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Automatic Email Reminders

Hopefully you all are using a CRM (customer relationship management) software of some kind to keep track of your customers, invoices, calendars, etc.  Currently we use StudioCloud.  There are many important features you’ll want to have in your CRM system, such as: customer accounts, invoices, calendar appointments, etc.  But one major feature that should be a deciding factor on a system is automatic email reminders.

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When Sal and I started our studio, we used outlook calendar for all our appointments.  But constantly I would have our clients forget about their appointment, not show up, mix up the times, creating alot of lost time and frustration on both ends.  It was then I realized I needed a system where I could create custom automatic reminders for each type of appointment I had.  Enter StudioCloud.

Now I have over 60 different automatic email reminders, all dependent on the type of calendar appointment.  For example, lets stay I block of Jan. 1st 2013 for a wedding.  I have my system set up so that anytime I schedule a wedding, 3 months prior to their date, it will send out an email I created directly to the client, letting them know we need to schedule a day to review their timeline.  30 days prior to their wedding my system will send them a reminder that their balance is due in full.

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Its custom email reminders like this that make scheduling and customer communication so easy and manageable.  Be proactive and find a system with automatic email reminders.  It will keep your customers happy and impressed at your organization as well as eliminate wasted time and stress so you can focus on the important things!

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