Voice and customer service
How do I follow up when someone starts booking but does not finish?
Record the incomplete booking with enough contact and context to follow up, then send a permitted reminder or callback task after a reasonable delay. Stop the follow-up if the booking is completed, canceled, or the person opts out.
What to check
- At what point is enough information captured for follow-up?
- How long should you wait before contacting them?
- What event stops the follow-up?