Configure Rebooking Reminders

Rebooking reminders are a valuable tool for businesses looking to enhance client retention and streamline the appointment scheduling process. By leveraging automated marketing messages, businesses can ensure that clients are prompted to schedule their next appointments conveniently. In this article, we'll explore the steps to customize rebooking reminders

Things to know:

• The ability to configure rebooking reminders is governed by the "Accessing Automated Messages" access control setting.
• You can alter and personalize the content of your rebooking reminder templates if you subscribe to Growth, Premium, Enterprise, or Automated Email + SMS Marketing plans
• For businesses not subscribed to the above plans, you will not be able to edit the templates, but you may still access your messages, change the reply-to and subject lines, and enable or disable automated messages.
• In MyTime, all months are standardized to 30 days, regardless of the actual number of days in the calendar month. For example, if you set a rebooking reminder for 1 month after an appointment, MyTime treats this as exactly 30 days later. This standardization prevents inconsistencies caused by months with 28, 29, or 31 days.
• If your rebooking reminders are configured to be delivered by SMS, clients will only receive these reminders if they have opted into marketing SMS. For more details on SMS opt-in, learn here
• The rebooking reminder templates are automatically created and assigned to each active service category listed in your service menu. If service categories are marked as "Online Booking Disabled", a rebooking reminder will not be available for services under that category.

Customizing Rebooking Reminders

1. Navigate to Marketing > Automated Messages
2. Click the Marketing tab
3. Here you will see your rebooking reminder templates. Hover over the desired template to expose the option to View/Activate
   • View - Click "View" to access the template and customize it
   • Activate - Click on "Activate" to enable the template to be sent to your clients
4. On the template, you can customize the following: 
   • Service Frequency - This allows you to configure the timeframe in which this reminder should be sent if the client does not book this service category
   • Delivery By - You can specify a fallback delivery method (email, SMS, push notification) when the primary method is unavailable.
     • Use if available: This is the primary method that will be attempted first
     • Use if other methods not available: This method will be attempted if the primary option is unavailable (because contact information is not on file or the user opted out)
     • Never Use: This method will not be used, even if none of the other options are available
     • Delivery methods configured before February 3, 2025 (when fallback delivery methods were introduced) will have the following default selections:
     • For enabled delivery methods, the 'Use if available' option will be selected.
     • For disabled delivery methods, the 'Use if others are not available' option will be selected.
     • Email - The client must have an email address on file and be opted in to receive marketing emails
     • Text Message - The client must have a mobile number on file and be opted in to receive marketing SMS. Double opt-in is also required for marketing SMS
     • Push Notification - The client must have the MyTime Guest App installed on their mobile device
   • Reply-to Name - This is the name that appears when clients reply to an automated email. By default, it is pulled from the business name set on the Business Profile page.
   • Reply-to-Email - By default, this is set to the location's email address.
     • If no email is configured for the location, the system will use the location owner's email instead.
     • If the hidden setting "Use a specific reply-to email for outbound emails" is enabled, the system will use the email address entered in the "Reply-To Email for Outbound Emails" field.
   • Subject - The subject line of the email as it will appear in the client’s inbox.

To edit the body of the template:

1. Hover over the highlighted section
2. Click on the edit icon  
3. You can choose various options from the editor to design your template. Hover over each icon for a description. Advanced users can insert HTML or emojis to make their emails more visually appealing
4. When you are finished editing the template, click Save 

For more information contact us at support@mytime.com.    

Related Articles:

• Customizing Automated Messages
• Transactional vs Marketing Automated Messages
• Automated Drip Campaign For Rebooking Reminders
• Configure Pre-Appointment/Pre-Class Reminder Notifications
• Automated Messages for Leads