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Manual contents

Communicating with clients

Messages with clients, automatic appointment reminders and notifications, and SMS notifications for clients who don't have the app.

This chapter covers everything Appointa sends and receives on your behalf. In Messages you hold conversations with clients, one conversation per client. Reminders the day before an appointment and notifications about a confirmed, cancelled or rescheduled appointment go out on their own. If you want clients without the app to get these notifications on their phone, you turn on SMS notifications.

The chapter is for owners and managers, who choose the channels and buy SMS credits, and for staff who reply to clients every day. One basic rule applies everywhere: a client with the Appointa app gets free push notifications. A client without the app gets email, and SMS only if you turn it on.

  1. 01MessagesHow to follow conversations with clients in Messages, reply, read delivery statuses and mute a conversation, and who can message a client.
  2. 02Reminders and notificationsWhich notifications Appointa sends to clients and your team on its own (confirmations, day-before reminders, cancellations, reschedules, waitlist) and how.
  3. 03SMS notificationsHow to turn on SMS notifications for clients without the app, buy prepaid credits, track usage and turn off SMS for an individual client.