Appointment / Booking Reminders

All you need to know about text & email appointment reminders

Sean avatar
Written by Sean
Updated over a week ago

Set Up Appointment Reminders.

  1. Select SETTINGS (from the left menu)

  2. Select BOOKINGS tab from the top of the screen

  3. In BOOKING REMINDERS Toggle on SMS* and or EMAIL to enable

  4. Select the required number of days prior to a clients booking you would like to send your reminder. (options are 1 to 7. Our data suggests that 2 days prior is the optimal time to send a reminder)

  5. To use the default settings select SAVE

  6. To edit SMS template and or Email template select CUSTOMISE and then SAVE

*Text credits must be purchased to send appointment reminders vis SMS.


How to Customise, Edit or Personalise Appointment Reminder Templates

For SMS Reminder templates

  1. Select SETTINGS (from the left menu)

  2. Select BOOKINGS tab from the top of the screen

  3. Under SMS template select CUSTOMISE

  4. Toggle On USE CUSTOM REMINDER TEMPLATE

  5. Use Personalisation Menu to insert dynamic content including Client name, salon name and number, team name and booking details.

  6. When finished select DONE

  7. And SAVE

For EMAIL Reminder templates

  1. Select SETTINGS (from the left menu)

  2. Select BOOKINGS tab from the top of the screen

  3. Under Email template select CUSTOMISE

  4. NOTE: Subject line cannot be blank

  5. Use Merge Tags Menu to insert dynamic content including Client name, salon name and number, team name and booking details.

  6. When finished select SAVE

  7. And then SAVE


How to Purchase Text Credits

  1. Select SETTINGS (from the left menu)

  2. Select MESSAGING tab from the top of the screen

  3. Toggle On SMS Messaging

  4. Select Auto Top Up* if required.

  5. Select your Preferred Batch Size**

  6. Select ADD CARD and BUY NOW or if a payment method is listed select the required payment method (which will then be ticked) and select BUY NOW

*we recommended this as messages will automatically be topped up when your balance reaches zero avoiding message failure and avoidable no shows.

**pricing varies based on batch size. THIS IS NOT A SUBSCRIPTION. Batches only top up when balance reaches zero.


How to Trouble Shoot Appointment / Booking Reminders

My client did not receive their Text / SMS appointment reminder.

  1. To confirm SELECT client booking

  2. From the panel on the right of your screen Under the client name the reminder status will display as sent or failed.

  3. If Sent to confirm Click on the Client Name.

  4. From their profile SELECT MESSAGE

  5. The content and time sent will be displayed. This indicates that the message was generated as expected. If the client did not receive the message this would typically mean a hand set or network issue.


If Failed use these steps

  1. Select SETTINGS (from the left menu)

  2. Select MESSAGING tab from the top of the screen

  3. Check Balance

  4. If zero select a batch and top up.

  5. Toggle on SMS Messaging

  6. Consider selecting Auto Top


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