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Booking Reminders and Intake Forms

Keep your business on track and maximize efficiency with automatic confirmation messages, appointment reminders, and post-appointment follow-ups.

Appointment Confirmation Messages

To view and edit:

  1. Open the platform.
  2. Click Settings.
  3. Click Auto Client Messages & SMS.
  4. Optional: Under "Booking Request Auto Reply", edit the message.
  5. Optional: Under "Booking Confirmation" check the box to also send an SMS follow-up.
  6. At the top of the page, click Save.

Appointment Reminders

By default, clients receive one email reminder 15 minutes before each appointment. Aside from this reminder, you can send up to 2 others.

To change the timing and frequency:

  1. Open the platform.
  2. Click Settings.
  3. Click Auto Client Messages & SMS
  4. Under "Booking Reminders & Attendance Confirmations", enable "First Reminder".
  5. Under "Remind Client" click the caret icon to select when to send.
  6. Under "Booking Reminder SMS" , check the box(es) to also send an SMS and/or have the client RSVP.
  7. Optional: Edit the SMS text.
  8. At the top of the screen, click Save.

To set the second reminder, enable "Second Reminder" and follow the steps above.

 

Post-Appointment Follow-Up 

There are 3 kinds of post-appointment follow-up options:

  • Automated Follow-Up: A follow-up will automatically be sent. If the client is marked as a "No Show" it won't be sent.
  • Manual Follow-Up: You'll be sent a reminder to send a follow-up following an appointment.
  • No follow-up

To select a follow-up option:

  1. Open the platform.
  2. Click Settings.
  3. Click Automatic Client Messages & SMS.
  4. Under "Post-Appointment Follow-Up", click the caret icon and select a follow-up option.
  5. Optional: Edit the personal message.
  6. At the top of the screen, click Save.

Changing the Client Notification Number

If you have multiple numbers stored, make sure the mobile number entered for SMS notifications is up-to-date.

To change/update a client's cellphone number:

  1. Open the platform.
  2. Click Clients.
  3. Click on the relevant client.
  4. Under "Contact Information" click the edit icon .
  5. Under "Mobile phone" enter the correct cellphone number.
  6. Click Save.

Payment Options When Booking

There are 6 payment options when a client books a service:

  • Paid - Require to pay at booking
  • Paid - Suggest to pay at booking
  • Paid - No online payment at booking
  • Price Varies - Display as "For a Fee"
  • Free - Display as "Free"
  • Free - Don't display a fee

To set a payment option at the time of booking:

  1. Open the platform.
  2. Click Settings.
  3. Click My Services.
  4. Click on the relevant service.
  5. Under "Price and Display at Booking", click the caret icon and select the relevant option to display.
  6. Enter the fee.
  7. Click Save.

If you’ve chosen to accept payments in other currencies in your "Payments" settings, you can also select a currency.

Customizing the Client Intake Form for a Service

You can customize your Client Card to include specific information that you need to collect from clients, such as the name of their health insurance company, their height and weight, music preference, or anything relevant to your business.

Important: These settings are for the client intake form for a specific service. To make changes for all services, go to Settings > Account & Contact Info> Intake Forms. 

To customize your intake form:

  1. Open the platform.
  2. Click Settings.
  3. Click My Services.
  4. Click the relevant service.
  5. Under "Client Intake Form", beside "Add/Edit" click the caret icon .
  6. Click Add Field.
  7. Select the field type.
  8. Enter the field options.
  9. Click Save.

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