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Customer Agent

Pre-visit personalized intake

Sends a personalized pre-appointment conversation that captures service-specific context and surfaces it to the practitioner before the session — making the in-person experience feel like the brand was paying attention before the door opened.

Rohan Krishnan — Product Manager, Klaviyo
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Before a customer's upcoming appointment, send a personalized pre-visit conversation — not a generic form. Reference their name, appointment type, and practitioner. Ask a small number of targeted questions based on the service they are receiving: pressure preference for a massage, skin concerns for a facial, current fitness level for a personal training session. For returning customers, reference their prior intake and only ask about what may have changed. Write all responses to their profile and surface them to the practitioner via {booking_system} before the session begins. Follow up with a reminder that includes a brief summary of what you have captured.
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  • booking_systemYour appointment or reservation booking system

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