WIth AppointmentCore, you’re able to automatically send your customers confirmation emails when they schedule an appointment. You can also create automated email and text reminders, so that your customers show up prepared and on time. This is done in the third step of the Booking Link setup, under “Trigger Automation.”
How to create and send customized confirmation and reminder emails
To create personalized confirmation emails to send to your customers when they schedule with you, or send your customers reminder emails to reduce no-shows, click on “Create New TIMER event in the 3rd step of the Booking Link setup.
Under Type of Event, choose “Send email” and then choose whether you would like the email to go to your customer, or whether you would like the email to be sent to you. If you’d like emails to be sent to both you and your customer, you can create two separate email reminders. Then, choose when you would like the email to be sent. You can choose any combination of days, hours, or minutes before the scheduled event, as an email reminder, after the scheduled event, as a followup email, or after the person schedules, to send them a confirmation email after booking.
Enter the subject of your email, and then customize your message in the space below. To insert particular details about the appointment, such as date, time, the customer’s name, and any instructions, you can choose from the preset Merge Fields below, and add them to the email. When a customer schedules with you, the merge field will reflect the details of the booked appointment. If you’d like to test your email, you can view the preview button at the top right, or use the “Test” feature to send a sample email.
How to create and send automated text message reminders
To create personalized text messages to send to you and your customers, so that a reminder comes straight to their phone, first select “Mobile Phone” as a required field under the Gather Information step of the Booking Link Setup. This will ask your customers for their mobile phone number when booking, so that text messages can be sent out. If you use our Infusionsoft integration, this number will also be added to the customer’s contact record. Note that text messaging must be enabled by an account Admin in the Extensions tab of the Account Settings menu.
Under Type of Event, choose Send text message, and then choose whether you’d like to send the text to you or your customer. If you’d like to send both a text to you AND your customer, you can create two separate text reminders. choose when you would like to have the text message sent out BEFORE the event, AFTER the event, or some time after the person SCHEDULES, and then customize your text using the window below. To insert particular details about the appointment, such as date, time, the customer’s name, and any instructions, you can choose from the preset Merge Fields below, and add them to the text message. When a customer schedules with you, the merge field text will reflect the details of the booked appointment.
How to use Infusionsoft Advanced API calls
Coming soon! If you need additional information on this feature, please email Support at email@example.com.