Appointment reminders and additional email information are available from the Essential plan.
When do I use this?
Where do the text and the reminder live?
Appointment reminder on the service
The appointment reminder exists only on a service and on a booking option. On the Notifications tab, Reminders comes first. Directly below that is Additional email information. This text appears in the confirmation, in the change email, and in the reminder email. Without a stored time, anny sends no appointment reminder. There is no on/off switch. An empty list means no reminder goes out.Set up notifications and the reminder
1
Open the service or booking option
Open Services in the sidebar and select the service or booking option.The detail page is open.
2
Open Notifications
Switch to the Notifications tab.Reminders sits above Additional email information.
3
Set the time
Add an entry under Default reminders before start of booking or Default reminders before end of booking with Add. Enter the time and choose minutes, hours, or days. A new entry starts at 60 minutes. At least 5 minutes, at most one year.Remove an entry with Delete. An empty list turns that reminder off.The lists show the times anny should use.
4
Write the reminder text
Write the note under Additional email information. You can use headings, lists, bold, italic, underline, and strikethrough. Use the language menu to store the text per language.The note is in the editor, directly under the reminders.
5
Save
Click Save. After that, Saved appears there.At account and resource level you store the same kind of text with Save. There is no appointment reminder there.
Settings
Limitations
- The email layout stays fixed. You only add the text.
- There is no switch for appointment reminders. Without a time, anny sends no reminder.
- Account and resource have only the text, no appointment reminder.
- Customers can opt out of reminders in their profile under Notifications with Reminders. They can also change the time themselves.
- You do not chase open invoices here. Use Send payment reminders under Account settings → Invoicing tab → Automated invoicing. See Payment reminders.
FAQ
Do customers see the notes from all levels at the same time?
Do customers see the notes from all levels at the same time?
Yes. If a text is stored at account, resource, and service level, all three appear in the email. When there is more than one note, each block gets its own heading with the name of that level.
How do I turn the appointment reminder off?
How do I turn the appointment reminder off?
Remove all entries under Default reminders before start of booking and Default reminders before end of booking. There is no separate switch.
Can I customize the email layout?
Can I customize the email layout?
No. The email format is fixed. You store the extra text under Additional email information.
Do the reminders apply to every resource of the service?
Do the reminders apply to every resource of the service?
Yes. The service lives centrally in the account. The reminders apply to bookings of this service, whichever resource is linked.
How is this different from payment reminders?
How is this different from payment reminders?
Appointment reminders go out before a booking starts or ends. Send payment reminders chases open invoices: on the due date, 7 days later, and 14 days later.
Troubleshooting
Customers do not receive an appointment reminder
Customers do not receive an appointment reminder
No time is stored on the service, the plan does not include appointment reminders, or the person turned off Reminders in their profile. Check the Notifications tab, the Essential plan, and the customer’s profile.
Payment reminders go out, but no appointment reminders
Payment reminders go out, but no appointment reminders
Payment reminders come from Account settings → Invoicing tab → Automated invoicing → Send payment reminders. You set the appointment reminder time only on the service or booking option on the Notifications tab.
The note is missing from the reminder email
The note is missing from the reminder email
The text is not stored on any of the three levels, or it was not kept with Save. Add it under Additional email information and save. It appears in the confirmation, the change email, and the reminder.