Messages to clients

Which texts and emails do my clients get, and when?

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 1. Click Settings in the top bar, then Confirmations (under Booking). The page is called Confirmations & reminders. 2. For each message, choose Text, Email or Both under Send by. 3. 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.

How do I change what my messages say, and send myself a test?

How do I change what my messages say, and send myself a test? In Settings › Confirmations, click Edit wording next to a message, make your changes, and click Save wording. Click Send a test to see it in your own inbox first. Edit a message 1. Go to Settings › Confirmations. 2. Click Edit wording next to the message. A panel opens on the right. 3. Choose Text message or Email at the top. For Moved or canceled, also choose Canceled or Moved, since each has its own wording. 4. Edit the text. For email, there's a Subject and a Message. 5. Check the Preview, which is filled in with a sample client. 6. Click Save wording. You'll see "Saved. New messages use this wording." Your wording is saved for the whole studio. The message shows an Edited tag in the list. Fill-ins Click a chip under Insert to add it where your cursor is. Happli fills it in for each client. - {first name}: the client's first name - {service}: what they booked - {date} and {time}: when the appointment is - {stylist}: who it's with - {studio}: your studio name Some messages have extras: {old date} and {old time} for Moved, and {rebook line} for Canceled ("Call us at … to rebook." when your location has a phone). Time to come back has no date or time, because it's about their last visit. Keep texts short Under a text you'll see a count, like "142 characters · 1 text". Longer messages send as more than one text. A special character such as — or ’ makes each text hold only 70 characters. Send yourself a test 1. In the same panel, click Send a test. 2. Check your email for the test. It's marked as a test. Test texts aren't available yet, so a test of the text wording is emailed to you instead. Go back to the original Click Use Happli's wording, then Save wording. Tips - Read it out loud. If it sounds like you'd say it at the front desk, it's good. - Keep {time} and {date} in reminders so clients don't have to look it up. Related articles - Which texts and emails do my clients get, and when? - How do I get my studio ready to take online bookings? Still stuck? Chat with us using the chat bubble in the corner.