Follow up with clients who didn't finish booking

When someone enters their contact details on your booking page but leaves before booking a time, Quoti Ai texts them about 1 hour later. The text asks one short question and includes a link that brings back what they picked. You can change the words or turn it off.

Before you start

• Quoti Ai is on (More → Quoti Ai). It needs an active subscription.
• You have a Quoti texting number.
• The client gave a phone number on your booking page.

What counts as an unfinished booking

Your booking page asks for the client's contact details before it shows packages, prices and times. Someone who enters their details and then leaves without booking becomes a request with the stage Unfinished booking. You'll find it in the Sales tab.

If someone leaves before entering their details, there is no request and nobody to follow up with.

What Quoti Ai sends

• About 1 hour after they leave, Quoti Ai texts one short question: did something stop them, or do they have a question about the service or the price.
• Your booking link goes on the line under the text. It reopens the booking page at the packages step, with the services and answers they already picked.
• The text goes out by itself, never between 9 pm and 8 am. During those hours it waits until morning. If you set your own quiet hours in Quoti Ai settings, it follows those.
• Each unfinished booking gets one text at most.
• No text goes out if, in the meantime, the client books, texts you, or you text them.
• If the request looks like a test, spam or a duplicate, Quoti Ai holds it for you as a card in the Sales tab instead of sending it.

Change the text or turn it off

1. Tap More → Texts & emails.
2. Under Online booking, tap Unfinished booking.
3. Use the Send this text automatically switch to turn the text on or off. When it's off, nobody gets a text, but you still see these requests in the app.
4. Edit the text. Tap Variable to add a detail like [client_first_name] or [company_name] at the end of the text. You don't need to add the link: Quoti adds it under your text.
5. Check the Preview, then tap Save.

The default text is: "Hi [client_first_name], it's [company_name]. I saw you started a booking with us. Did something stop you, or do you have a question about the service or the price? Just reply to this text." Tap Reset to default to go back to it.

Tips

• When the client replies, the conversation is in your Inbox, like any other text.
• If you write your own text, keep it short and end with a question the client can answer in a few words.

Related articles

• How your booking page works
• Edit the texts and emails your clients get
• What Quoti Ai does
• Track your leads in the Sales tab