Sending new customers a welcome email after making their first booking is a great personal touch to add to your services.
To do this, head to your Customer list and select Export customers (CSV) from the Options drop-down menu:
This will download a CSV file (in spreadsheet form, e.g. Excel, Numbers). This contains two columns named 'Total bookings' and 'Total attendances'. If the number in these columns is '1', it is a new customer.
You can filter the emails and send them their welcome email outside of Bookwhen through your email host (Gmail, Outlook, etc.).
💡 To note:
If this is a regular report you'd like to run, for example, monthly, you will need to reference the new file against the previous one to ensure you are only sending emails to new customers and not non-repeat customers that you may have contacted the previous month.
💬 Any questions or feedback? There are two ways to get in touch:
For a quicker response, please contact us via live chat on our homepage or your account.
Or send us an email
Thank you! 🕺