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How do I customize email and SMS reminders and confirmations?
How do I customize email and SMS reminders and confirmations?

Need to send a special note when clients book with you? Skip the robot-like message and customize them.

Nachum Kligman avatar
Written by Nachum Kligman
Updated over a week ago

Hey Boss 👋

Did you know you could spice up your booking page by setting customized messages for your clients? The communications that happen after a booking are just as important as what happens before. Learn how to modify the text your clients see when they book with you and after.

Just one thing: notice that there are two ways of customizing your settings, the first one is at a global level (meaning it affects all your appointments, products, services, and events) and the second one is a per-service setting (overwrites your global settings for one specific package).

Continue on to learn more about both cases.

Customize your global settings 🌐

  1. From your top navigation bar, find Page Settings and then click Customization.

  2. Next, you'll see the customization page, just click on Email Messages to unfold the options.

  3. You can edit and personalize the messages that are sent to your clients. Changes will be automatically saved.

Customize the text on individual packages 💬

  1. From your dashboard click on Appointments, Products & Services, or Events according to the package you'd like to change.

  2. Select the package you'd like to customize and enter the editing mode, here you'll see the left sidebar menu, select Customization.

  3. On the customization page, click Email Messages, and you'll now be able to modify your Confirmation, Rescheduled, Reminder, Canceled, and Pending messages.

SMS messages 📲

These messages are not yet customizable and are only sent for Reminders, not booking confirmations or cancellations, and so forth.

Here's how you can set it up:

  1. Select Reminders from the left sidebar menu of your appointment/service/event settings.

  2. Click + New Reminder, you can choose when you want the reminder to be sent, and make you you check the SMS checkbox.

    The SMS that you and or your customer will receive will look like the following image sent prior to the appointment as per the settings you entered in the reminder modal window.

I hope that helped!

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