How to send a reminder before a booking

Email and SMS reminders are a great way to keep your clients engaged and reduce no-shows. You can also create them for yourself or your team members. 

In this article:

Create an email reminder
Create an SMS reminder


Create an email reminder

Select your booking page from the Dashboard and navigate to Notifications > Actions. Click Reminders before a booking to expand that section. 

Each booking page is created with a reminder to the booker 1 hour before the start of their appointment. You can edit this reminder by clicking on it, or click + to create a new reminder.

You'll be prompted to select Email or SMS. Click Email.

  1. Email name - this is an internal name so you will be able to identify this reminder in the Notifications & workflow section. It defaults to "reminder to booker" but you can change it to Reminder to myself, Reminder to team member, or something else.
  2. When will this email be triggered? You can set this email to be triggered minutes, hours or days before an appointment. 
    1. We recommend creating reminders in this order to booker: 1 day before an appointment, another 1 hour before appointment, and last reminder 15 minutes before appointment.
  3. From email - this is the email address that will send the reminder. It will default to sending from your account email, but you can change this to be any non DMARC protected email address. If you are using Teams, you can send the email from {TEAM-EMAIL} and it will send from the team member taking this booking.
  4. To email - set where the email will go. By default it will go to the bookers email address they entered on your booking form. 
    1. If you collect more than one email address on the booking form, select "Custom email address from the dropdown" and enter the shorthand codes for each email you want to send an email to, ie. {EMAIL1}, {EMAIL2} etc. 
    2. If the reminder is going to yourself you can enter your email or use {ACCOUNT-EMAIL}. 
    3. If the reminder is going to your team member, use {TEAM-EMAIL}. 
  5. Email subject - help your bookers identify what this email is about by customizing the subject line
  6. Email content - Edit the text of the reminder email to your bookers. Provide a Zoom link for your call, physical address for the meeting, or anything else they might need.
Use the toolbar to Insert shorthand codes images or links and further customize the email by inserting any shorthand codes you've used on the booking form, or insert your company logo.

Create an SMS reminder

To add a new SMS notification to your booker, first make sure you have first purchased SMS credits on your Account page.

You'll also need to make sure you are asking for a phone number on your booking form. The question type is  Phone number, and you need to check the box next to Mobile phone

Select your booking page from the Dashboard and navigate to Notifications > Actions. Click Reminders before a booking to expand that section. 

Click + to create a new reminder, you'll be prompted to select Email or SMS. Click SMS.

  1. Edit the name of this notification so you can easily identify it in the Notifications section
  2. Select when you want the SMS to send - days, hours or minutes before the start of the appointment
  3. From the dropdown menu, select the phone number from your booking form. If you collect more than one phone number on the booking form, select "Custom phone number" and enter the shorthand codes for each phone number you want to send an SMS, ie. {PHONE1}, {PHONE2} etc. 
  4. Edit the message you want to send to your booker about this booking. Each SMS credit is 160 characters, and special characters may take more than one character. Check here to see how many credits your message will take. 
If you don't see "Phone number from your booking form" in the Send to field, you'll need to add a Phone number question to successfully send SMS to your booker.