Schedulista's automated confirmation and reminder emails provide clients with the basic appointment information for their records. An online summary page with this information can also be accessed from the optional text/SMS appointment reminders.
You can add a custom message to the emails and the appointment summary page for a specific service or specific services to provide clients with additional information specific to your business. You can also add a general custom message for all services.
Benefits of custom messages
Allows you to customize the notifications sent to clients specific to your business
You can add custom greetings and/or thank-yous
Provide further information about your business, your policies, your services, and/or information like parking directions or arrival instructions
You can add links to direct clients to information or for clients to download or upload forms or files
You can add links to payment pages or portals for other payment processors or transfer services (PayPal, Square, Authorize.net, Venmo, CashApp, etc.), if you don't wish to use our Stripe integration for online payments
Format text to draw clients to important notifications
Notes on links and formatting text
You can use limited HTML markup to add links or style the text in the custom message.
Links (more info)
When you paste a URL (ex. https://www.schedulista.com) into the custom message override field and save, it will automatically convert to a link on the summary page and in the emails. You can also use the HTML anchor tags (<a>) to hyperlink words.
<a href="https://www.schedulista.com">Click here</a>
displays like this: Click here
Text formatting (more info)
To format your text, the following markup is available: Bold (<b>), Strong Importance (<strong>), Italicize (<i>), Emphasize (<em>), Underline (<u>), Strikethrough (<s>)
Lists (more info)
You can also add unordered lists (with bullets) or ordered lists (with numbers) using the <ul> and <ol> HTML tags.
Note: Schedulista does not host any images, documents, or files to
download. Schedulista also does not have storage for clients to upload
files while booking. You can include links from other websites or cloud storage services to download or upload.
Adding a custom message for a specific service
The custom message override will be added to the online summary page and the emails for the specific service or services you select. More on the basic information already included and any limitations for custom messages here.
Note: If you have a general custom message set on your business
account, the specific service custom message override will replace the
general custom message. Make sure to include any information from the
general custom message you need in the specific service custom message
(1) On the web app: Go to Settings > Confirmations, Reminders, Notifications
On the mobile app (version 7.3 or 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
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
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 in the specific service override.
To preview the message for the reminder email, click or tap the Preview Reminder link below the custom message field in the specific service override.
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.
Service added to multiple overrides
Only one custom message override applies to a specific service at one time. If you have a specific service added to multiple custom message overrides, only the message in the first override on the list with that service added will apply.
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