How to configure reminders, notifications, customer feedback and activity daily summaries
In the Following section you will learn how to create Notifications for your customers, such as texts or emails prior to appointments, customer feedbacks and daily reminder activities. Here are the tools you will need to do so.
- In order to configure reminders and notifications, go to your Dashboard
- Click on Settings
- Following settings click on Notifications.
Let's start with Reminders: emails and/or text messages sent to remind of an upcoming appointment.
You can chose up to two different reminders for each appointment, from the moment the person books to a moment prior to the appointment. Choose from 5 minutes to 3 days prior, or choose the day of the appointment, or the evening before.
Choose if you want to send reminder by email and/or by text message.
You can also send this reminder to your staff member.
Note: Please note that the reminder in the evening is sent at 6:00pm, and at 8:00 am the morning of the appointment.
To do so, check the "email" and/or "Text Message" box aligned with the trigger described in the page.
Notifications to the business
There are notifications to the manager ("you") and to the staff:
*Manager notifications are sent to the email address set in the company section, unless you set a different one in the "company contact" section further down in this page.
Notifications to the client
There are notifications to the manager ("you") and to the client:
Please note that the reply-to email address for both notifications and reminders sent to the client can either be:
- A no-reply email address (defined in your Account parameters for white-labeled customers) ;
- The staff email address, so that the client can reply a notification email to reach out to the assigned staff directly.
The platform allow you to automatically send a feedback form to your clients at the end of their appointment. You will see the results in the reports page (see Customer Feedback). To do so, simply check the corresponding box. (see box below)
The platform allows you send a daily summary of the appointments to the company manager and the staff members (if your company was set with services). To do so, simply check the corresponding box (see box below) and select the time you want those emails to be sent, either the same day or the day before:
As the manager, if you wish to receive the notifications at a specific mobile phone number or an email address (not the Agendize Account one), you can fill out the information here: (see box below). Please note that the Manager email address field can be a list of addresses separated with a coma.