AppointmentCore allows you to create personalized confirmation and reminder notifications that can be set up to be sent to you and your customers when appointments are scheduled. Setting up confirmation messages and reminder notifications helps prevent no-shows and ensures that you and your customers make it to the meeting on time.
You can find pre-configured notification automations at the end of the Booking Link Creation and Setup process. You can edit these presets or create your own to replace or supplement the preset automations that are already in place.
Here’s how to edit preset automations:
|
From the Booking Link Creation and Setup page, click Automations at the top. Select Campaigns & Automations on the left menu. Click the arrow next to Campaigns & Automations at the center of the page to expand the section. You will now see all automations that have been preset for your Booking Link. |
 |
|
Under the Manage Campaigns & Automations section, click the pencil icon next to the Title of the preset automation that you’d like to modify. AppointmentCore will then direct you to the page where you can make changes to the settings of the selected preset automation. |
 |
|
AppointmentCore provides templates for your confirmation and reminder emails and text messages, which you can personalize. From here, you can either choose a template from the dropdown menu or enter your preferred title for your template. |
 |
|
In the What section, you can select the type of notification or automation you wish to create from the dropdown menu. Choose one of the notification options below from the list of Message Automation Triggers: |
 |
Here’s how to create notification automations from scratch:
|
From the Booking Link Creation and Setup page, click Automations at the top. Select Campaigns & Automations on the left menu. Click the arrow next to Campaigns & Automations at the center of the page to expand the section. |
 |
|
Click the Add New Automation button under the Manage Campaigns & Automations section. AppointmentCore will then direct you to the page where you can start filling out the details for your new automation. |
 |
|
AppointmentCore provides templates for your confirmation and reminder emails and text messages, which you can personalize. From here, you can either choose a template from the dropdown menu or enter your preferred title for your template. |
 |
|
In the What section, you can select the type of notification or automation you wish to create from the dropdown menu. Choose one of the notification options below from the list of Message Automation Triggers: |
 |
The remaining steps for configuring each notification option are listed below:
Send email
|
After selecting the Send email option under the What section, specify how you want the automation to work in the When section. You can choose when to send your reminder notification or trigger your automation from the dropdown menu. Set the timer for the event after that. |
 |
|
In the Configure section, you can customize the content of the reminder notification. Select where the reminder notification will be sent in the To dropdown menu. You can choose to have the reminder sent to the Customer (the person booking with you), the team member or User who will be attending the appointment, or the owner or creator of the Booking Link. Note: Since only one recipient can be selected per automation, if you want to send a reminder to both the customer and the team member, you'll need to create two separate reminder automations for the customer and one for the attending User(s). Choose which email service we should send notifications through in the Via dropdown menu. Note: we will default to AppointmentCore’s internal email service if the one you selected encounters an error. |
 |
|
You can edit or enter the title for your email subject line in the Subject field. Use Merge Fields to include details about the attendee or appointment, such as FirstName, ApptDate, or ApptTime. If you use Infusionsoft, you can also use information from the attendees’ Infusionsoft contact records. |
 |
|
In the Message section, you can either edit or create the body of your email notification. You can use the toolbar to adjust the font size, color, alignment, and more. You can also customize your email by inserting Merge Fields. Once you are finished crafting your message, click the Update button to save your changes when editing or the Create button when creating automation from scratch. Remember to click the Save & Stay on this step button on the Booking Link Setup page to apply your changes. |
When editing an existing message template:  When creating a new message:
|
Send text message
Before you start:
- To create personalized text messages to send to you and your customers so that a reminder is sent directly to their phone, first select Mobile Phone as a required field under the Collect Information step of the Booking Link Creation and Setup process. This will ask your customers for their mobile phone number when booking, so that text messages can be sent out. If you use our Infusionsoft integration, this number will also be added to the customer’s contact record.
- Additionally, an account Admin must enable Twilio (Text Message Reminders) must be enabled by an account Admin in the Integrations section of your organization’s Company Settings.
Here’s how to make Mobile Phone a requirement:
|
Under the Automations stage of the Booking Link Creation and Setup process, select Collect Information on the left menu. Select the radio button for Ask for information with a web form. |
 |
|
Click the Customize fields or Order button to expand the list of web form fields. From here, look for Mobile Phone, and tick the box for Enabled. Uncheck the box for Optional to make this a required field. Click the Save and display summary button to save your changes, and notice that Mobile Phone now shows up as a requirement under Fields in Webforms. Remember to click the Save & Stay on this step button on the Booking Link Setup page to apply your changes. |
 |
Proceed with the steps below to configure your text message notification:
|
After selecting the Send text message option under the What section, specify how you want the automation to work in the When section. You can choose when to send your reminder notification or trigger your automation from the dropdown menu. Set the timer for the event after that. |
 |
|
In the Configure section, you can customize the content of the reminder notification. Select where the reminder notification will be sent in the To dropdown menu. You can choose to have the reminder sent to the Customer (the person booking with you), the team member or User who will be attending the appointment, or the owner or creator of the Booking Link. Note: Since only one recipient can be selected per automation, if you want to send a reminder to both the customer and the team member, you'll need to create two separate reminder automations for the customer and one for the attending User(s). In the Message section, you can either edit or create the body of your text message notification. Use Merge Fields to include details about the attendee or appointment, such as FirstName, ApptDate, or ApptTime. If you use Infusionsoft, you can also use information from the attendees’ Infusionsoft contact records. Once you are finished crafting your message, click the Update button to save your changes when editing or the Create button when creating automation from scratch. Remember to click the Save & Stay on this step button on the Booking Link Setup page to apply your changes. |
When editing an existing message template:
When creating a new text message:
|
Send FixYourFunnel text message
Before you start:
- To create personalized text messages to send to you and your customers so that a reminder is sent directly to their phone, first select Mobile Phone as a required field under the Collect Information step of the Booking Link Creation and Setup process. This will ask your customers for their mobile phone number when booking, so that text messages can be sent out. If you use our Infusionsoft integration, this number will also be added to the customer’s contact record.
- Additionally, FixYourFunnel must be enabled by an account Admin in the Integrations section of your organization’s Company Settings.
Here’s how to make Mobile Phone a requirement:
|
Under the Automations stage of the Booking Link Creation and Setup process, select Collect Information on the left menu. Select the radio button for Ask for information with a web form. |
 |
|
Click the Customize fields or Order button to expand the list of web form fields. From here, look for Mobile Phone, and tick the box for Enabled. Uncheck the box for Optional to make this a required field. Click the Save and display summary button to save your changes, and notice that Mobile Phone now shows up as a requirement under Fields in Webforms. Remember to click the Save & Stay on this step button on the Booking Link Setup page to apply your changes. |
 |
Proceed with the steps below to configure your FixYourFunnel text message notification:
|
After selecting the Send FixYourFunnel text message option under the What section, specify how you want the automation to work in the When section. You can choose when to send your reminder notification or trigger your automation from the dropdown menu. Set the timer for the event after that. |
 |
|
In the Configure section, you can customize the content of the reminder notification. Select where the reminder notification will be sent in the To dropdown menu. You can choose to have the reminder sent to the Customer (the person booking with you), the team member or User who will be attending the appointment, or the owner or creator of the Booking Link. Note: Since only one recipient can be selected per automation, if you want to send a reminder to both the customer and the team member, you'll need to create two separate reminder automations for the customer and one for the attending User(s). In the Message section, you can either edit or create the body of your text message notification. Use Merge Fields to include details about the attendee or appointment, such as FirstName, ApptDate, or ApptTime. If you use Infusionsoft, you can also use information from the attendees’ Infusionsoft contact records. Once you are finished crafting your message, click the Update button to save your changes when editing or the Create button when creating automation from scratch. Remember to click the Save & Stay on this step button on the Booking Link Setup page to apply your changes. |
When editing an existing message template:  When creating a new text message:
|
Send RoboVoice reminder
Before you start:
- RoboVoice must be enabled by an account Admin in the Integrations section of your organization’s Company Settings.
|
After selecting the Send RoboVoice Reminder option under the What section, specify how you want the automation to work in the When section. You can choose when to send your reminder notification or trigger your automation from the dropdown menu. Set the timer for the event after that. |
 |
|
In the Configure section, you can customize your RoboVoice reminder. Select your preferred voice from the RoboVoice voice dropdown. Select where the reminder notification will be sent in the To dropdown menu. You can choose to have the reminder sent to the Customer (the person booking with you), the team member or User who will be attending the appointment, or the owner or creator of the Booking Link. Note: Since only one recipient can be selected per automation, if you want to send a reminder to both the customer and the team member, you'll need to create two separate reminder automations for the customer and one for the attending User(s). In the Message section, you can either edit or create the content of your RoboVoice reminder. Use Merge Fields to include details about the attendee or appointment, such as FirstName, ApptDate, or ApptTime. If you use Infusionsoft, you can also use information from the attendees’ Infusionsoft contact records. Once you are finished crafting your message, click the Update button to save your changes when editing or the Create button when creating automation from scratch. Remember to click the Save & Stay on this step button on the Booking Link Setup page to apply your changes. |
When editing an existing message template:
When creating a new text message:
|
Comments
0 comments
Article is closed for comments.