Job 05 of 07 · Customers and email
When a student emails or chats about their course, the office sees the message, their bookings, forms and payments on one screen. One shared inbox with assignment, saved replies and reply times. The customer's orders, bookings, forms, messages, notes and tasks sit beside it.
Live chat on your website
Visitors message you from any page. Your replies reach their phone. Chats land in the same inbox as your email.
12 days before the course
14:10
Someone on the Competent Crew page has never sailed and worries about seasickness. Emma is in the office, so she answers in the chat window two minutes later. They never leave the page.
The next morning
09:20
Daniel asked where to park at 21:47, after the office shut. Emma finds his chat in the inbox, with his booking beside it. Her reply reaches his phone, and the chat stays on his record.
Chats and email in one inbox, each on the customer's record.
Automatic emails
Booking confirmations, form reminders, balance reminders, joining instructions, abandoned baskets and follow-ups after the course. For each email you can see who it went to, when, and what set it off.
One Day Skipper booking, and the emails it sets off. The days are examples. You choose the timings and write the wording for your school.
Minutes after booking
0
Days after booking
+2
Days before day one
−35
Days before day one
−14
Days after the last day
+2
Each email goes out on time, and you can see every one that was sent.
Newsletters
Pick who gets each newsletter from what they have bought and booked. Everyone who did Day Skipper theory but has not booked a practical, for example. Keely checks consent and handles unsubscribes for you.
Subject: Next season's Day Skipper practical dates are up. Unsubscribe link added to every send. Send Thursday, 09:00.
Reviews
If you use Feefo, Keely shows your Feefo reviews on your course pages and keeps them up to date. Or collect your own reviews after each course.
Questions
Yes. Each message can be assigned to someone, everyone sees who is answering what, and you can see how long replies are taking.
Yes. You write the wording and choose when each one goes. Nothing goes out until you switch it on.
If you use Help Scout or Capsule, we bring that history across, so each customer's past emails and notes sit on their record. We run the import with you and you check it before you switch.
Reminders by text, sent by Keely, with a monthly allowance for each school.
Book a walk-through
Book a walk-through
Thirty minutes with Jake. Tell us which emails your office sends by hand today, and we will show you them set up. No slides.
Jake Holmes runs every walk-through.
If Keely isn't right for you in the first 60 days, leave and pay nothing more. We'll hand you your data.
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