Clients
Everything on your clients, communications, and appointment information
Importing / Exporting ClientsUpload clients to your list or download your list to a file
Importing phone contacts to your client listExporting clients from your iPhone or Android phone to add to Schedulista
How do I see client history?Reviewing a client's past appointments
How to merge clientsManaging duplicate client records
How to merge multiple client recordsManaging multiple duplicate client records
How to merge client records when a merge button doesn't appearManaging duplicate client records
Blocking a client from scheduling onlinePrevent a client from booking with your business in Schedulista
Unblocking a client for scheduling onlineAllowing a blocked client to schedule online in Schedulista again
What kinds of appointment confirmations and reminders will clients receive?The email and text appointment notifications sent by Schedulista
How do I adjust when appointment reminders are sent to clients?Adjusting your client communication timeframe
How can clients receive text (SMS) reminders for appointments I set for them?Sending text reminders for appointments set directly on your Schedulista calendar
About Custom MessagesPersonalize or add additional information to Schedulista client communications
Adding a custom message to the appointment summary and emailsPersonalize or add additional information to client communications
Adding custom messages to the appointment summary and emails for specific servicesPersonalize or add additional information to client communications
Removing custom messagesDeleting custom messages on client communications
About Follow-Up EmailsAutomatically send emails after appointments in Schedulista
Adding a follow-up emailSay thanks and/or encourage clients to book their next appointment through Schedulista
Adding an alternate follow-up emailSay thanks and/or encourage clients to book their next appointment through Schedulista
Adding a follow-up email for specific servicesSay thanks and/or encourage clients to book their next appointment through Schedulista
Removing a follow-up emailGetting rid of automated emails sent after an appointment in Schedulista
Disabling follow-up emailsPausing or stopping emails from being sent after appointments through Schedulista
About Mailchimp Integration with SchedulistaHow to send a bulk / mass email to clients
Setting up Mailchimp syncSync your Schedulista client list to a Mailchimp mailing list for email marketing
Pushing a Mailchimp syncImmediately sync Schedulista and Mailchimp to update information
How can clients cancel an appointment online?
How can a client reschedule their appointment online?When your client needs to move their appointment
How can I have clients call to schedule an appointment?Turning off online scheduling for a specific service
How to change a client's time zoneWhen their local time is different from yours
Why is my client's email in Gmail showing the wrong timezone?Separating a Google Calendar event notification/request from a Schedulista reminder
What happens if clients reply to the confirmation or reminder email or the text reminders?Auto-responses to client replies to appointment notifications
How can I email a client or bulk / mass email my clients in Schedulista?Using our Mailchimp integration to contact clients directly
How can I text a client or bulk / mass text my clients in Schedulista?
Why won't the Confirmations, Reminders, Notifications page save when I edit a custom message?Resolving invalid custom message overrides
How do I use my client list with other email marketing services?For services like Constant Contact, AWeber, ActiveCampaign, and more