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Create and Manage Message Templates

Learn how message templates allow you to automatically send confirmations, reminders, and follow-up messages for your appointments.

Quick Answer

Message templates allow you to automatically send SMS messages for appointments.

Each template defines:

Once a template is set up, you simply activate the reminder and the system automatically schedules all messages.

How Message Templates Work

Message templates let you pre-program how messages are sent to your customers.

With a template, you can configure:

You can use any combination of these message types depending on your needs.

Message timing is based on the start and end times of the appointment in your calendar.

Message Types in a Template

Confirmation Messages

Confirmation messages are sent when you activate a reminder.

You can configure them to send:

If you change the date or time of an appointment, a new confirmation message will automatically be sent to notify the customer.

Reminder Messages

Reminder messages are sent before the appointment start time.

For example:

Reminder timing is calculated using the start time of the appointment in your calendar.

Note: All-day appointments are assumed to start at midnight.

Follow-Up Messages

Follow-up messages are sent after the appointment ends.

This timing is based on the end time of the appointment in your calendar.

For example:

Follow-ups are often used for:

Example Template

Here is an example of a template using all three message types.

When you activate the reminder, the recipient will automatically receive:

  1. A confirmation message immediately after activation
  2. A reminder message 1 hour before the appointment
  3. A follow-up message 24 hours after the appointment ends

Creating Multiple Templates

You can create multiple templates to suit different types of appointments.

Each template can include:

For example, you could create templates for:

You can also create templates that only send reminders, without confirmations or follow-ups.

How Templates Are Applied

Templates can be used in several ways:

Default Template

You can set a template as the default for all appointments.

Calendar-Based Templates

You can link templates to specific Google Calendars, allowing different calendars to use different default templates.

Per-Appointment Templates

You can manually change the template for individual appointments.

Custom Messages

You can customize the message for a specific appointment without using a template.

Once configured, message templates help automate communication with your customers while keeping your reminders consistent and organized.

Frequently Asked Questions

How many reminders should I send before an appointment?

Most businesses see the best results with one reminder 24 hours before the appointment and a second reminder on the same day.

Do SMS reminders reduce no-shows?

Yes. SMS reminders are one of the most effective ways to reduce no-shows because text messages are seen quickly and are harder to overlook than email.

What is the best time to send appointment reminders?

A common best practice is to send one reminder 24 hours before the appointment and another 2 to 3 hours before the scheduled time.

Should I use SMS or email reminders?

SMS is generally more effective for appointment reminders because it is immediate, visible, and more likely to be opened quickly.

What should an appointment reminder include?

A good appointment reminder should include the client’s name, appointment date, appointment time, location or meeting link, and a simple way to confirm or reschedule.

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