How do I set up an automatic appointment Reminder email?

This article will show you how to send automatic appointment reminders to clients via email.

This article covers how to set up the automatic appointment reminder Email. If you want to set up the automatic appointment reminder SMS, check out this guide.

Customizing the Reminder Template

To start, go to Manager > Client Notifications Appointment Reminder.

Click Email Editor to view and edit your Appointment Reminder message.

You can use the toolbar at the top of the screen to further customize your Appointment Reminder template.

Use the Personalise menu to add personalization to your template.

The Branch Logo is pulled from your Welcome Email. Click here for more information on how that works.

It is not possible to add images other than your branch logo.

Note: The following macros will not work in the subject line: <<Salon Address>>, <<Appointment Details>>

Including the List of Services in the Appointment

You can use the Appointment Details personalise option to include the list of services in the booking, along with the time each service is booked.

Appointments with Multiple Staff Members

When using the <<Staff First Name>> macro in your template, if multiple staff are part of an appointment, the Staff name displayed will be:

1. The client’s Preferred Staff, if part of the booking.
2. The staff of the haircut, if any haircut services were included.
3. The staff that performed the longest-duration service in the booking, if none of the above match.

Previewing & Enabling the Reminder Email

Click the Preview button to see what your Appointment Reminder message will look like on both a computer and a mobile device.

When using the First Name personalization, the name Mary is auto-populated on the preview. The client's actual first name will be populated in the actual message.

Once you are happy with your Appointment Reminder message, click Settings to enable the message and choose when to send it, then click Save changes to finish.

 Appointment Reminders Content Disclaimer

It is important that your Reminder email/SMS does not contain any marketing/promotional content. For more information on transactional vs. marketing messages, click here.

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