Clients
Everything on your clients, communications, and appointment information
By Felix and 1 other2 authors38 articles
- 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