If a client is not fully satisfied with a service, you can easily schedule a redo appointment to offer a complimentary follow-up service. This feature helps enhance customer satisfaction and build trust by ensuring clients receive the quality care they expect. This article will guide you step-by-step on how to configure your account to enable redo appointments.
Things to know
- The ability to schedule redo appointments is governed by both the "Allow Redo Appointments" setting and the "Accessing Appointments" access control permission.
- Clients are not charged for redo appointments
- The Redo button only appears on completed appointments
- Services that normally require a deposit will not require one when scheduled as a redo
- You can remove individual services from a redo appointment if they don’t need to be repeated
- The system matches services by name. If multiple services with the same name are on the ticket, the system cannot determine which one was redone. As a result, all services with that name will be marked as redone in the compensation report.
- Redo appointment activity is tracked in the Redo Appointments Report for easy reference and analysis.
To configure your account to allow redo appointments, simply:
- Go to Business Setup > Settings
- Activate the Allow Redo Appointments setting
- Once activated you can determine if staff members should receive service commissions on redos
- Save your changes
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