Which texts and emails do my clients get, and when?
Happli sends up to six automatic messages, and you choose which ones are on in Settings › Confirmations. Each one can go by text, email or both.
The six messages
| Message | When it goes out |
|---|---|
| Booking confirmed | As soon as an appointment is booked. |
| Reminder, the day before | 24 hours ahead. Texts wait for quiet hours. |
| Reminder, two hours ahead | A last-minute heads-up. Texts wait for quiet hours. |
| Moved or canceled | When an appointment is moved or canceled. Sends right away, even during quiet hours. |
| Thank you, after the visit | Two hours after the visit is marked complete. Texts wait for quiet hours. |
| Time to come back | When it's been a set number of days since their last visit and nothing's booked. |
Turn messages on or off
- Click Settings in the top bar, then Confirmations (under Booking). The page is called Confirmations & reminders.
- For each message, choose Text, Email or Both under Send by.
- Flip the switch under On.
Every change saves by itself. You'll see "Saved" at the top. For Time to come back, set how many days after the last visit it sends. We recommend 28.
Who gets them
Under Send for, choose Staff-booked (booked by you on the Calendar), Online-booked (booked on your booking page), or both. This applies to every message on the page.
Quiet hours
Reminder texts pause overnight, in each location's time zone. Set Quiet from and until. Emails and booking confirmations always send right away.
Who the messages come from
- Texts and emails use your studio name.
- Emails show as "Your Studio via Happli" and end with your studio's name, phone and address. Add a phone and address in Settings › Locations so clients can reach you.
Imported bookings
If we imported appointments from your old system, you'll see Send reminders for imported bookings. It's off at first, so clients aren't texted twice while your old system is still sending. Turn it on and pick a Starting date once your old system's reminders are off. Imported clients only get texts if you confirmed their texting permission at import. Otherwise they get email.
Tips
- Want to change what a message says? See How do I change what my messages say, and send myself a test?
- Need something extra, like aftercare the next day? Use + Add a message at the bottom of the list.
Related articles
- How do I change what my messages say, and send myself a test?
- How do I book, move or cancel an appointment?
- Can you bring over my clients and appointments from my old booking system?
Still stuck? Chat with us using the chat bubble in the corner.