Search

Booking Reminders & Intake Forms

Send booking reminders and follow-ups, update client contact info, set payment options, and tailor intake forms so every step feels personal and professional.

Customize Auto Client Messages

Customize your automatic client messages and add your personal touch.

To edit auto client messages:

  1. Open the platform.
  2. Click Settings.
  3. Click Auto Client Messaging.
  4. Optional: Edit messages and options.
  5. Click Save.

Send Booking Reminders

Set up automatic email or SMS messages to remind clients about their bookings.

To send booking reminders:

  1. Open the platform.
  2. Click Settings.
  3. Click Auto Client Messaging.
  4. Under "Booking reminders & attendance confirmations," Turn on First Reminder.
  5. Under "Remind Client," choose when the reminder should be sent.
  6. Optional: Under "Booking Reminder SMS," check Send SMS reminder, in addition to email.
  7. Click Save.

Send a Follow-up Message

Sending a follow-up message after a booking is a great way to show appreciation and gather feedback from your clients.

To send a follow-up message:

  1. Open the platform.
  2. Click Settings.
  3. Click Auto Client Messaging.
  4. Under "Post-Appointment Follow-Up", click the drop-down menu.
  5. Select a follow-up option.
  6. Optional: Enter a personal message.
  7. Click Save.

Update a Client Phone Number

If you have more than one number saved, make sure the mobile number for SMS notifications is current.

To update a client's phone number:

  1. Open the platform.
  2. Click Clients.
  3. Select a client.
  4. Under "Contact Information," click the edit icon image.png next to the client's name.
  5. Enter the new phone number.
  6. Click Save.

Set Payment for Booking

Set a fixed fee that clients pay when they book with you.

To set payment for booking:

  1. Open the platform.
  2. Click Settings.
  3. Click Services.
  4. Next to the service, click the edit icon image.png.
  5. Under "Price & display at booking," click the drop-down menu.
  6. Select a service fee option.
  7. If "Paid" was selected, enter a service price.
  8. Optional: Click Tax settings to add tax.
  9. Click Save.

Customize a Client Intake Form

Customize your client intake form to collect the important details you need like insurance info, measurements, preferences, or anything else relevant to your business.

To customize a client intake form:

  1. Open the platform.
  2. Click Settings.
  3. Click Services.
  4. Next to the service, click the edit icon image.png.
  5. Under "Client intake form," click Add/Edit.
  6. Click Add Field.
  7. Select a field.
  8. Enter the details.
  9. Click Save.
  10. Click Save at the top.
Note: These settings apply to the client intake form for one specific service.

Customize Intake Forms for All Services

To customize intake forms for all services:

  1. Open the platform.
  2. Click Settings.
  3. Click Clients & Contact Info.
  4. Click Intake Forms.

Related to

Was this article helpful?