Insights · east-estate.com
Guides for service and property businesses
We publish practical guides on the office work that surrounds every visit: taking bookings, collecting documents and following up without annoying anyone.
Setting up online appointment booking for a service business
To set up online booking, define each bookable service with its duration and buffer, decide who can be booked and when, collect only the details needed to do the job, send an immediate…
Read the guide GuideCollecting documents from clients securely, beyond email
The secure way to collect client documents is a dedicated upload route, either a client portal with individual logins or a secure upload link tied to a specific request, served over HTTPS…
Read the guide GuideAutomated reminders and follow-ups that clients don't find annoying
Reminders feel helpful when each one is triggered by something the client cares about, arrives at a sensible time, says exactly what is needed, offers a one-click action and stops the…
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