You can add a custom message to the confirmation and reminder emails sent to clients. Reminder SMS/text messages include a link to the appointment summary page, which also displays the custom message.
You can also add custom messages for specific services.
Benefits of custom messages
Provide additional information about your business, policies, services, and/or information like parking directions or arrival instructions
You can add links to allow clients to download or upload forms or files
You can add links to other payment processors or transfer services (PayPal, Square, Authorize.net, Venmo, CashApp, etc.)
Contents:
Adding a general custom message
(1) On the web app: Go to Settings > Confirmations, Reminders, Notifications
On the mobile app (version 7.3 and above): Tap on Confirmations, Reminders, Notifications under the Configure section on the Settings tab
(2) Scroll down to the Custom Message section
(3) Click or tap the button next to Add a custom message to change it to Yes
(4) In the new field, enter your message
(5) On the web app: Click Save at the bottom of the page
On the mobile app: Tap Save at the bottom of the page and then tap Close at the top of the page to get back to the Settings tab
Adding a custom message for specific services
(1) On the web app: Go to Settings > Confirmations, Reminders, Notifications
On the mobile app (version 7.3 and above): Tap on Confirmations, Reminders, Notifications under the Configure section on the Settings tab
(2) Scroll down to the Custom Message section
(3) Click or tap the Add button next to Add custom message for specific services
(4) Select your specific service from the drop-down menu
Multiple services
If your message applies to more than one specific service, you can select multiple services from the drop-down menu. To remove a service from the message, click the "x" in the service tile in the Select Services field.
(5) In the new field, enter your message
(6) (optional) Repeat steps 4 through 6 to add custom messages to each additional service you would like
(7) On the web app: Click Save at the bottom of the page
On the mobile app: Tap Save at the bottom of the page and then tap Close at the top of the page to get back to the Settings tab
Adding links and formatting text
You can use HTML markup to add links or style text in the custom message.
Preview messages
You can preview what the custom message will look like on the confirmation email and/or on the reminder email.
To preview the message for the confirmation email, click or tap the Preview Confirmation link below the custom message field.
To preview the message for the reminder email, click or tap the Preview Reminder link below the custom message field.
A dialog with the contents of the email will appear.
The preview uses (1) the first name on your user account as the example for the client's name; uses (2) the first service on your list of services as the example of the service booked; and uses (3) the name of the first user on your Users list as the example for the provider's name.
You can reorder your Users list and/or your Services list to see different options in the preview, if you need.
Click or tap the Ok button to close the preview dialog.
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