Confirmations, reminders and follow-ups | AIssie

Confirmations, reminders and follow-upsWhat your customer gets, when, and how to word it yourself.Every booking sends a confirmation, and you can add reminders before the appointment and a follow-up after it. They all use one branded email design — your logo, your colours — with the wording yours to write.How to do it

Open Quote & Booking Settings › Email Templates.

Write each message. The preview beside it shows exactly what will be sent.

Use the placeholder chips to drop in the customer’s name, the date, the service and so on. Anything you type by hand that is not one of the chips is left out rather than shown to the customer as it is written.

Set your reminder timing under Follow-up Messages.

Follow-up Messages also has a quote chaser — for when a price was shared and nothing was booked — which can go by text, email or an outbound call.Every text message you send this way carries an opt-out instruction, and a customer who replies STOP is honoured immediately and permanently.Where this is in your dashboard

Open Quote & Booking Settings

Open Leads

Frequently asked questionsCan the emails come from my address?The reply-to address and the from-name are yours to set under Quote & Booking Settings, so a customer replying reaches you.I do not want any of it.Each message can be switched off on its own.Related

bookings overview

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