Admin & Settings
Automations
/automations7 stepsReminders & reviews sends text messages to clients on your behalf: a reminder before an upcoming shift so fewer are missed, and a Google review request after a completed one. Administrators and office staff set the messages and timing and see what has been sent.
Step by step
- 1
Turn on No-show reminders, then switch on the 24-hour reminder, the 2-hour reminder, or both.
- 2
Check what each reminder says before you rely on it. Use Insert to add {name}, {time} and {date}, which are filled in for each client.
- 3
Turn on Google review requests, paste your Google review link, and set Wait after the shift (hours) to choose when it goes.
- 4
Write the review Message, putting {url} where the link should go and {name} where the client's name should appear.
- 5
Click Save changes. The Unsaved changes bar stays at the bottom of the page until you save or click Discard.
- 6
Enter your own mobile under Send a test reminder or Send a test review request, and click Send test to see the message.
- 7
Watch the counts at the top and Recent activity below. Each message shows the client, type and number, and whether it was Sent, Skipped or Failed.
The screen
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