thread Can you set up appointment reminders for yourself? in Archived Discussions (Read Only)

Is there a way to be notified by text or email when someone makes an appointment?

Greg — Fri, 24 Feb 2017 19:02:20 GMT

Is there a way to be notified by text or email when someone makes an appointment? The only notification I am getting is on the dashboard. I have a lot of appointments and some of them are weeks in advance so I am not likely to see a new appt. on the calendar.

Re: Appointments

Kelly — Tue, 10 May 2016 21:44:03 GMT

Great question Greg! All of your staff notifications are managed directly in the individual staff profile in your Appointments Dashboard. You can choose to be notified of new appointments by text, email or both!

Re: Appointments

bayautoshop — Thu, 13 Apr 2017 22:48:24 GMT

Hi Kelly,

I have this set up, but we aren't getting any notifications via text or email...

Re: Appointments

Spenser — Thu, 13 Apr 2017 23:24:13 GMT

Sorry to hear, @bayautoshop. Phone or email? If you have not received a confirmation email and your email notification settings are properly selected, I'd recommend checking your spam folder or other email filters too, as emails can occasionally skip your inbox.

If you're still having trouble, give us a call so we can take a closer look at your account and settings. Thanks!

Appointment Text Reminders For Staff

dfwactor — Mon, 01 May 2017 19:33:29 GMT

I was using SimplyBook.me for appointments but like Square better. However, I was hoping there would be a way to send text reminders to staff as well as clients. Is there a way to do that?

Re: Appointment Text Reminders For Staff

Tom — Wed, 03 May 2017 17:11:41 GMT

Hey @dfwactor, thanks for reaching out.

Yes, you can set up both email and text reminders for your employees from your Staff tab > select staff member > (scroll down) > select appropriate channel under Notifications.

Find more information on this in our Support Center: Manage Your Square Appointments Account Settings.

Hope this helps! Please let us know if you have any further questions. 🙂

Re: Appointment Text Reminders For Staff

dfwactor — Tue, 02 May 2017 22:46:24 GMT

Thanks for replying, Tom. However, those are NOTIFICATIONS of new appointments - not REMINDERS of upcoming appointments. I would like to set a REMINDER for the staff, much like the client receives an hour or two before the appointment begins.

Re: Appointment Text Reminders For Staff

Tom — Wed, 03 May 2017 17:11:59 GMT

Thanks for circling back, @dfwactor — apologies for the confusion! I see what you mean now.

At this time, reminder texts for staff are not available but I would like to learn a little more about how this feature would be helpful for your business. Is your staff mobile or are there any other factors that cause a risk of missing the appointment? I'll be happy to share this with our Product Liaison team.

For now, your staff may need to manually set a reminder in their phone or calendar (e.g. Google Calendar). Thank you again for taking the time to share your experience with this and please let me know if you have any other questions.

Re: Appointment Text Reminders For Staff

dfwactor — Wed, 03 May 2017 17:17:41 GMT

My business consists of 2 staff members. Myself and a part-time contractor. I would like my part-timer (and myself, for that matter) to receive a notification to remind her that she has an upcoming appointment so she doesn't forget to check her calendar on the day of her session.

Re: Appointment Text Reminders For Staff

Tom — Wed, 03 May 2017 17:38:06 GMT

Thank you! I will be sure to pass this along — appreciate your patience as we work to improve. We'll update this thread with any developments or workarounds that may be helpful.

Re: Appointment Text Reminders For Staff

Anaite — Wed, 06 Sep 2017 18:25:11 GMT

I have only 2 employees and myself both of them get reminder for thier appointments I've already put my information the exact same way they have it but I am not getting reminder nor alert of upcoming appointments.

Anyone?

Re: Appointment Text Reminders For Staff

Tom — Wed, 13 Sep 2017 18:45:39 GMT

Hey @Anaite, thanks for checking in. I went to check on this and reminders of upcoming appointments for staff still are not available — sorry for the confusion. If you'd like to have someone take a closer look for any potential issues with your settings, please send a quick note to our Support Team. They'll make sure this gets sorted out — thank you for your patience.

Re: Appointment Text Reminders For Staff

Ashtin_BBB — Sat, 02 Dec 2017 17:38:48 GMT

Hey Sqaure Up! I have roughly 40 "mobile employees" that could use the appointment reminder feature for our services. I see you asked the other client on how he could use this, so I figured I'd give my two cents. I have babysitters who go out to different locations and for the sake of both client and sitter, I'd like for them to both recieve a reminder a few hours prior. Since my employees do travel to different locations at various times, this would be helpful for them not forget about a service they picked up a week/month/day prior (which has happened!)

Alerts for new or cancelled appointments??

groomedbyang — Wed, 11 Apr 2018 22:59:08 GMT

This reply created from merging an existing thread: "Alerts for new or cancelled appointments??" The author has been notified via email.

Hi!

Is there a way to set a text/email alert when a client books or cancels??

Can I also receive text message alerts?

mmcallister — Sat, 26 May 2018 14:52:37 GMT

I'd like to know if somehow we can also have text message reminders sent to me/employees for appointments. I know the client receives reminders, but how about the vendors?

Re: Can I also receive text message alerts?

Chad — Sat, 26 May 2018 23:30:10 GMT

Hello @mmcallister!

We have the ability to notify you when a staff member books an appointment! On your Square Dashboard head to the Appointments tab and click Staff. Once you select a staff member a new menu should pop up on the right side of your screen. Scroll down to notifications and toggle on Notify Owner of Appointment Activity.

Now you'll receive an email or SMS message each time a staff member books an appointment!

If this isn't what you were looking for, feel free to reach out to me! 😀

Re: Appointment Text Reminders For Staff

oknext — Sat, 09 Jun 2018 18:43:37 GMT

I too need REMINDERS for my staff. The fact that Square Appointments doesn't offer staff reminders for upcoming appointments is troublesome. I have a partial workaround using iPhone Calendars, but TEXT REMINDERS would be far better for our staff.

Since clearly, I am not the first person asking for this ... I am curious as to why Square is dragging their heels with this request. It wouldn't take much programming to add an option to also send text reminders to the account admin (at a minimum) and hopefully to the specific staff person for the appointment.

Hopefully, Square will add this function soon or we'll be forced to look for other another system that can send reminders to both our clients & our staff.

Reminders for Business Owners or Staff of Appointments

Lynn_K — Mon, 11 Jun 2018 10:22:42 GMT

I love Square, truly, but I see this was brought up a year ago and nothing was done. PLEASE can a feature be added so the business owner and staff can receive text reminders of upcoming appointments? I'm a dog trainer with a sporadic schedule throughout the day. Nothing worse than having a client call and ask where I am because I forgot to check my calendar. It happened again yesterday. Thank you!

Re: Appointment Text Reminders For Staff

Helen — Wed, 13 Jun 2018 18:48:52 GMT

I'm sorry that text message reminders still aren't available for staff members @oknext @Lynn_K.

I do understand how this is important to your business. I would encourage anyone else interested in this to post in this thread letting us know about your business and how reminders will help (thanks @Lynn_K!). Your posts will help the Appointments team to prioritize work on this.

We can't share timelines in the Community but as soon as there's an update we'll let everyone in this thread know.

Re: Appointment Text Reminders For Staff

Lynn_K — Tue, 19 Jun 2018 10:19:31 GMT

Thank you. This happened to me yet again this last week. I'm not sure how to go about garnering support for this from other members though.