Follow-up Reminders

Customers who forget to come back are just one message away

EasiBill tracks every customer's next-due date and sends an automatic WhatsApp reminder before they forget — without you lifting a finger.

WhatsApp · EasiBill

Follow-up Reminders

R

Ramesh Kumar

Monthly service

Sent · 3d
S

Sunita Sharma

Repeat order

Confirmed
M

Mohan Das

Quarterly checkup

Due in 5d
P

Priya Nair

Follow-up visit

Overdue

Today's reminder queue

12 messages

Sending automatically at 10:00 AM

₹4,200 recovered this week

67%

of missed follow-ups recovered with reminders

90%+

WhatsApp open rate vs 22% for SMS

3 min

to set up your first reminder template

How follow-up reminders work

1

Log the visit

When you serve a customer, record their name, item or service, and interval — takes 10 seconds.

2

EasiBill tracks the due date

The system calculates when the customer is likely due back based on the interval you set.

3

WhatsApp reminder fires automatically

3 days before the due date, the customer gets a friendly message. No manual work from you.

4

Customer walks in (or calls)

Recovered visits show up in your analytics so you can see exactly how much revenue reminders brought back.

Everything included

Custom intervals

Set per-customer reminder windows — 7, 14, 30, or 90 days — for medication refills, follow-up appointments, repeat treatments, or restocking a regular order.

WhatsApp delivery

Reaches customers on the app they already use every day.

Opt-out handling

Customers who reply STOP are removed instantly.

Bulk import

Upload your existing customer list via CSV to get started.

Recovery tracking

See exactly how many follow-ups each reminder campaign recovered.

Recurring schedules

Once set up, reminders repeat every cycle automatically.

Common questions

Do customers need to install any app?

No. Reminders go to their regular WhatsApp number — nothing to download.

What if the interval varies customer to customer?

You set the interval per customer. A monthly subscriber gets a different cadence than someone due for a quarterly service.

Can I customise the message text?

Yes. Edit the template from your dashboard. The customer name and item are inserted automatically.

What if a customer doesn't want reminders?

They can reply STOP at any time and are immediately removed from the queue.

Ready to stop losing follow-ups?

Set up your first follow-up reminder in under 5 minutes. Free to start.

Start free — no card needed

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