Transcript
Word for word with the voiceover, so you can search, copy and read at your own pace.
1Find notification settings
Texts and emails to customers and staff are set up under Communications in the System Settings rail. Owners and admins see the whole group; Front Desk only sees Notification Settings. At the top of Notification Settings is Customer SMS hours: texts to customers only go out in this window, 9 AM to 10 PM by default, and texts created outside it wait until the next start time. Below are three cards: appointment messages to customers, messages to therapists, and marketing. Each row shows its channels and a switch; when the switch is on, it sends. Rows never set up show Go to Setup; open one and save once, and it turns on.
▶ Play from this scene2Booking confirmation and reminders
Click the Booking confirmation row to open its settings. Booking confirmation is the one message sent when the booking is made. Its timing is just Send Immediately or 10 Minutes Later, and it sends immediately by default. Edit the words in SMS message. Click a variable below to insert the first name, service or time; it is filled with each customer's real details when sent. On the right is a live preview with the sample customer John, plus the character and segment count: 160 English characters per segment, or 70 if the text has Chinese. The last lines of the preview are added automatically when sending. Every text ends with your store name and address, which you cannot remove; the Reply Y line is added only when the text goes out from your own store number. If email is checked, the email carries just the message, without these lines. Click Save, and the confirmation text is updated. Reminders before the appointment are set up separately in the Appointment reminder row below. They have their own wording that starts with Reminder, so customers can tell it is not another confirmation. New stores already have this rule, set to 1 Day Before, but its switch is off. You can pick several send times. Add Same Day (1 hour before), and the customer gets one reminder the day before and another an hour before. The day-before reminder goes out at 9 AM store time, and any time already past is skipped. For channels, choose SMS, email, or both. Click Save, then turn on the row switch, and reminders start going out.
Stores, clients and amounts in the tutorials are demo data. Some features need a particular plan or must be turned on for your store; the tutorial says so when it comes up. Didn’t find an answer? See the FAQ · contact us