Cleaner reminders
Send useful appointment, order, billing and follow-up communication from one connected setup.
Notifications
Manage transactional emails, optional paid SMS and WhatsApp Business API template messages with notification settings, credits and customer communication history.
Outcomes
Designed for practical Indian service-business workflows, not bloated enterprise setup.
Send useful appointment, order, billing and follow-up communication from one connected setup.
Use WhatsApp template-based communication where the business setup, approvals and credits are enabled.
Keep SMS and WhatsApp usage tied to explicit settings, credits and provider rules.
Help teams stay consistent with customer communication after key actions.
How it works
Each module is built to fit naturally into daily service, billing, customer and owner workflows.
Set which events should create email, SMS or WhatsApp Business API communication.
Transactional WhatsApp messages can use approved templates where provider setup allows.
Optional paid messaging stays transparent, usage-based and easier to monitor.
Customers receive reminders and updates without staff typing every message.
Use cases
Remind customers before scheduled service slots.
Send useful transaction communication after invoices or payments.
Support repeat visits with timely reminders.
Product view
The screenshot is a representative Yepsta product or workflow visual using existing approved site assets.
Related features
Create targeted customer campaigns for offers, reminders, renewals and reactivation using CRM segments, WhatsApp Business API templates, SMS or email where enabled.
Manage customer bookings, staff assignment, calendars, service duration, reschedules, cancellations and follow-ups in one place.
Use a QR review flow with private feedback first, Google review guidance and AI-assisted suggestions while the customer stays in control.
Keep profiles, visit history, notes, packages, wallet activity and repeat engagement context together for every customer.
FAQ
Yes. Yepsta plans do not restrict modules by plan. This workflow is part of the complete Yepsta Business OS; plans differ by location capacity.
It keeps the related customer, staff, billing and owner context in one place so teams can reduce manual registers, repeated data entry and scattered follow-up.
Yes. The workflows are designed for Indian SMB service teams that need practical daily control, not a long enterprise implementation project.
Yes. Yepsta shares context across website, storefront, appointments, CRM, billing, inventory, reviews, reports and staff workflows so the module does not sit separately.
Next step