Step 16: Confirmations and reminders
Two automations, and every booking from here gets both without you touching anything.
What to do
Outreach, then Automations in the left rail under Automation.
- Click Template gallery, or Browse template gallery if your list is empty.
- In the category rail choose Bookings, click the Booking/Order Confirmation card, then Add 1 template.
- In the category rail choose Reminders & follow-ups, click Pre-Trip Reminders, then Add 1 template.
- Click Edit on the reminder sequence to set your send offsets.
If you only do one of these, do the reminder. Nothing else on that list cuts no-shows as much.
Watch out for
The first pre-trip step is seven days before the customer stands on your dock, whether they booked in March or yesterday.
Confirmations, receipts and transactional SMS still send, because those are the ones a customer is owed. Reminders, review requests and sequence steps stop. Queued email steps are cancelled outright, not delayed, so switching it back on does not make them catch up. Use it for a real closure, not as a temporary quiet button.
Worth adding next
Review requests after the rental, and cart recovery for abandoned bookings.
You are done when
A confirmation and a reminder are both live, with offsets that suit how far ahead your customers book.