Automatic follow-ups around each booking (before and after the event)

Modified on Fri, 10 Jul at 8:12 PM

Great client experiences come from good timing - a friendly note as the event approaches, and a thank-you (and review ask) once it's done. KM Hub can handle these booking-based touchpoints for you, using the same Sequences engine, with your approval on every message.

How it works

Instead of timing messages from when a lead is added, booking sequences are timed around each event date. That lets you set up nudges like:

  • Before the event: a confirmation, a planning reminder, or a request for final details a week out.
  • After the event: a thank-you, a review request, and a gentle "book us again" for next year.

Set it up

  1. Open Sequences and create a sequence for your bookings.
  2. Add steps with timings relative to the event (for example, 7 days before, 1 day after, 7 days after).
  3. Write each message with merge tags so the client's name, date and package fill in automatically.

Stay in control

Each message waits in your Approval Queue until you approve it, or you can grant autopilot in the Autopilot Center so approved booking sequences run automatically. Your Go live switch still governs whether anything actually sends.

Success looks like: a booked client automatically receives your pre-event reminder and post-event thank-you at the right moments, each one approved and in your voice.

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