Sending automatic reminders to customers

Now you can send automated reminders to customers up to 48 hours before a scheduled appointment. There are a few requirements to enable this feature, but the setup is quite simple.

Settings

Go to Settings > Messaging templates...

Once there, choose Customer Reminder from the tab menu at the top. These are all the options you have:

• To enable customer notifications, check the box next to “Send an automatic email reminder to the customer before each scheduled job and opportunity”,
  
  
• select a reminder interval for the customer notification up to 48 hrs prior to the event,
  
  
• enable an arrival window on the notification to the customer, and
  
  
• select the time of the arrival window from 1 hr up to 8 hrs.

You can also set a custom reply-to email address, and If needed, you can append a custom message to the end of each reminder.

When Reminders are Sent

There are a few things to be aware of in regards to customer reminders.

• A reminder is only sent for the first scheduled work event on a Job or the first scheduled Estimate event on an Opportunity.

• In the example case, the reminder email is sent 48 hours before the start time (if the event starts at 6:00 am, we’ll send the reminder at 6:00 am two days before).

• A contact must have an email address for the reminder to be sent.

Sample Reminder Email