Automate Appointment Reminders and Review Requests with Moosend
The short version: build two workflows, one reminder before each job and one review request after it, and they run on every job.
Moosend
An email tool known for affordable automation. Set up reminders and review requests once, then let them run.
- Automated reminder emails before each job
- Review requests after the job is done
- Visual workflow builder, no code
Plain link, not an affiliate link. Check current plans on Moosend's site.
Why automate it
A missed appointment wastes a trip to the job, and happy customers rarely leave a review unless you ask. Both tasks follow the same pattern every time.
The full flow
- Job bookedAdd the customer to your Moosend list with the job date.
- Day before: appointment reminderDate, arrival window, tech name, and how to reschedule.
- Job done: tag "completed"This starts the review workflow.
- Next day: review requestA thank-you and one direct link to your Google review page.
- A few days later: one reminderOnly if they haven't clicked. Then stop.
Setup checklist
- Export name, email, job date and job type from your CRM or spreadsheet, and import it as a Moosend list.
- Build the reminder workflow, triggered by the job date.
- Build the review workflow, triggered by a "completed" tag.
- Only email customers who gave you their address for the job.
Templates to copy
Reminder
"Hi [Name], a reminder that [Tech] arrives tomorrow between [window] for your [job]. Need to reschedule? Reply or call [phone]."
Review request
"Thanks for choosing us, [Name]. If we did a good job, a quick review helps a small local business a lot: [link]."
FAQ
Do review requests need an unsubscribe link?
Treat them as marketing. Include your business address and an unsubscribe link (CAN-SPAM).
How many review reminders should I send?
One reminder is enough. Then stop, so you don't annoy customers.
Ready to set it up?
Plain link, not an affiliate link.