Prepare booking reminders

Switched off until an operator turns it on

Write a reminder for the bookings you selected, check who it would reach, and queue it now or before each booking.

Where to find it

Calls › Calendar › Send reminder

Open this screen

Steps

  1. Open 📞 Calls › Calendar, click a day and tick the bookings (or press “Select all”).
  2. Press “Send reminder”.
  3. Pick a saved wording under “Template” if you have one, or edit the “Message”. {name}, {service}, {date} and {time} are filled in for each booking.
  4. Check the preview: how many people will be messaged, how many message segments, and who has no phone number.
  5. Press “Send now” to queue it at once, or type offsets such as 24h,2h under “Or send automatically, before the booking” and press “Schedule reminders”.

Settings on this screen

SettingWhat it doesDefault
TemplateSaved wordings you can start from.—
MessageThe reminder text with merge fields.Hi {name}, this is a reminder about your {service} on {date} at {time}. Reply if anything changes.
Or send automatically, before the bookingOffsets before the start time, such as 24h, 90m or 2d, separated by commas.24h,2h
{confirm}, {reschedule}, {cancel}Put these in the message to give the customer a link to confirm, move or cancel the booking themselves.—
Save this wording as… / Save templateSaves the message as a template (admins and managers).—

Troubleshooting

The preview warns that nothing fills a field.

A field name in braces is unknown and would be sent as written. Fix its spelling or remove it.

It says some bookings have no phone number.

Those bookings are skipped. Add a phone number with “Edit”.

It says some reminders are already in the past.

An offset that falls before now is not queued for that booking.

It says “No public URL is set, so the links in reminders point nowhere. Set it in Telephony & AI.”

The confirm, move and cancel links need the service’s public address, which your platform operator sets.

Tips

  • “24h,2h” means one reminder the day before and one two hours before.

Good to know

  • Reminders go out by SMS, which is off until an operator turns it on. Until then they are queued and recorded against the booking, but nothing is marked sent.

Related how-tos

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