Appointment confirmations
Every booking gets confirmed in writing, automatically: an email with a calendar file and the client's private manage link, plus a text. Booked at the desk or booked online, same confirmation, sent exactly once.
What goes out, and when
- The moment an appointment is booked (by your staff or by the client online), the confirmation sends.
- The email carries the appointment details, an add-to-calendar file, and the private link the client can use to reschedule or cancel themselves.
- A text goes out alongside it for clients with a phone on file.
- It sends once per appointment. Rebooking or system hiccups never produce duplicate confirmations.
Example. The desk books Sarah for Thursday 2:00 PM while she's still on the phone. Before the call ends, her confirmation is in her inbox with the calendar file, and the text is in her thread in Messages.
Common questions
- The client says nothing arrived? Check their record's Details card. No email and no phone means nowhere to send it. Fix the contact details, then rebook or resend through a quick text from their thread.
- Do confirmations respect STOP? A client who opted out of texting still gets the email confirmation. Nobody books blind.
- Can I turn confirmations off? No, and you don't want to: the confirmation carries the self-service link that saves your desk the "can I move my Thursday" calls.
- What does rescheduling send? The confirmation is a booking-time message. After a change, the reminder follows the new time; for the change itself, a quick personal text from the thread is the clear move.
Good to know
- Confirmations, reminders, and your own texts all land in the same client thread, so the desk sees what the client sees.
- The calendar file means fewer "what time was I again" calls, especially for clients who book weeks out.