What follow-ups are good for
- Saying thank you and showing appreciation
- Asking for feedback or a review
- Encouraging a repeat booking with relevant next sessions
- Sharing photos or related resources
- Building a longer-term relationship
Build the email
1
Open Communications → Workflows
Find the Course end trigger. It fires based on the session’s end time.
2
Choose a session group
Use All sessions to start, or a specific session group for different follow-ups by course type.
3
Create a new template
Click Add communication → Create new template and name it (e.g. Thank you and feedback).
4
Write a warm subject line
Examples: Thank you for joining us! How was ? or We hope you enjoyed .
5
Write the body
Lead with thanks. Ask for feedback gently. Offer a next-step booking or related session.
6
Set timing — after, not before
Switch to Custom timer. Choose a value and unit (e.g.
1 Days) and set the direction to After the trigger.7
Send to the client email
Pick Client email as the recipient.
8
Test and save
Use Send test email before going live.
Good timing windows
What to include
- Thank you — open with appreciation.
- Personal touch — use the customer’s name and the session name.
- Feedback request — keep it optional and easy.
- Rebooking opportunity — show relevant upcoming sessions or a special offer.
- Warm closing — end on a positive note.
A simple follow-up sequence
For repeat-booking customers, a short sequence outperforms a single email:- Same day or next day — short thank-you.
- 2–3 days later — feedback or review request.
- 1 week later — relevant rebooking offer.
Tips
- Be genuine. Auto-generated thank-yous that sound corporate are easy to spot.
- Keep it short. Long follow-ups don’t get read.
- Test the direction — After, not Before. A “thank you” arriving before the session is awkward.
- Pair with a discount code for a stronger rebooking nudge.
Related guides
Pre-arrival reminders
The reminder that goes out before the session starts.
Confirmation emails
The first email a customer sees after booking.