In order to quickly find customers who stopped using your services, you can use the no appointments booked search criterion (more on search criteria >).
Once you've identified such customers, you can quickly send them a message that will help you win them back.
Tip: If you use the Marketing Automation add-on, you can set up a campaign that will automatically find customers who stopped visiting you and send them a message encouraging them to come back. Therefore you will not need to go through the process manually - Versum will do it for you.
In order to do that:
- Click customers in the left sidebar
- Expand the search criteria section on the left, by clicking the + more option:
- Select the no appointments booked filter
- Click the calendar icon and select a period you would like to check:
- Click apply
- Versum will display customers who don't have any appointments in the selected period
If you'd like to send the customers a message to encourage them to book another appointment:
- (Follow the steps 1-6 above)
- Select the select all check box:
- Click the actions button in the right upper corner and select send a message: