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Send appointment reminders
Send appointment reminders
Reduce no-shows and improve punctuality by sending reminder messages for their upcoming appointments. Learn how to create and manage automated appointment reminders to keep clients informed.
Getting started
Sending clients appointment reminders can help keep clients engaged and informed about their upcoming appointments. To get the most out of appointment reminders, follow these steps:
- Update client profiles with contact details and notification preferences.
- Upgrade to Fresha's paid features to send messages via text.
- Top up your monthly text message quota.
Creating appointment reminders
You can create up to three appointment reminders to automatically send to clients based on how much notice you want to give them and their notification preferences saved in their profiles.
- Desktop
- Mobile
To create appointment reminders:
- Open Marketing and click on messaging Automations.
- Under Reminders, click on Create new.
- Use the drop-down menu to set a Reminder advance notice to determine how far in advance the reminders should be sent, then click Next step.
- Use the toggle next to the Email and Text to enable reminders to be sent from these channels:
- Text message:
Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like. - Email:
Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
- Text message:
- Click Save.
To create appointment reminders:
- Open Marketing and tap on messaging Automations.
- Under Reminders, tap on Create new.
- Use the drop-down menu to set a Reminder advance notice to determine how far in advance the reminders should be sent, then tap Next step.
- Use the toggle next to the Email and Text to enable reminders to be sent from these channels:
- Text message:
Allow the messages to be sent via text at a fee which will be outlined and deducted from your text message allowance. Select Preview to see what your message will look like. - Email:
Allow the messages to be sent via email for free. Select Preview or Edit content to make changes and send yourself a test email.
- Text message:
- Tap Save.
Clients can manage their appointments or get directions directly from the reminder.
Use the edit option for email reminders to include personalized messages or special instructions, enhancing client engagement.
Managing appointment reminders
Update appointment reminders
- Desktop
- Mobile
To change automated appointment reminders:
- Open Marketing and select Automations.
- Under Reminders, click on the three dots next to the appointment reminder.
- Select Edit and make changes as needed.
- Click Save.
To change automated appointment reminders:
- Open Marketing and tap on Automations.
- Under Reminders, tap on Actions (the three dots) next to the active appointment reminder.
- Select Edit and make changes as needed.
- Click Save.
Disable appointment reminders
- Desktop
- Mobile
To switch off automated appointment reminders:
- Open Marketing and select Automations.
- Under Reminders, click on the three dots next to the appointment reminder.
- Select Remove, then Remove again to reconfirm.
To switch off automated appointment reminders:
- Open Marketing and tap on Automations.
- Under Reminders, tap on Actions (the three dots) next to the active appointment reminder.
- Select Remove, then Remove again to reconfirm.
FAQs
Can I customize the content of the text message reminders?
Is there a limit to how many reminders I can send per appointment?
What happens if a client changes their notification preferences?