What your shop already runs
Sapt sets these up for every shop. Look for them before you build a new one, so a customer never gets the same text twice.
To change the words in one of these, open it in Shop, Automations on your phone.
Text back a missed call
What it does: texts a caller you missed, then a day later checks in once more if they never replied, and texts you to call them. Starts when: a call is missed. Steps: the first text is Missed call: text back, already on. For the day-after check-in, on your phone tap New automation, then Missed call follow-up. It waits a day for a reply. If none comes, it texts them and texts you. Change: the words of the check-in. Keep it short and sign it with your shop’s name.Follow up a website request
What it does: if a website request goes quiet for a day, checks in once and tells you. Starts when: a website request comes in. Start from: on your phone, New automation, then Website request follow-up. It shows only when your shop has a website form. Steps: Wait for a reply (one day). No reply: Text them “Hi (first name), it’s (your shop). Still need a hand? Reply here and we’ll get you taken care of.” Then Tell me “No reply from (first name) after their website request. Give them a call?” Change: the wait, if a day is too long for your shop.Ask for a review when the job is done
What it does: texts the customer your review link after the work is finished. Starts when: a job or booking is marked done. Start from: Review request: job done is already in your list, turned off. Turn it on once your jobs get marked done in Sapt. It asks each customer only once. On the web you can also start from the template Job done: ask for the review. Pick your Google Business location, which needs a review link, and click Use this template. It texts: “Thank you for choosing us! We’d love to hear about your experience. Leave a review here:” and your link. Change: the template texts right away. To send it later, add a Wait step before the text, for example 2 hours, so they have left the shop.Thank them after the job
What it does: the day after a job is done, thanks the customer and asks for a review, once per customer. Starts when: a job is marked done. Start from: on your phone, New automation, then Thank them after the job. Steps: Wait one day, then Ask for a review: “Hey (first name), thanks for choosing (your shop). Would you leave us a quick review?” and your review link. Customers who were already asked are skipped. Change: the thank-you words. The review link comes from your shop’s review page.Text the team when an appointment is booked
What it does: texts your team the time, customer, phone and service for every appointment Sapt books, by your AI front desk or your website. Starts when: a new booking is created. Start from: on the web, the template Text the team when an appointment is booked. Change: under Which teammates?, pick who gets it. AI: booking to owner already texts you, so pick the rest of the team. Teammates who have not turned on texts get an email instead.Claim new leads, then follow up
What it does: texts your team first. The first teammate to reply Y (or tap 👍) claims the lead. If nobody claims it in 3 minutes, Sapt texts the lead and follows up twice over 48 hours, unless they reply or book. Starts when: a new record is created, of any type. Start from: on the web, the template Claim new leads, then follow up. Change:- Under Record type, pick the kind of lead it is for. It starts on any record type.
- Under Which teammates?, pick who can claim.
- The texts, in your own words.
Website request already texts customers from your website. If you pick your website request type here, they could get two first texts.