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Automated Email & SMS

Written by Catherine

Late Payment Reminders

Late payment reminders will allow you to collect on past invoices automatically. You can activate up to 6 reminders based on the day range you specify.

With Stripe credit card processing integrated with GorillaDesk, you can include an online payment link with outgoing automated reminders. This payment link is accessible through the Insert Email Variable selector.

Note: A live preview of the email template is available while you're building it.

To learn more about late payment reminders click here >>

Appointment Confirmations

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 on 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 check the box next to 'Enable' for each template AND apply it to specific services or your confirmations will not be sent out.

Manually send confirmations

You also can batch send your appointment confirmations manually from your calendar.


NOTE:

  • If the confirmation template is assigned to a specific service type, it will only allow you to manually send confirmations to those services.

  • If the template is NOT assigned to any service type, it will allow you to manually send confirmations to any service.

To learn more about appointment confirmations click here >>

Appointment Reminders

Appointment reminders allow you to send an email and/or SMS message to customers to remind them of a currently confirmed status job. This reduces the number of no-shows.

The email and SMS are completely customizable for your business process. You can decide whether to include a timestamp or not.

Tips & Tricks

  • Excluding a timestamp, the variable will just show the customer the day of service instead of an exact time.

  • To create more friction in the rescheduling process, exclude the reschedule button from your email and request the customer to call you to reschedule.

  • The most commonly used reminder frequency is set at one day before the appointment date.

  • Reminders can be sent manually from the calendar if you do not want GorillaDesk to automatically batch them out. (When sending reminders manually the system uses template Reminder #1)

  • A history of all sent email reminders is available under Reports / System email history.

Note: A live preview of the email template is available while you're building it.

Manually send appointment reminders

You also can batch send your appointment confirmations manually from your calendar.


SMS Per Credit Charge Notice:

SMS credits are based on message segments.

  • Plain text uses up to 160 characters per credit.

  • Emojis, special characters, and personalized fields may reduce the character limit and increase credits used.

  • For example, using a single emoji reduces the limit to 70 characters per credit.

    When an SMS contains Emojis, Accented characters, or Special characters, the system switches to Unicode encoding. This drastically reduces the character limit per segment, resulting in higher credit charges.

    Triggers & Examples:

  • Emojis: 😀, 🚀, 🔥 (Note: Complex emojis like the family icon 👨‍👩‍👧‍👦 can use up to 8 Unicode characters alone).

  • Accented Characters: Vietnamese tones or letters not in the standard Latin alphabet (e.g., á, , , , , đ).

  • Special Characters / Smart Punctuation (often from Copy-Paste): Smart quotes (" " instead of ", or instead of '), long dashes (), and ellipses ().

Character Limit & Segment Rules:

  • Plain Text (GSM-7): The 1st segment holds up to 160 characters. From the 2nd segment onwards, it drops to 153 characters/segment. (Example: 161 plain characters = 2 segments).

  • Unicode Text (With Emojis/Accents/Special Chars): The 1st segment holds up to 70 characters. From the 2nd segment onwards, it drops to 67 characters/segment. (Example: 71 characters containing a single emoji = 2 segments).


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