Automatic Client Messages: Email & SMS

Take control of your schedule and discover how automatic messaging can streamline your appointments and ensure timely payments.

There are four types of automatic client messages:

Clients automatically receive confirmation emails, and you can adjust the settings below so they also receive SMS.

To access settings for Auto Client Messages:

Note: The settings below apply to all services. See "Service-Specific Settings" to apply settings for individual services.

Booking Messages & Reminders

Under the "Booking" tab, you can send the following:

Booking request auto-reply: Personalize the auto-reply email when clients make a booking with a custom message, then at the top of the page click Save.
Booking confirmation SMS: Check to also send a booking confirmation SMS to clients. A text box will appear. Approve the default text or enter a customized message. At the top of the page, click Save.

Tip: Add promotional links for your client to review.

Booking reminders: Check to send up to two reminders per appointment, choose when they will be sent, and choose to send an SMS confirmation.
Post-appointment follow-up:
- Automated follow-up: Will be sent to the client after an appointment at a selected time.
- Manual follow-up: A follow-up reminder will be sent to you after the appointment.
- No follow-up: Disable follow-up messages.

You can also enter a personal message in the text box, thanking your client or inviting them to schedule a follow-up.

After adjusting your settings, at the top of the page click Save.

Under "Advanced Email Templates Editing", click email template editing section to further customize emails.

Under the "Payments" tab, you can do the following:

New Invoice SMS Notification: Check so the client receives an SMS when a new invoice is issued.
Reminders for Overdue Invoices:
- Automatically remind me: Receive a reminder when an invoice is overdue.
- Automatically remind client: A follow-up reminder will be sent to the client when an invoice is overdue.
- No reminder: Disable reminders.

You can also choose when the reminders will be sent from the dropdown lists.

After adjusting your settings, at the top of the page click Save.

New estimate SMS notification: Check to send an SMS notification when an estimate is sent.
Reminder before estimate expires:
- Automatically remind client: Send an automatic reminder to the client before the estimate expires.
- Automatically remind me: A reminder will be sent to you to follow-up with your client before the estimate expires.
- No reminder

You can also choose when the reminders will be sent from the dropdown lists.

After adjusting your settings, at the top of the page click Save.

Under the "Messages & Documents" tab, customize an auto-reply for when a client sends you a message, uploads a document, or fills out a contact form.

Enter your customized message, then click Save.

Under the "SMS Settings" tab, check "SMS Sender Name" to display a custom sender name to your SMS (English characters only).

Important: This feature is not available in the US, Canada and France.

The settings mentioned above apply to automatic client messages for every service.

To adjust settings for a specific service:

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