- Help center
- Knowledge base
- Calendar and schedule
Send appointment reminders
Send appointment reminders
In this guide, you'll learn how to set up and manage automatic text and email notifications that remind clients about their upcoming appointments.
How appointment reminders work
Appointment reminders are automatic messages sent to clients before their appointments to remind them. Two are set up by default, and you can create an additional reminder.
Edit appointment reminders
-
From the main menu on the left of your screen, go to Marketing.
-
In the left menu panel, select Automations.
-
Select the Reminders tab at the top to view and manage appointment reminders.
-
Click on a reminder automation to open its overview.
-
In the reminder automation overview, click on the Options button in the top right and select Edit from the panel.
-
In the Setup automation step, set how far in advance the reminder should be sent under Reminder advance notice, then click the Next step button in the top right to continue.
-
In the Channel overview step, select whether you'd like to send reminders to clients via Text message, Email, or both.
-
You can click Preview in the top right to see the message format and send a test email to yourself.
-
For Email reminders, you can adjust details by clicking on the Edit content button. In the Edit content page, tick the checkbox to Display services on email and add any additional details in the Important info text box. Click on the Save button in the top right to apply the updates.
-
-
Click on the Save button in the top right to create the appointment reminder.
The appointment reminder will be automatically sent to clients based on your chosen timing and notification preferences. You can update a reminder at any time, using the same steps by, clicking on it to open the editing view.
You also have the option to create a new appointment reminder by selecting Create New from your list of appointment reminders.
Manage appointment reminders
-
Open an existing reminder from your Automations.
-
In the appointment reminder overview, click on the Options button in the top right and select one of the following options from the panel:
- Disable: Stop the appointment reminder from being triggered without deleting it by clicking on the Disable button in the pop-up to confirm.
- Remove: Permanently delete the appointment reminder by clicking on the Delete button in the pop-up to confirm.
- Reset: Restore the appointment reminder to its default settings by clicking on the Reset button in the pop-up to confirm.
FAQs
Text message reminders use a standard format to ensure clear and consistent communication. While these can't be customized, you can personalize email reminders by adding aftercare instructions, key policies, or any important information to help prepare your clients before their appointments.
Yes, to prevent overwhelming clients, you can send up to three appointment reminders per appointment. These reminders can be scheduled at different times before the appointment to ensure clients receive timely notifications.
When a client changes their notification preferences, all future appointment reminders will automatically follow their latest settings. If they disable text or email notifications, appointment reminders will no longer be sent through that method.
Email reminders are always free to send through Fresha. Text message reminders, however, are deducted from your text message balance. You can manage your text message balance under billing.