thread Re: scheduling text reminders for clients in Archived Discussions (Read Only)

Can you schedule text reminders for clients in Square Appointments?

Groomingtails — Sun, 24 Jul 2016 21:20:21 GMT

My customers prefer to have a text message reminder sent to them the day before their appointment, is there an way to set this up in the appointments program?

Re: scheduling text reminders for clients

EJ_ — Sun, 16 Jun 2019 22:24:35 GMT

Hi there!

You can absolutely send text message reminders to your clients for their appointments.

You can do this from your Square Appointments Dashboard in the Communications tab here.

From the iPhone version of the Appointments app go to the Settings section > tap Notifications > tap Text Message Reminders.

Can I customize the time in which it sends the reminders

ashley14ash — Sat, 30 Dec 2017 03:02:53 GMT

Some times I don’t book appointments until late at night into my tablet. I don’t want it sending a reminder conformation text at night. Can I change the times it sends the reminders and how Many days before the appointment that it sends another reminder?

Re: Can you schedule text reminders for clients in Square Appointments?

Helen — Wed, 19 Sep 2018 17:16:54 GMT

This reply was created from merging an existing thread: Can I customize the time in which it sends the reminders?

Hello @ashley14ash! You can customize the time your clients will receive reminders. As EJ mentions above you can edit your reminders from the Communications tab of your Appointments Dashboard. Click Appointments > Settings > Communications and you'll see the option to edit when text reminders (and email) are sent.

However, the steps above are only to customize reminders. If you are booking an Appointment for a client they will receive a text/email to confirm their appointment. There isn't a way to change the time that these notificaitons are sent. I see how it would be useful as you may not be managing your business in "normal" business hours and I'll share your request with the Appointments team!

Re: scheduling text reminders for clients

CF — Sat, 20 Jan 2018 18:39:58 GMT

will text reminders work for recipients with Android phones? I would assume so but came across something online that made me ask.

Thanks!!

I don't want an immediate confirmation sent the day I schedule the appointment

joycedonnell — Sun, 24 Jun 2018 21:09:29 GMT

This reply created from merging an existing thread: "I don't want an immediate confirmation sent the day I schedule the appointment" The author has been notified via email.

When putting clients on the calendar I don't want it to send an immediate confirmation. I only want the confirmation sent when it is time to remind them of their appointment.

Re: Can you schedule text reminders for clients in Square Appointments?

joycedonnell — Mon, 25 Jun 2018 01:09:23 GMT

Yea, I don't want them to get the confirmation text when I schedule their appointment. I only want them to get the reminder text 48 hours prior to their appointment.

Re: Can you schedule text reminders for clients in Square Appointments?

katieand — Mon, 25 Jun 2018 21:30:14 GMT

Hi @joycedonnell - You can customize when your clients receive appointment reminders by going to the settings in your Dashboard here.

Re: I don't want an immediate confirmation sent the day I schedule the appointment

ekbcd — Mon, 17 Sep 2018 20:58:53 GMT

Did you find a way to do that? I was looking for the same thing.

Re: I don't want an immediate confirmation sent the day I schedule the appointment

Helen — Wed, 19 Sep 2018 18:47:09 GMT

@ekbcd When you create an Appointment you can choose not to send a confirmation notification to the client. Your client will still receive a reminder email or text message if you've set up those reminders!

Re: I don't want an immediate confirmation sent the day I schedule the appointment

ekbcd — Thu, 20 Sep 2018 00:59:48 GMT

Thank you!

Re: scheduling text reminders for clients

IndigoSkin — Wed, 07 Nov 2018 22:59:15 GMT

I would like to schedule text reminders, but do not utilize Square appointments. Is that the only way to do it by text ? Currently I use the e-mail reminders only through the notes....but my customers would prefer text.

Re: scheduling text reminders for clients

Helen — Fri, 09 Nov 2018 00:16:48 GMT

That's right @IndigoSkin, text reminders are only available with Square Appointments.

I'd be interested to hear more about how you'd use text reminders. Would you use them with Invoices or to remind customers about appointments (even though you don't use Square Appointments)/something else?

Re: scheduling text reminders for clients

IndigoSkin — Fri, 09 Nov 2018 01:15:29 GMT

@Helen I am a Body Piercer. At certain times we would need to remind our customers that it is time to size down their initial jewelry to a more appropriate size. Also we like to have our tattoo and piercing customers come in for a photo of their healed tattoo/piercing. Looks better that way and shows a completed project. So, I'd like to send gentle reminders to size their jewelry or come in for a photo......a LOT of our clients use text WAY more than e-mail. It would be convenient to have them have a little reminder pop up instead of them finding it buried in their inbox a month later.......It wouldn't be an appointment, just a reminder.

Re: scheduling text reminders for clients

Helen — Sun, 11 Nov 2018 16:09:15 GMT

Thank you so much for sharing this extra detail @IndigoSkin!

I see how custom reminders would be handy, and how it would help if they were sent after/separate to the client's initial appointment or transaction. I'll share this with our Product teams, hopefully there will be a solution for you in the not-too distant future. 😀

Re: scheduling text reminders for clients

Float44 — Sat, 24 Nov 2018 21:30:19 GMT

I've been using this feature of sending an automated email reminder 2 days prior to the clients appointment and again via text/sms 1 day before the scheduled appointment time. This system seems to work just fine for me.

I have customers using Android as well as Apple/IOS platforms. I have been using this for almost 4 years and have never received any troubling feedback.

Appointment reminders

Erinrush04 — Fri, 12 Apr 2019 17:52:35 GMT

This reply created from merging an existing thread: "Appointment reminders" The author has been notified via email.

Can I or is it possible to customize my appointment reminders, such as when the reminder is sent out?

How do I set up appointment reminders

HarmonyInk — Sun, 14 Apr 2019 21:53:03 GMT

This reply was created from merging an existing thread: How do I set up appointment reminders

Can anyone help me find how to set up text appointment reminders?

Re: How do I set up appointment reminders

Helen — Sun, 14 Apr 2019 21:54:06 GMT

@HarmonyInk Happy to help! The steps to enable text message reminders are in this thread.

Let me know you have any other questions!

Re: I don't want an immediate confirmation sent the day I schedule the appointment

drloribecker — Sat, 27 Jul 2019 19:50:26 GMT

"When you create an Appointment you can choose not to send a confirmation notification to the client." Does anybody know how to do this??