Can I customize the auto reply messages sent to my clients?
Yes, you can customize the auto-replies within your vcita account. To get started, log into vcita and navigate to Settings > Auto Client Messages. There are four auto-reply sections. Bookings, Payments, Messsages & Documents and SMS Settings. Remember to click Save to save any changes.
| Auto Reply | Tab | SMS | Description | |
|
Booking Request Auto Reply |
Bookings | ✓ | ✓ | This message is sent to your clients after they book an appointment. |
|
Booking Reminders |
Bookings | ✓ | ✓ | Reminder messages are sent to your client before their upcoming appointment. You can set up to two. Determine how far in advance to send the reminder, or disable either one using the dropdown menus. |
| Post-Appointment Follow-Up | Bookings | ✓ | ✗ | The post-appointment follow-up message can be configured to deliver automatically after an appointment ends, manually, or disabled. |
| Invoice Notification | Payments | ✓ | ✓ |
The notification sent to your client when you issue a new invoice. |
| Overdue Invoice Reminder | Payments | ✓ | ✓ |
This notification is sent a set amount of time after an invoice becomes overdue, as determined by the terms of the invoice. |
| Estimate Notification | Payments | ✓ | ✓ |
The notification sent to your client when you issue a new estimate. |
| Estimate Expiry Reminder | Payments | ✓ | ✓ |
This notification is sent a set amount of time before the estimate expires, as determined by the terms of the estimate. |
| Message and Document Share Auto-Reply | Messages & Documents | ✓ | ✗ |
This auto-response is sent to the client after a message or document is received. |
|
SMS Do-not-reply Message (US & Canada) |
SMS Settings | ✗ | ✓ | The automated 'do-not-reply' SMS sent if a client replies to a text message. |
Email Templates: Advanced Notification Options
This is just a small selection of all the automated messages handled by vcita. If you would like even more control over your auto replies (including messages sent to the business and staff members), you can customize your Email Templates.
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