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Appointment Confirmation & Reminders
Appointment Confirmation & Reminders

Manage appointment confirmation and reminders sent to your customers

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

When you schedule an appointment, you may decide to send a confirmation of the appointment date and time to your customer. You may also decide to send reminders before the appointment.

From within the New Appointment menu, select Reminders.

Set appointment confirmations and reminders from the reminders tab on new appointment menu

Choose the customer contact method. Your customer’s chosen preferred contact method will populate to help with your decision.

select contact method for the appointment confirmation and reminders

Appointment Confirmation

Toggle on Send Confirmation to send a confirmation when the appointment is saved in Shopmonkey. Please Note: Confirmations cannot be sent after the appointment has already been created.

Choose a template or edit the message directly before sending the confirmation.

appointment confirmation and edit confirmation messaging

Appointment Reminders

Toggle on Send Reminder to send appointment reminders to your customer. Select when you’d like the reminder to be sent to your customer.

Choose a template or edit the message directly before saving.

appointment reminder and edit reminder messaging

Pro-Tip: Select Add Reminder to add additional reminders. For example, you may want to send a reminder 2 days before the appointment and 1 hour before the appointment.

add additional appointment reminders

Click Save to immediately send the appointment confirmation to the customer and to save your appointment reminder settings.


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