How to set up appointment reminders

Step 1: Open Reminders

In Appointments, open the Reminders tab. These rules apply to every appointment your business takes.

Step 2: Choose the channels and timing

Switch on each way you want to remind customers:

• Email - carries the full details (on by default, 1 day before).
• Text message - short, and it gets read (on by default, 3 hours before).
• WhatsApp - customers can reply to it.
• Phone call - an AI call; the most intrusive, so choose it deliberately.

For each one, set How long before in minutes or tap a preset (30 min, 1 hour, 3 hours, 24 hours, 48 hours, 72 hours). Press Test to send yourself a sample, then Save reminder rules.

Reminders for one service

Each service also has Customer Reminders - an email and a text reminder time - in its settings on the Services tab.

Good to know

• Each channel goes out once per appointment, at its own time - a customer with email and text on gets the email the day before and the text a few hours before, not the same message twice.
• Phone call reminders are part of the Enterprise plan.