📨 Sending email confirmations
With Appointedd, confirmations can be sent to your customers, your business and your resources when bookings are made and edited. These messages are automated, customisable, and free of charge.
This video shows how email confirmations can be enabled:
📱 Sending SMS confirmations
In order to send SMS via Appointedd to your customers/resources/business, you need to connect to our Twilio SMS provider and have sufficient text credits.
You can read more about how to connect and send SMS here.
To ensure seamless SMS communication from Appointedd, it is crucial that Twilio is connected correctly and that you have sufficient text credits in your account.
To enable SMS confirmations in Appointedd, follow the steps below after you've connected to Twilio:
Hover over the Email & SMS tab and click Manage email confirmations or Manage SMS confirmations to edit the settings
Flip the slider next to the setting to ON.
Due to recent legislation changes requiring each business to register and obtain approval for SMS services, we’re no longer able to provide Appointedd’s out-of-the-box SMS. Twilio is now our designated SMS provider.
🖌️ How to edit the copy of your emails
You can customise the content of your automated confirmations by clicking edit text next to the setting. There are two types of emails templates you can use.
Standard templates
This is the default template. In the standard communication options, some of the content is static (i.e. cannot be changed). Static content is included in a grey box and is indicated by a lock icon. The static content will pull through the relevant details for the booking for which the confirmation is being sent, including the customer name, the service, date, time, price and timezone.
Top tip: Price is only shown in emails if a value is assigned to the booking. If you list the price as free or POA (price on application), the price won’t be shown.
The customisable content is in the white box. You can type in the copy you desire, format, and include hyperlinks. You can also apply basic design and branding to the email headers and footers using HTML. You'll find a guide on this here.
Please note that a link being clickable in an SMS depends on the phone of the recipient. Most smart phones will show a hyperlink in an SMS as clickable.
Advanced communication templates
To utilise our advanced communications option, you'll need to toggle the Advanced Communications setting to ON within the selected email template page.
Our advanced communication feature will allow you to customise your email fully from start to the finish where you can also apply specific rules of what content to show when (for example, different content to show depending on what service or resource are booked).
You can learn more about our advanced communication feature here.
👀 How to review messages sent to customers
You can see all of the messages which you have sent to each of your customers in their customer record. Check out this support guide to find out more.
Additionally, if you would rather have all automated customer communication copies sent to a central inbox of your business, you can set it up via our BCC feature.
How to re-send confirmation emails
If you would like to re-send the initial confirmation email sent to the customer, please check out this guide.
⚙️ How to set the send-from names
You can set the name and email address which are displayed to the client as the 'sender'. We recommend you use a real email account and an email provider such as Google or Outlook. Check out this guide to set this up.
For SMS communications, you can set the send-from name under Connect > Connect to an SMS provider. The name or number you add here should match what you have configured in your SMS provider account. We also recommend that you use the same send-from for all SMS communications to ensure that texts messages are sent.
Can customer reply to messages?
Email: Yes, if your “send-from” address is a monitored inbox.
SMS: No, replies go to a no-reply number. You can include a note like “Please do not reply” in your message if needed.
📡 How to send confirmations to resources
You can choose to notify your resources by email when a booking is made with them:
Go to Setup
Click manage resources
Click view info next to the resource
Click edit resource
Add the email address
Flip the slider to send booking confirmation emails to on (orange).
🏰 How to send confirmations to your business
Your business is notified by email when a customer makes or cancels a booking. You can set the email addresses which these emails should be sent to:
Go to Setup
Edit business profile
Add a Business email address
You can add more under Other email addresses
You can also choose to be notified when a customer makes or cancels a booking by SMS.
Go to Email & SMS
Manage SMS confirmations.
Switch on notifications to your business
These SMS will be sent to the mobile number stored in your business profile under the Setup tab.
As an Appointedd user, you will not receive confirmation notifications when you create, modify, or cancel bookings from your own account. Notifications are only sent to you when a customer makes a change or takes action.
If you have any feedback we would love to hear it 👂