Hi guys! Is there a way to do the following?\u000a1\u002D When a booking is created, a profile is created, right?\u000a2\u002D Send an automatic follow\u002Dup email AFTER the meeting (24h or whatever), and JUST if it\u0027s the first time that the person books the event\u000aI want to send an automatic email saying thanks, but also, adding a link to review the service in Google, etc... but I don\u0027t want to send that email every time a person comes (for a service as nutritionist, patients comes twice per month, and some for a year, so I don\u0027t want to bother each time they come).\u000aThanks!

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Natasha_originals · Answer

Hello petaqui, \u000a\u000aThank you for your questions! \u000a\u000a1\u002D When a booking is created, a profile is created, right?\u000a\u000aNot entirely. You will get contact details, including name and email address, and those details can be exported as a CSV file and used for email sending.\u000a\u000a2\u002D Send an automatic follow\u002Dup email AFTER the meeting (24h or whatever), and JUST if it\u0027s the first time that the person books the event\u000aI want to send an automatic email saying thanks, but also, adding a link to review the service in Google, etc... but I don\u0027t want to send that email every time a person comes (for a service as nutritionist, patients comes twice per month, and some for a year, so I don\u0027t want to bother each time they come).\u000a\u000aNotifications in TidyCal are sent automatically and periodically, which means that TidyCal will send the first notification when the booking is created, 24 hours before the booking, and 1 hour before the meeting starts.\u000a\u000aHowever, the reminders will be sent only to your client, not to you. \u000aYou will get your calendar reminders as TidyCal will record the event in your own calendar and use your own calendar reminder settings.\u000a\u000aFurther selective follow\u002Dup emails, as you described, can be created independently using the CSV file we have mentioned, where you choose to whom you will send those emails.\u000a\u000aWe hope this will help and if you have any other questions please let us know by emailing our support team at support@tidycal.com.\u000a\u000aHave a wonderful day and kind regards from the Originals Team!

casper74 · Answer

Hi Natasha, I have the same question. I\u0027ve moved over from Calendly and miss the feature. Getting the CSV file just means doing this manually \u002D am I correct?

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