Upgrade Appointment with Add-On Campaign

Upgrade Appointment with Add-On Campaign

✨ Upgrade Appointment with Add-On Campaign

Encourage upcoming appointments to include optional add-on services — from wellness extras to premium treatments — and increase your average booking value automatically.

What it does

  • Targets customers with an appointment scheduled within X days.
  • Sends a friendly reminder about optional add-on services.
  • Includes a discount code to motivate quick upgrades.

Why it works

  • Increases revenue per booking with minimal effort.
  • Improves experience by highlighting premium options.
  • Runs automatically ahead of upcoming appointments.
Placeholders you can use:
%CustomerFirstName% → Customer’s first name  •  %CompanyName% → Your business name  •  %DiscountCode% → Discount code (text only in SMS)

Step 1 — Basics

  1. Go to Marketing → Add Campaign.
  2. (Optional) Enable Include all customers across selected stores and Enroll all new locations automatically.
  3. Name the campaign (e.g., Upgrade Reminder – 2 Days Before Appointment).

Step 2 — Message & offer

  1. Send type: Automated
  2. Send criteria: Customers who have appointment scheduled in upcoming X days
  3. Parameter X: e.g., 2
  4. Campaign type: Text
  5. Offer (discount): select your promo (e.g., 10% off any add-on or $5 off upgrade)
  6. Recipients: Main contacts/parents
  7. Subject: Add something extra to your upcoming appointment
  8. Sample SMS content:
    Hi %CustomerFirstName%, your appointment is coming up soon!
    Add an upgrade or extra service to make the experience even better.
    Use code %DiscountCode% when you check out at %CompanyName%.
Note: SMS includes the text discount code only. Email versions can include a scannable %DiscountBarcode% for checkout.

Step 3 — Schedule & audience

  1. Set a Start date and Send time (e.g., 2:30 AM).
  2. Target customers with appointments within the next X days.
  3. (Optional) Filter by state or ZIP for location-specific campaigns.

Step 4 — Preview & launch

  1. Preview message and merge fields.
  2. Send a test SMS to verify layout.
  3. Click Save to activate.

Best practices

  • Be neutral and friendly. Works across all service types — from grooming and lessons to wellness or childcare.
  • Show value. Mention benefits (“enhance your appointment,” “enjoy a little extra”).
  • Send 1–3 days before. This gives customers time to decide and add to their booking.
Pro tip: Combine this with a “Thank You” or “Feedback” follow-up to build retention and repeat bookings.
Need help? Contact Franpos Support and mention: “Add-On Upgrade Trigger.”

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