How to Customize Automated Messages

In this article, you will learn how to set up and maintain your automated messages.

To get started navigate to Settings > Automated Messages:

From here you will be able to add, remove, and adjust each individual message.

Please note:
Cancellations policies should be added and adjusted separately by navigating to Calendar & Appointments > Cancellations. Once added here, the policy will appear in all notifications.

Customizing

To begin adding additional text to your messages, open the message details by selecting the gear icon and then "Customize":

From here you will be able to add your custom text. Think COVID-19 protocols, appointment preparations, directions to your business, etc:

Previewing

While making edits in message details, you can preview what is being sent out to your clients:

Feel free to send yourself an example by selecting "Send example" and entering your own phone number or email address. Also, previewing works in tandem with customization, so you are able to toggle back and forth while making edits!

Adding or deleting automated messages

To add a message select "Add message", then select the message type you'd like to add:

To delete a message select "...", then "Delete", and then choose whether to confirm:

Editing timing and moving messages

The layout of our customized automated messages reads like a timeline.

There are two ways to adjust the timing of a message:

  • Editing the timeline "bar"

  • Or moving the individual message.

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