Documentation

Settings -> Workflow

Reminders

As a service provider, it can be important to remind your customers of their appointments in advance. This can contribute to fewer no-shows and improved customer service.

How to set up a reminder via SMS or email

• Click on "Workflow" in the menu.
• Select "Create new workflow" in the top right corner.
• Enter a name in the "Workflow name" field (e.g. "Reminder before booking").
• Choose the time for the reminder:
  – For reminder before booking: Under “When this happens”, select “Before booking starts”.
  – For reminder after booking: Under “When this happens”, select “After booking completed”.
• Under "Do this", select either "Send email" or "Send SMS message".
• Click "Create" in the bottom right corner.
• On the new page, click "Change" under "When."
  – In the “Offset” field, select “before” or “after,” and enter the desired time in the field on the right. Then select “Minute,” “Hour,” or “Day.”
  – Choose whether the notification applies to specific locations, services, or options. The workflow will only be triggered if these match.
• When you are finished, click "Save".
• Under "Do this," click "Setup."