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Setting up appointment reminders

How do I set up or customize appointment reminders?

Updated this week

You can send clients free SMS/text and email reminders for upcoming appointments. You can also send a booking confirmation right after scheduling or rescheduling an appointment.

In this guide, we'll cover the following:


Setting up reminders

Here are the steps to set up your appointment reminders:

  1. Navigate to the Workflow page

  2. Go to the Basic Reminders tab

  3. Go to the Appointment Reminder sections

  4. Select + New Reminder and select the settings you prefer

  5. In the 'Interval (hours)' field, enter the desired number of hours to set how long before the appointments the reminders should be sent.


Change reminders

Here are the steps to customize your appointment reminders:

  1. Navigate to the Workflow page.

  2. Go to the Basic Reminders tab.

  3. Go to the Appointment Reminder sections.

  4. Select edit and adjust the existing reminders as needed.

  5. Modify the 'Interval (hours)' field to customize how long before an appointment the reminder will be sent.


FAQs

  1. Why are my clients not receiving appointment reminders?

    Make sure you have set your appointment reminders under the Workflow settings page. Additionally, check each client's preferred notification method and ensure you have toggled SMS/Email on. SMS reminders are only available on paid plans.

  2. Do SMS reminders display the appointment link?

    Only email reminders will include the appointment link. SMS reminders will only display appointment details.

  3. Is there a way to track if appointment reminders have been sent?

    No, there isn’t currently a way to track whether appointment reminders have been sent. The system automatically sends them based on your reminder settings, but it does not create a visible log or status indicator for you to check on your end.


Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

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