steps below</a>.</p><p>To delete a follow-up email template:</p><ol>\n<li data-list-item-id=\"eadef47d8e520cfc18013592eef821879\">In Acuity, click <strong>Client Emails</strong>.</li>\n<li data-list-item-id=\"e72f87fff03d7156749f0ef40b45d38d3\">Click <strong>Follow-ups</strong>.</li>\n<li data-list-item-id=\"e35bb2b97f5cbdc5167ef557a1eba6d6f\">Click the label for the follow-up email you want to delete.</li>\n<li data-list-item-id=\"eea7500c70706d0072e0b75554188859f\">Click <strong>Disable this follow-up</strong>, then click <strong>Remove</strong>.</li>\n</ol><h2 id=\"h_01J3K5CSW48FKEQJYC6DZJNCBX\">Pause a follow-up email</h2><p>To stop sending a follow-up email and save your template:</p><ol>\n<li data-list-item-id=\"e7645b1f0a0e439073eb3c422ee26ae2d\">In Acuity, click <strong>Client Emails</strong>.</li>\n<li data-list-item-id=\"e1c083d297f43f49c4a71928e967a74c5\">Click <strong>Follow-ups</strong>.</li>\n<li data-list-item-id=\"e96773bcf4c8efa7a197a90a410e7f760\">Click the label for the follow-up email you want to pause.</li>\n<li data-list-item-id=\"edbf33e0a8a9ea01dfe38e901dbf97f74\">Drag all appointment types to the Inactive types box.</li>\n</ol><p>To unpause the email, drag the appointment types out of the Inactive types box.</p><h2 id=\"h_01J3K5CSW4ZRYHQSKXDCMEKZH3\">Change follow-up email timing</h2><p>To change when a follow-up email is sent:</p><ol>\n<li data-list-item-id=\"e753e42f7f12f96d9e0b9ab93626a9362\">In Acuity, click <strong>Client Emails</strong>.</li>\n<li data-list-item-id=\"eb49a136cca401a27faa919021229edd3\">Click <strong>Follow-ups</strong>.</li>\n<li data-list-item-id=\"e38b19e9b5be9624bc37c957460d8d16e\">Click the label for the follow-up email you want to adjust.</li>\n<li data-list-item-id=\"e63095a22b07c1fbea1e3aa920fdcb08e\">Edit the <strong>Send this follow-up</strong> field. To send intervals less than a day, use decimal points. The minimum interval is 0.01 days, or about 14 minutes. The maximum interval is 365 days.</li>\n<li data-list-item-id=\"e1efa8eb250896589688daf4e2bebc3f2\">Click <strong>Save template</strong>.</li>\n</ol><blockquote style=\"background-color: #fffbe0; border-color: #ffec82;\"><p><strong>Note</strong>: Follow-up emails aren’t sent until a <a href=\"https://help.acuityscheduling.com/hc/en-us/articles/16676899741581-Creating-a-class-series-in-Acuity-Scheduling\">Class Series</a> ends.</p></blockquote><h2 id=\"h_01J3K5CSW4DC08S5JKZ6ESCFHT\">Send follow-ups only to clients without upcoming appointments</h2><p>You can opt to send follow-up emails only to clients who don’t have another appointment scheduled with you. This setting is off by default.</p><p>If you're sending more than one follow-up email, this setting will apply to each email. The follow-up emails will continue to be sent until the client books an appointment.</p><p>To send follow-up emails only to clients without upcoming appointments:</p><ol>\n<li data-list-item-id=\"e5840d2b4b079e8f76474595b413d5d9c\">In Acuity, click <strong>Client Emails</strong>.</li>\n<li data-list-item-id=\"eae3cd462de018ea5f5ef0d777092661c\">Click <strong>Follow-ups</strong>.</li>\n<li data-list-item-id=\"e6afff592e27f05ad6e13f624a86befbb\">Select <strong>Only send follow-up if the client doesn't have any upcoming appointments</strong>.</li>\n<li data-list-item-id=\"ee37ba2f568e8de4112ae6e050efb001d\">Click <strong>Save settings</strong>.</li>\n</ol><blockquote style=\"background-color: #fffbe0; border-color: #ffec82;\"><p><strong>Note</strong>: The \"no upcoming appointments\" setting applies across all appointment types. If a client has any future appointment, regardless of type, their follow-up won't send. For example, a follow-up for a completed appointment won't send if the client has a different appointment type scheduled later. Acuity doesn't currently support follow-up logic based on appointment type.</p></blockquote><h2 id=\"h_01J3K5CSW4QEJE6R2PS21D6BK1\">Follow-up surveys</h2><p>If you want your clients to fill out a survey after their appointments, follow-up emails are a great fit.</p><p>While it’s not possible to create a survey in Acuity, you can <a href=\"https://help.acuityscheduling.com/hc/articles/28111409877773\">edit your follow-up template</a> to link to a survey you’ve created in another service, such as <a href=\"https://www.google.com/forms/about/\" target=\"_blank\" rel=\"noopener noreferrer\">Google Forms</a> or <a href=\"https://www.wufoo.com/\" target=\"_blank\" rel=\"noopener noreferrer\">Wufoo</a>.</p><h2 id=\"h_01JG4J0WMY3RKC6Z742HZCRFNB\">Canceled and no-show appointments</h2><p>Follow-up emails aren't sent for appointments that have been canceled or <a href=\"https://help.acuityscheduling.com/hc/articles/16676924217101#01GZXMS5TBFQGRYQN28T8QK6M4\">marked as no-shows</a>. If you cancel an appointment or mark it as a no-show after the follow-up email has been sent, it won't be recalled or erased.</p><h2 id=\"h_01KMETY1KQTT0J5C00HN52C9ZC\">Who gets follow-up emails</h2><p>Follow-up emails go only to your clients. You can't send follow-up emails to yourself or your staff. This includes copying yourself.</p>","user_segment_ids":[]}}