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Sending a same-day reminder

It’s not too late! You can still create reminders to inform customers about appointment arrivals on the same-day.

If your business involves traveling to clients’ home or businesses to perform services such as landscaping, snow removal, security equipment set-up, etc and you would like to inform your clients on the same day when staff will be arriving for their appointment, our reminders can help! 

You can create a reminder template for “Same Day Arrivals” in your Reminder settings or create a custom message in Edit mode of the appointment. Then, go to the New tab or to the Calendar tab and do the following:

  1. On the Appointment Form, enter the client’s personal information (ie. full name, phone number, and/or email address) and select the Reminder type (ie. text, email, or both) on the Appointment Form for the kind of reminder you want to send.

  2. Select a reminder template or click on Set Custom Message in the Messages(s) drop down menu to create a unique message for the same day appointment.

  3. Click the orange Save button to create the new appointment and send the message.

If the appointment is created within 1 hour of the actual appointment time, the reminder will be sent out immediately. Otherwise, it will be sent out on the same day according to the reminder schedule in your Reminder settings.

For more tips on how to create reminders for various uses, check out our additional Reminder articles here.