We have dozens of configurable automated email & text messages to engage customers which range from booking notifications, appointment and class reminders, appointment and class confirmations, appointment review requests, rebooking reminders, package and membership purchase notifications, etc. All templates are classified as transactional or marketing. In this article, we will explore both options.
Transactional Automated Messages are those that are sent automatically to clients who have the Transactional Email or Transactional SMS options checked on their client profile. Single opt-in is used for automated transactional SMS. This means that as long as the client's profile has Transactional SMS checked, they will receive transactional messages such as appointment and class confirmations, request reviews, and so on.
Marketing Automated Messages are those that are sent automatically to clients who have the Marketing Email or Marketing SMS options checked on their client profile. Double opt-in is used for automated marketing SMS. When the Client Marketing SMS Opt-In template is activated, when the client is created with the Marketing SMS checkbox checked on their client profile, a text message will be sent asking the client to confirm that they want to receive SMS marketing.
Things to know:
- Clients won't receive any Marketing Automated Message SMS until they reply YES to the confirmation SMS.
- If the client responds with STOP, UNSTOP, or UNSUBSCRIBE to any text message from you, they will be unsubscribed from SMS Marketing. Learn more about Twilio guidelines here.
- If the client’s information is edited, the phone number is changed, or the Marketing SMS checkbox is unchecked at any time, then the confirmation process must be started again.
- Once clients opt in to receive marketing SMS, they will automatically be subscribed to receive transactional SMS
Contents
Transactional Automated Messages
Transactional Automated Messages
Class Notifications
| Templates | Description | Delivery Methods |
Class Booked By Business | - Text - Push Notifications | |
| Class Booked Online By Client | This notification is triggered when a client books a class online | - Text - Push Notifications |
| Class Canceled By Business | This notification is triggered when a staff member cancels an attendee's class booking | - Text - Push Notifications |
| Class Canceled By Client | This notification is triggered when a client cancels their attendance for a class session | - Text - Push Notifications |
| Class Updated By Business | This notification is triggered when an update is made to a class session, such as changes to the class time or date | - Text - Push Notifications |
| Virtual Event Booked By Business | This notification is triggered when a staff member books a virtual event | - Text - Push Notifications |
| Virtual Event Booked Online By Client | This notification is triggered when a client books a virtual event online | - Text - Push Notifications |
Booking Notifications
| Templates | Description | Delivery Methods |
| Appointment Booked By Business | This notification is triggered when a staff member schedules an appointment | - Text - Push Notifications |
| Appointment Cancellation | This notification is triggered when an appointment is cancelled by both the client and the business | - Text - Push Notifications |
| Appointment Cancellation Fee Charged | This notification is triggered when the appointment cancellation fee is charged | - Text - Push Notifications |
Appointment Declined | This notification is triggered when the business declines a pending appointment | - Text - Push Notifications |
Appointment Request | This notification is triggered when a client requests an appointment that requires an approval | - Text - Push Notifications |
| Appointment Rescheduled | This notification is triggered when an appointment has been rescheduled | - Text - Push Notifications |
| Appointment Booked Online By Client | This notification is triggered when a client schedules an appointment online | - Text - Push Notifications |
| Gift Card Received | This notification is sent when a client purchases a gift card online to notify the recipient that a gift card has been purchased for them. | |
| Gift Card Sent | This notification is sent when a client purchases a gift card online to inform them that the gift card has been sent to the recipient. | |
| No Show | - Text - Push Notifications | |
| No Show Fee Charged | This notification is triggered when a client misses an appointment and a fee is charged | - Text - Push Notifications |
| Payment Failed | This notification is triggered when a client's credit card payment fails | |
| Price Change | This notification is triggered when there is a change in the price of a previously booked service | - Text - Push Notifications |
| Reschedule Request | This notification is triggered when a client requests to reschedule a pending appointment | - Text - Push Notifications |
Appointment Confirmations
| Templates | Description | Delivery Methods |
| First Appointment Confirmation | This is the first notification sent to clients to confirm their upcoming appointment | - Text |
| Follow-up Appointment Confirmation | This notification is sent to clients who haven't confirmed their upcoming appointment after receiving the initial appointment confirmation message | - Text |
Class Confirmations
| Templates | Description | Delivery Methods |
| First Class Confirmation | This is the first notification sent to clients to confirm their upcoming class session | - Text |
| Follow-up Class Confirmation | This notification is sent to clients who haven't confirmed their upcoming class session after receiving the initial class session confirmation message | - Text |
Upcoming Appointment Reminder
| Templates | Description | Delivery Methods |
| Appointment Reminder | - Text - Push Notifications | |
| Class Reminder | This notification is sent to clients to remind them about their confirmed upcoming class session | - Text - Push Notifications |
| Pending Appointment Reminder | This notification is sent to clients who have scheduled an appointment, but it has not yet been accepted by the business | - Text - Push Notifications |
| Virtual Event Reminder | This notification is sent to clients to remind them about their confirmed upcoming virtual event | - Text - Push Notifications |
Class Session Review
| Template | Description | Delivery Methods |
| Request Review | This reminder is sent to clients following a class session, encouraging them to leave a review | - Text |
| Review Reminder | This reminder is sent to clients who attended a class session but have not left a review after receiving the initial class review notification | - Text |
Appointment Review
| Template | Description | Delivery Methods |
| Request Review | - Text | |
| Review Reminder | - Text |
Point of Sale
| Template | Description | Delivery Methods |
| Transaction Receipts | This notification is triggered when a client makes a payment or completes a purchase | - Text |
Membership
| Template | Description | Delivery Methods |
| Membership Cancelled | This notification is triggered when a membership is cancelled | - Text |
| Membership Expired | This notification is triggered when a membership has expired | - Text |
| Membership Paused | This notification is triggered when a membership has been paused | - Text |
| Membership Payment Failed | This notification is triggered when a membership payment has failed | - Text |
| Membership Purchase Failed | This notification is triggered when a membership purchase fails | - Text |
| Membership Purchased | This notification is triggered when a membership has been purchased | - Text |
| Membership Suspended | This notification is triggered when a membership has been suspended | - Text |
| Membership Upcoming Expiration | This notification is triggered when a membership is expiring soon | - Text |
Referral Program
| Template | Description | Delivery Methods |
| Referrer Credit Activated | This notification is sent to clients who have referred someone who has completed their first appointment or purchase. | |
| Thank You Referee | This notification is sent to referees when they receive referral credits and includes the qualification criteria. | |
| Thank You Referrer | This notification is sent to referrers when they receive referral credits and includes the qualification criteria. |
Package Expiration Reminder
| Template | Description | Delivery Methods |
| Package Upcoming Expiration | This notification is sent to clients as a reminder that their package contract period is coming to an end. Learn more here. | - Text |
Expiration Reminder
| Template | Description | Delivery Methods |
| Expiration Reminder | This notification is triggered when an expiration date is approaching. See here for more information. | - Text - Push Notifications |
Client Engagement
| Template | Description | Delivery Methods |
| Client Marketing SMS Opt In | This notification is sent to clients to give them the opportunity to opt in to receive marketing SMS messages. | - Text |
Packages
| Template | Description | Delivery Methods |
| Package Expired | This notification is sent when packages have expired. | - Text |
| Package Fully Used | This notification is sent to clients when their package has been fully used | |
| Package Purchased | This notification is sent to clients when they purchase a package |
Marketing Automated Messages
Rebooking Reminders
| Template | Description | Delivery Methods |
| Services | This notification is triggered and sent to clients when it has been a while since they last booked a specific service, offering them the option to schedule an appointment | - Text - Push Notifications |
Sales
| Template | Description | Delivery Methods |
| Event | This notification informs clients about flash sales when your schedule utilization falls below a certain threshold. See here for more information | - Text - Push Notifications |
Client Engagement
| Template | Description | Delivery Methods |
| Anniversary | This notification is sent to clients on their anniversary with the business, thanking them for their continued support | - Text - Push Notifications |
| Birthday | - Text - Push Notifications | |
| Post- Appointment Message | This notification is sent to clients after their first appointment | - Text - Push Notifications |
| Packages | This notification is sent to clients after their second booking, promoting a package for them to purchase | - Text - Push Notifications |
| We Miss You | This notification is sent to clients who haven’t booked with the business in a while | - Text - Push Notifications |
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