How do I send Reminder/confirmation SMS and Emails to my clients?

Reminder SMS and emails can be sent automatically once you have them set up correctly in settings.

Although email is an available option, we strongly recommend the use of SMS for your reminder function. SMS is a reliable and in most cases instant way to communicate with your clients.

Email relies on your clients actively checking their mailbox, which may be quite infrequently. There is also often the issue of reminders ending up in junk mail folders never to be seen or opened, rendering them useless.

To set up you reminder function follow the steps below.

 

Start off by making sure you are logged in to your calendar so that you have access to your settings.

Step 1: Click on the cog wheel in the top right corner of your screen which will bring you to your calendar settings.

 

Step 2: Select “Reminders” from the settings table on the left of the screen. This will display “Reminders and Confirmations” in the main settings window.

 

 

Step 3: There are seperate tabs for SMS reminder templates and Email reminder templates. By checking the box you can automatically send reminder SMS and emails to your clients when a booking is made.

Simply type your reminder message into the text fields. You can use merge fields to personalise messages with the clients name, appointment times and locations ect. Here is a table with all of the available merge fields. It is easiest to copy and paste these fields into the appropriate positions in you message.

You can put in as much or as little information into your message as you wish however please be aware that a single SMS can only be 160 characters long. Sending longer messages will charge you for multiple SMS.

Step 4: Don’t forget to select what time you wish to send the reminders the day before the appointments. Be aware that any bookings created after this selected time will not receive an automatic reminder message. For this reason many people choose to send the reminders later in the day.

 

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