Quick Start

Overview

This guide walks you through setting up your ReturnNudge account from scratch. By the end, you'll have your business profile configured, at least one service created, and your first customers added — ready to start sending automated reminders.

Step 1: Create Your Account

1. Visit the ReturnNudge pricing page.
2. Choose a subscription plan that fits your business. Every plan starts with a free trial to explore all features.
3. When signing up, you'll be asked for an account name (your workspace name), your full name, email address, and password.
4. After signing up, you'll be guided through the onboarding wizard where you'll set up your business name, contact details, and branding.

Note: The sign-up form creates your personal user account. Your customer-facing business name and business contact email are configured separately during onboarding.

Step 2: Set Up Your Business Profile

The first step of the onboarding wizard asks you to configure your business profile:

1. Business Name — Your business name as it will appear in emails to customers.
2. Contact Email — The email address customers can reply to. This is separate from your personal login email.
3. Website URL — Your business website (optional).
4. Business Phone — A contact phone number for customers (optional).
5. Business Address — Your physical location (optional).
6. Time Zone — Your local time zone so reminders are sent at the right time.
7. Logo — Your business logo. This will appear in all outgoing emails (optional).

Tip: You can always update your business profile later from Business Setup in Settings.

Step 3: Choose a Business Template

Next, you'll choose a business template that matches your industry. Templates come pre-loaded with common services and reminder intervals for your type of business, saving you setup time. You can always customize the services later and add or delete services.

Step 4: Configure Your Services

Services define what you offer and how often customers should return:

1. Review the services created from your chosen template.
2. Edit any service to adjust the name or reminder interval.
3. Add new services by clicking New Service — enter a name and set a reminder interval (e.g., every 12 months).

You can create multiple services. Each service tracks its own reminder schedule independently. See Services & Reminders for more details.

Step 5: Add Your Customers

You have several options for adding customers:

Manual Entry

1. Enter the customer's name and email address.
2. Optionally add their phone number and birthday (month and day).

CSV Import

1. Download the sample CSV template.
2. Fill in your customer data and upload the file.

Kiosk Mode

You can also set up a tablet at your front desk so customers can register themselves. See Kiosk Mode.

Step 6: Enable Birthday Emails (Optional)

If you collected customer birthdays, you can enable birthday emails:

1. Toggle on Birthday Emails.
2. Set how many days before their birthday to send the email.
3. Customize the subject line and email body. Use merge tags like {{customer_name}} and {{business_name}} to personalize each email.

See Birthday Emails for setup details.

What Happens Next?

Once the onboarding wizard is complete, you'll land on your Dashboard. Before reminders can be sent, you'll need to assign customers to services:

1. Go to Customers in the sidebar and select a customer.
2. Assign them to one or more services and enter their last service date — this tells ReturnNudge when to send the next reminder.

Once customers are assigned to services:

• Service reminders will be sent automatically based on each customer's last service date and the reminder interval you configured.
• Birthday emails will be sent on each customer's birthday (if enabled).
• You can monitor everything from your Dashboard.

Tip: You can also assign services in bulk from the Customers list. See Customers for details.