How to Change Advanced Messaging Options for Automated Emails and SMS

This guide will show you how to configure who receives automated e-mails and SMS messages generated by the scheduling software.

Step 1. Enter the "Messaging" Section

After selecting the "Advanced" tab in the "Settings" page, select the "Messaging" tab.
appointment email notifications

Step 2. Select When Appointment Reminders Are to Be Sent

In the "E-mail Reminders" section of the page, select the timing of email appointment reminders using the drop down menu.
If you wish to include a link in your email reminder inviting clients to log on an confirm their appointment, click the appropriate checkbox.
If you have subscribed to a paying account, you may also choose to send text message appointment reminders to clients that have agreed to receive notifications on their cellphone.

Step 3. Select Notifications to Be Sent for Internally Booked Appointments

In the "Internal Email Notifications" section of the page, check off the boxes to send email notifications to clients and/or staff members in different situations. Note: These options are only for appointments or changes performed by a staff member using the internal calendars.
email notifications for online appointment scheduling

Step 4. Select Notifications to Be Sent for Appointments Booked on The Customer Portal

In the "Customer Portal E-mail Notifications" section of the page, check off the boxes to send email notifications to clients and/or staff members in different situations. Note: These options are only for appointments or changes performed by a client using the online portal.
email options for online appointment scheduling

Step 4. Save Your Changes

Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
email options for online appointment booking system

If you need assistance with your setup or would like some tips, feel free to touch base.

Contact us for assistance.