Reminders and confirmations

Keep customers informed with confirmations and timely reminders before they visit.

3 min readUpdated

Good communication is what makes customers turn up and come back. Youzse keeps them informed at every stage, automatically.

Confirmations

When a booking is made, the customer is told. Online bookings arrive as pending and the customer gets their confirmation the moment you accept it. Bookings you take yourself while signed in are confirmed straight away. If anything changes, reschedules and cancellations send their own notices too.

Reminders

Reminders nudge customers before their appointment so fewer slots are wasted. You decide the timing in your reminder schedule, for example a set number of hours or days before the booking. You can run more than one reminder, such as a gentle note a few days ahead and a final one the day before.

Which channels are used

Youzse can reach customers by email, push notification, SMS and WhatsApp. To keep things simple and avoid surprise costs, email and push are on by default. SMS and WhatsApp stay switched off until you turn them on, so you choose when to use them.

Setting it up

  1. 1Go to Marketing, then Automations.
Marketing, then Automations, then Workflows, with customer messages, team alerts and sequences and a channel on each row.
Marketing, then Automations, then Workflows, with customer messages, team alerts and sequences and a channel on each row.
  1. 2Set the timing for appointment reminders, adding more than one if you like.
When a reminder goes out. The timing sits on the same notification row.
When a reminder goes out. The timing sits on the same notification row.
  1. 3Tick SMS or WhatsApp for the reminders if you want those channels as well. They need switching on first under Settings, then Communications & Email Delivery, then Text and WhatsApp and some prepaid credit under Settings, then Messaging Credit.
Settings, then Messaging Credit. Enter an amount under Top up, then Top up now.
Settings, then Messaging Credit. Enter an amount under Top up, then Top up now.
Settings, then Communications & Email Delivery, then Text and WhatsApp. Switch SMS and WhatsApp on and set a monthly spend cap.
Settings, then Communications & Email Delivery, then Text and WhatsApp. Switch SMS and WhatsApp on and set a monthly spend cap.
  1. 4Save. Your reminders apply to upcoming bookings.

A timely reminder is one of the simplest ways to cut no-shows and show customers you are on top of things.

Marketing, then Automations. This grid is where confirmations and reminders are switched on and when they send.
Marketing, then Automations. This grid is where confirmations and reminders are switched on and when they send.

Common questions

When should a reminder go out?

Twenty-four hours ahead suits most businesses, because it gives somebody time to rearrange their day.

Do reminders cost anything?

Email and push are free. Text and WhatsApp messages carry a per-message cost.

Can I change the wording?

Yes, under Marketing, then Automations, then Email Templates.

Marketing, then Automations, then Email Templates. The wording of confirmations, reminders and receipts.
Marketing, then Automations, then Email Templates. The wording of confirmations, reminders and receipts.

Topics

RemindersConfirmationsNotifications

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