How To Setup Appointment Reminders With Confirmation

If you are currently using a free email account, such as @yahoo.com, @aol.com, @gmail.com or @icloud.com, those domains will not allow you to use their email addresses to send bulk emails. Initially, your first emails may send however once you reach their limit, the emails will stop sending.  

Traditionally if you already have a website URL, the host site or company that assisted in the setup can offer you email addresses.  To obtain a domain for the first time, we recommend checking out Go Daddy (GoDaddy.com) or Google Domains (domains.google).

How do reminders work?

Point of Sale's reminders can be setup for texting and emailing, the client can choose how they prefer to be contacted.  When sending the reminders, your business can include a link to confirm the appointment.  When the reminder is sent, the status of the appointment is updated to "Reminder Sent" and the left border will be orange.  When the confirmation link is clicked from a text or email reminder, the appointment status will change to "Confirmed" and the left border will be pink.

To Enable and Setup Reminders: 

1. Click the Menu Icon (≡) and then click Setup > Setup Appointments & Emails
2. Click the Reminders tab
3. To enable the Reminders, click the checkbox for Send Appointment Reminders
1. Note: If you'd like to first setup the reminders, send a test email and then enable this setting, you can return to it.
4. Select a time to Send Daily Reminders At 
5. Enter and select the number of days or hours prior to the appointment to send the reminder
6. Enter your Email Address, Email Name, etc.
7. In the Text Message or Email Message areas, create your custom reminder using the "Merge Fields".  

Text Message is limited in # of characters, use as little as possible but the Email Message can be used to note upcoming events, parking, etc. 

Here are some examples of reminder messages you can use, see copy/paste instructions below:

Hi {{ClientFirstName}}! Please confirm your appointment at Gloss Studio 84 for {{BookedServices}} on {{AppointmentDate/Time}}. Click to Confirm: {{ConfirmationLink}} 

Upcoming Appointment: Gloss Studio 84 for {{BookedServices}} on {{AppointmentDate/Time}}. Click to Confirm: {{ConfirmationLink}} Need to change? Call 555-555-1212.

Please confirm your appointment at Gloss Studio 84 on {{AppointmentDate/Time}}. Click to Confirm: {{ConfirmationLink}} 

To use Merge Fields:

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Merge Fields are going to pull the information regarding the client or appointment such as the Client First Name, Booked Services and Confirmation Link.  To use the merge fields:

1. Click the drop down and select the item to appear in the message.
2. The coding for the Merge Field will appear in the email message and to the right of the Merge Field drop down.
3. To add the coding to the Text Reminder, simply copy/paste the code within the Text Message field

To copy and paste the examples or the merge fields, simply highlight the text then click Ctrl + C to copy and Ctrl + P to paste from a PC or click Command + C to copy and Command + P to paste from a Mac computer.  Check out this article on Copying and Pasting for more details: https://www.wikihow.com/Copy-and-Paste