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Appointment Confirmations

How-to set up automated appointment confirmations and send them out manually.

Catherine avatar
Written by Catherine
Updated over 5 months ago

Appointment confirmations provide an easy automated method of confirming upcoming services with your customers. The automated confirmations are driven by unconfirmed jobs scheduled on your calendar. They will automatically go out based off of the frequency specified before the unconfirmed job.

Your customers will have the ability to confirm that time/date by simply clicking the link in that email. Once an appointment has been confirmed by your customer, its status will automatically change to confirmed on your calendar.

You can create up to 3 different templates, all assigned to different services with different frequencies.

NOTE: You will need to select all services (or the services you wanted the confirmations to go out to) and click the 'Enable' toggle for each template or your confirmations will not be sent out.

You can send a same day reminder / confirmation by putting 0 on the day/s before.

IMPORTANT NOTE: All sending and automated actions are placed in a queue, meaning they will start executing at 9 AM and should be completed before 11 AM. While e-mails won't all send precisely at 9:00 AM, they are queued to send between 9 and 10 AM, and should not be later than 11 AM.


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