Send emails after your client’s appointment ends.
Send your clients an email after appointments to thank them, ask for feedback, or offer discounts for future appointments.
The number of follow-up emails you can send depends on your Acuity plan:
- Emerging plan - one follow-up email per appointment
- Growing or Powerhouse plans - up to six follow-up emails per appointment
In the Follow-ups panel, use the tabs to navigate between the different reminder emails:
Each follow-up email starts with a blank template. Follow the steps for customizing email templates to add content.
Learn more about Acuity notifications and the other client emails you can send.
Add a follow-up email
To add a follow-up email:
- Open the Email Settings panel: I log in with an Acuity account | I log in with a Squarespace account.
- Click Follow-ups.
- Click Add a follow-up.
- Follow the steps to customize an email template.
Delete a follow-up email
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 the steps below.
To delete a follow-up email template:
- Open the Email Settings panel: I log in with an Acuity account | I log in with a Squarespace account.
- Click Follow-ups.
- Click the label for the follow-up email you want to delete.
- Click Disable this follow-up, then click Remove.
Pause a follow-up email
To stop sending a follow-up email and save your template:
- Open the Email Settings panel: I log in with an Acuity account | I log in with a Squarespace account.
- Click Follow-ups.
- Click the label for the follow-up email you want to pause.
- Drag all appointment types to the Inactive types box.
To unpause the email, drag the appointment types out of the Inactive types box.
Change follow-up email timing
To change when a follow-up email is sent:
- Open the Email Settings panel: I log in with an Acuity account | I log in with a Squarespace account.
- Click Follow-ups.
- Click the label for the follow-up email you want to adjust.
- Edit the Send this follow-up 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.
- Click Save template.
Send follow-ups only to clients without upcoming appointments
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.
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.
To send follow-up emails only to clients without upcoming appointments:
- Open the Email Settings panel: I log in with an Acuity account | I log in with a Squarespace account.
- Click Follow-ups.
- Select Only send follow-up if the client doesn't have any upcoming appointments.
- Click Save settings.
Follow-up surveys
If you want your clients to fill out a survey after their appointments, follow-up emails are a great fit.
While it’s not possible to create a survey in Acuity, you can edit your follow-up template to link to a survey you’ve created in another service, such as Google Forms or Wufoo.