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Automatic Client Messages: Email & SMS

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

Automatic Client Messages

There are four types of automatic client messages:

  • Booking confirmations & reminders
  • Payment reminders
  • Auto-reply for messages and documents
  • Auto-reply for SMS 

To access Auto Client Messages:

  1. Open the platform.
  2. Click Settings.
  3. Click Auto client messaging.
Note: The settings 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:

  1. 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.

  1. 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.

  1. Booking reminders

Check to send up to two reminders per appointment, choose when they will be sent, and choose to send an SMS confirmation.

  1. 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

  • No follow-up: Disables all follow-up messages.

Payment Messages & Reminders

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

Invoices

  1. New Invoice SMS Notification

 Check so the client receives an SMS when a new invoice is issued.

  1. 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.

Estimates

  1. New estimate SMS notification

Check to send an SMS notification when an estimate is sent.

  1. 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

Messages & Documents

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.

SMS Settings

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.

Service-Specific Settings

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

To adjust service-specific settings:

  1. Open the platform.
  2. Click Settings.
  3. Click My Services.
  4. Next to the service, click the edit icon .
  5. Under "Quick Navigation", click Client Notifications.
  6. Under the relevant setting, click Customize.
  7. Set your customization.
  8. Click Save.

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