Appointment reminders to customers

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Appointment reminders to customers

Set how long before each appointment customers get an email, text or in-app reminder, and what you get yourself.

Reminders go out before every appointment on the schedule you set. You can also set reminders for yourself.

Steps

  1. Go to Settings → Reminders.
  2. Under Reminders to your customers, you see ⏰ Reminder 1, ⏰ Reminder 2 and so on.
  3. Set how long before with a number and a unit.
  4. Tick the channels: Email, Text (greyed if not in your plan or not set up) and In-app.
  5. Choose All appointment types or Only some appointment types.
  6. Click + Add a reminder for another. Remove deletes one.
  7. Under Reminders to you, do the same. Use + Add a reminder for me.
  8. Under When you book, move or cancel, tick Tell the customer automatically if you want. Their calendar updates either way.
  9. Click Save reminder schedule. A message tells you how many reminders were planned for upcoming appointments.

Quiet hours for texts

Texts never go out between 9 pm and 8 am. “A reminder that would land overnight is sent at 8 pm the evening before instead.”

Change the wording

The wording is in Settings → Messages & alerts → Appointment reminder. Customers can reply C to confirm or R to reschedule. VisionScaper answers confirm with a thank-you and reschedule with “We’ll text or call you to find a new time.” You are alerted: “Customer confirmed / asked to reschedule”.

For one appointment

You can change the schedule for a single appointment when you book it. On the visit, a line shows what is planned, listing the planned reminders by channel and time.

Plan limit

If your plan caps reminders, the screen says “Your plan includes N reminder(s) per appointment.” The value is a placeholder, not approved.

Tips

  • Start with two reminders: one a day before and one a couple of hours before.
  • Appointment reminders are service messages. They go to people who booked with you. Marketing texts have extra consent rules. See “Consent and opt-outs”.

If something goes wrong

  • No text reminder: texting may not be set up, not in your plan, or the person opted out.
  • A reminder was early: it was moved to 8 pm the evening before because of quiet hours.

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