When this helps
Useful check-ins and rebooking prompts are often delayed because the professional has to remember who needs attention and when.
How Yuna helps
Create follow-up rules
Configure business follow-up timing and service-specific next steps, including post-care and rebooking intervals.
Let Yuna prepare the task
After an appointment, Yuna prepares follow-ups using the client and service details you have saved.
Review or send automatically
Choose to review and edit each message first, or allow Yuna to send it automatically at the time you set.
Getting started
- Choose follow-up timing in Settings and keep service instructions current.
- Complete appointments so Yuna can evaluate the next eligible follow-up.
- Keep a valid client email address or phone number and sufficient channel allowance.
Good to know
- Follow-up suggestions and drafts are not guaranteed outcomes and should be checked for the individual client.
- Automatic follow-ups are sent without asking you to approve each one. Choose review first when a message needs a personal check.
- Sending depends on the client's contact details, their preferences, and your plan's messaging allowance.
What this gives you
Timely next steps in one place, with the level of review you choose.
Example
Two weeks after a completed treatment, Yuna prepares a check-in. You review the wording, remove an irrelevant sentence, and send it. Timing follows the schedule you chose.