Yes, reminders can be based on service dates, contract periods or another agreed trigger. The source date and reminder rules need to be reliable. An incorrect due date can create unnecessary messages or cause staff to miss work that genuinely needs arranging.
How could this work in practice?
A record could show the last completed service, next due date and customer contact preference. The system can prepare a reminder and record its outcome. If the customer books, staff should be able to see that action without continuing to send unnecessary follow-ups.
What needs to be agreed before development?
Define when reminders stop, who can change dates and how cancellations are handled. Check communication requirements with the person responsible for the business’s customer messaging. Keep operational notices and promotional campaigns distinct when designing the process.
What should we check before using it?
Test changed dates, missing contact details and failed delivery. A sent message should not be treated as proof the customer received or acted on it. Give staff a view of unresolved reminders so the process includes follow-up rather than just automatic sending.
How can Digital Solutions help?
Digital Solutions can review your current process and scope the development needed for your business. Book a free 15-minute software review or visit https://www.digitalsolutions.help/.