In your account, you can set up automated communication for appointment confirmations.  These can be done with emails and text messages.  This will help ensure that your clients are reminded of their appointments and save you from having to reach out to remind them.


Setting up automated communication


Click the steps below for a detailed walk-through:

    Step 1: Click Business tab

    Step 2: Click Default Settings tab

    Step 3: Check to send confirmation email with new order, if needed

    Step 4: Choose when to send follow-up confirmation email

    Step 5: Click "Edit Confirmation Email", if needed

    Step 6: Choose when to send reminder text message 

    Step 7: Edit Reminder Text Message Template, if needed

    Step 8: Click "Save Changes"


Step-by-step:


Step 1: Click the Business tab at the top of the page.



Step 2: Click the Default Settings tab on the left-hand side.



Step 3: If you would like to send a confirmation email automatically with each new order, scroll down to the Automated Communication section and click the checkbox next to "Send a Confirmation Email when a new order is place".  Note: You must be using a Shopping Cart with the Google Calendar integration allowing clients to choose the date and time for their appointment.   



Step 4: If you would like to send a follow-up confirmation email, click the Follow-up Confirmation Email drop-down menu and choose the timeframe that you would like the email to be sent.



Step 5: If you would like to edit the default Confirmation Email that is sent to your clients, click the "Edit Confirmation Email" link to make changes.



Step 6: If you would like to send an appointment reminder text message, click the "Reminder Text Msg" drop-down menu and select the timeframe for that text to be sent.



Step 7: If needed, you can change the Reminder Text Message Template that will be sent to your clients.



Step 8:  Scroll to the bottom of the page and click "Save Changes". 



For any additional questions, our Support team is ready to help you!

Phone/Text:- 509-515-3338

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