In this article
  1. Product Education Center
  2. Clients
  3. Client Communication

Automatic Client Messages

This article will help you set up automatic messages and reminders and make sure your clients never miss an appointment or payment!

You can choose to send automatic reminders via email, text message (SMS), or both.

There are four types of auto client messages to customize and choose from:

  • Booking confirmations & reminders
  • Payment reminders
  • Auto-reply to messages
  • Auto-reply to documents received

You can manage all auto client messages from Settings > Auto Client Messages:

Booking messages & reminders

From the Booking tab (see above), Send booking confirmations, reminders & post-appointment follow-ups automatically via text or email.

  • Booking request auto reply: When an appointment is booked, your client will receive an email.
    If you want to send a text message as well, check the box under Booking confirmation.

Use this text editor box to customize your confirmation message and information.

For example: Type a custom welcome email from your business, or create a packet with links to additional resources.
  • Booking reminders: You can send up to two reminders per appointment.

Decide when your client will receive an appointment reminder, for example, thirty minutes before the appointment, by using the dropdown lists.

Check Send via text message to send a text message reminder in addition to an email.

Note: You can also disable reminders if you need to.
  • Post-appointment follow-up: The follow-up message will go to your client after an appointment is completed.
    Choose your Follow-up option:

1. Automated follow-up: The message will be sent to your client automatically at a time of your choosing after the appointment.

2. Manual follow-up: A follow-up reminder will be sent to you after the appointment has ended.

You can decide what follow-up action you’d like to take from there, for example, invite your client to schedule a follow-up appointment.

3. No follow-up: Choose this option to disable follow-up messages.

After making your selection, go ahead and write your follow-up message in the text box.

Tip: This is a great place to put a thank you note or an invitation to book again!

Payment messages & reminders

In the Payments tab (below), you can create reminders for invoices & estimates.

Payment reminders help your clients stay on top of their transactions with your business, and remind them of outstanding payments so you have less to track and less worry about!
Screenshot

  • New invoice SMS notification: Your client will receive an email when you issue an invoice.
    Click on the checkbox to send an SMS notification as well.
  • Reminders for due/overdue invoices: Gently remind your clients that they have due/overdue payments pending with a reminder message.

You can choose from three types of reminders:

1. Automatically remind client: The reminder will be sent to your client automatically a certain amount of time after the invoice has been marked overdue.

2. Automatically remind me: The reminder will be sent to you so you control your follow-up approach.

For example, You may be going for a more personal approach, such as a phone call.

3. No reminder: Choose this option to disable invoice reminders.

Note: Use the dropdown list to schedule the reminder.

You can set reminders to be before or after the invoice is overdue

  • New estimate SMS notification: Your client will receive an email when you issue an estimate.
    Click on the checkbox to send an SMS notification as well.

  • Reminder before estimate expires: Gently remind your clients that they have an outstanding estimate before it expires.
    You can choose from three types of reminders:

1. Automatically remind client: The reminder will be sent to your client automatically a certain amount of time before the estimate expires

2. Automatically remind me: The reminder will be sent to you and you can decide how to follow-up with your client

3. No reminder: Choose this option to disable new estimate notifications.

Note: Use the dropdown list to schedule the reminder.

Messages & documents auto-reply

When a client sends your business a message, uploads a document or fills out a contact form, they will receive an auto reply from your business.

Auto-replies help keep the communication going in a timely, organized manner, with less admin work for you!

Navigate to the Messages & Documents tab.

In the text box, type in a custom message and add a personal touch to your auto-reply message, and you’re all set!

Note: You always have a default message ready, which you can leave as is too.

Once you’ve chosen your Auto Client Messages preferences, click Save at the top to save your changes.

Note: These settings apply to all automatic client messages in your account. To set automatic messages specific to a service go to Service > Settings.
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