AutomaticallyRecall ClientsWhen They Are Due for a Return Visit
Set up intelligent recall rules that identify clients who are due for their next treatment and trigger personalised re-engagement messages with a booking link — completely automatically.
play_circleWatch the Tutorial
Automatically Recall Clients When They Are Due for a Return Visit
Set up intelligent recall rules that identify clients who are due for their next treatment and trigger personalised re-engagement messages with a booking link — completely automatically.
Client recall is the automated process of bringing lapsed clients back — messaging people who are due a repeat treatment or haven't visited in a while. It is one of the cheapest ways to grow revenue because it reactivates clients you already have. ClinicSoftware.com sends recall messages automatically based on each client's treatment history, so no one is forgotten.
What is client recall?
Client recall is automatically contacting clients who are due to return — for example six weeks after anti-wrinkle treatment — or who have lapsed. It reactivates existing clients rather than paying to find new ones. ClinicSoftware.com triggers recall messages from treatment history automatically.
Why is recall the cheapest way to grow revenue?
Reactivating an existing client costs far less than acquiring a new one, because they already know and trust the clinic. A well-timed recall message often converts into a booking with a single tap.
How does automated recall work?
You set recall rules per treatment — the interval after which a client should return — and the system messages clients automatically when they are due. ClinicSoftware.com includes a book-now link so the client can rebook instantly.
Can recall win back lapsed clients?
Yes. A lapsed-client campaign targets people who haven't visited in a defined period with a tailored offer or reminder, bringing dormant clients back into the diary.
Key Numbers at a Glance
Metric
Value
Cost to reactivate vs acquire
Far lower to reactivate
Recall trigger
Automatic, from treatment history
Rebooking
One-tap book-now link
Frequently Asked Questions
What is client recall?
Client recall is automatically contacting clients who are due a repeat treatment or who have lapsed, so they rebook. ClinicSoftware.com triggers these messages from each client's treatment history, so nobody is forgotten.
Why is recall worth doing?
Reactivating an existing client is far cheaper than acquiring a new one and converts more easily, because the client already trusts the clinic. Recall is one of the highest-return activities a clinic can automate.
How does automated recall work?
You set a return interval per treatment, and the system messages clients automatically when they are due, with a one-tap book-now link. ClinicSoftware.com handles the timing and sending for every client.
Can I win back clients who stopped coming?
Yes. A lapsed-client campaign targets people who haven't visited within a set period with a tailored message or offer, bringing dormant clients back into the diary.
What treatments suit recall?
Any treatment with a natural repeat cycle — injectables, facials, laser courses and maintenance appointments — suits recall, because there is a clear point at which the client is due to return.
How It Works in ClinicSoftware
01
Set a recall interval for each treatment (e.g. 6 weeks for anti-wrinkle)
02
Let ClinicSoftware.com message clients automatically when they are due
03
Add a one-tap book-now link to every recall message
04
Run periodic lapsed-client campaigns for dormant records
Recall is one of the highest-ROI tools in ClinicSoftware because it targets clients who already love your services and simply need a timely nudge to rebook. Configure recall rules per service: send a personalised re-engagement message a set number of weeks after a client's last appointment of that type. Each message includes a direct booking link. The recall dashboard tracks how many messages were sent, how many were opened, and how many resulted in a confirmed rebooking.
How It Works
01
Navigate to Marketing then Recall and click Create New Recall Rule.
02
Select the service or service category that triggers the recall.
03
Set the recall delay: the number of weeks after the client's last appointment of this type before the message fires.
04
Choose the delivery channel — SMS, email, or both — and write or select the recall message template.
05
Activate the rule — it runs continuously and fires automatically for every client who reaches the recall trigger date.
Key Features
replayService-specific recall rules
replayConfigurable delay in weeks
replaySMS and email delivery
replayPersonalised message templates
replayDirect booking link inclusion
replayRecall sent and conversion tracking
replayMulti-service rule management
replayPause and resume control
Pro Tips
lightbulbRecall is your single highest-ROI retention tool — set up a rule for every service with a natural repeat cycle.
lightbulbWrite recall messages in the first person as if from the therapist personally — the conversion rate is noticeably higher.
lightbulbA/B test recall timing by running the same message at 6 weeks and 8 weeks to find the optimal window for each service.
lightbulbReview recall conversion rates monthly per service — they reveal which treatments have the most loyal client base.
Feature Illustration
imageRecall
Feature illustration
Try It Free
Get full access to Recall and every other feature in ClinicSoftware.com — no credit card required.
