Want to add a customized touch to your automatic client communications? This feature is right up your alley! To start, go to Settings/Client Communications.
Next find the area that says “Customized Text Messages Reminders” with the text box. Part of the text message is automatically filled-in according to your clients’ appointment details and can’t be edited, but the second part is included in the text box with suggested text and is editable. Make sure you click save at the bottom of the page, and then send yourself a sample text message to see what it looks like on your phone.
Don’t forget to click “save”!
Thank You emails are part of our new Client Checkout feature! To edit your Thank You emails, go to the appointment on your calendar and click Checkout. On the last page of checkout click the link that says “Customized Thank You Note”, click that link, create a custom message for the client and click “Close” or “Book Next Appointment”.
The client will now receive a customized message in their Thank You email!