We’ve made it easier to follow-up with customers that didn't complete the AutoOps scheduling process. With the new Abandoned Booking Follow-Up feature, AutoOps and Steer work together to automatically text or email customers who didn’t complete their appointment—so you never miss a chance to fill the calendar.
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How Automated Follow-Ups for Abandoned Bookings Work
How to Edit and Enable Automated Follow-Ups for Abandoned Bookings
How to Edit and Enable Automated Follow-Ups for Abandoned Bookings
Navigate to Steer.
1. Appointments > Notifications.
2. Scroll to the bottom of the page.
3. Toggle "ON" Email and/or Text notifications in "Abandoned Appointment" section.
Sending Rules:
- Abandoned Booking follow-ups send instantly upon the integration trigger.
- You can adjust the period in which a customer cannot receive the same notification.
- Click "Sending Rules" to adjust.
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Manage Templates:
- Edit the text and email content of the Abandoned Booking follow-ups.
- Click "Manage Templates" > "Edit Template" to adjust.
How Automated Follow-Ups for Abandoned Bookings Work
The integration between Steer and AutoOps tracks abandoned booking events in AutoOps, transferring that information to Steer, and allowing you to automatically follow-up with those customers.
Commonly Asked Questions:
How do abandoned booking events transfer into Steer?
Abandoned booking data, including: scheduling progress, exit form details, and abandonment dates/times, is automatically imported into Steer through the Steer and AutoOps API integration.
What is considered an abandoned booking event?
If an appointment is started but not completed in AutoOps scheduler, it is marked as abandoned automatically after 1 hour of inactivity, or within 10 minutes if the user manually closes the scheduling window.
Where can I see a specific customer's abandoned bookings?
You can view a customer's abandoned booking history on their Customer Profile.
Will Steer match abandoned booking customer information to existing customers?
Steer matches imported data with existing customer profiles using phone numbers or email. If no match is found, a new profile is created.
Will customers receive multiple texts if they have multiple abandoned bookings in the same day?
By default, only one notification is sent per abandoned appointment event per day-even if a customer creates multiple abandoned appointments in one day.
Can I customize when the abandoned booking follow-ups send?
The notification window can be adjusted up to 7 days, giving shops control to avoid overwhelming customers with too many messages.
Please reach out to Customer Support if you have any questions.
- or chat with our team via the Steer platform.