In this article, we will walk through the steps on how to configure service-specific instructions for appointment-related automated messages.
Things to know:
- Service-specific instructions are configured independently for both email and SMS templates
- You can add instructions for each service you provide, which will automatically be included in appointment-related emails and text messages.
- The ability to position service instructions anywhere within the email or SMS template is managed by a hidden setting. To enable this setting, please contact MyTime Support at support@mytime.com.
- For franchise businesses offering global services, service-specific instructions set at the child level will only apply to that specific child account.
- If you attempt to leave the modal without saving your changes, a pop-up will appear with the message, "You have unsaved changes. Are you sure you want to leave?" This feature helps ensure that your work is secure.
- The option to include different service-specific instructions for each automated message template is controlled by a hidden setting that can only be activated by the MyTime team. To enable this setting, please reach out to our Support Team at support@mytime.com.
- You can add service-specific instructions to all automated message templates, with the exception of the following:
- Expiration Reminder Automated Message Templates
- Review Request Automated Message Templates
- Review Reminder Automated Message Templates
- Class Notifications Automated Message Templates
- You can apply a service-specific instruction to individual services, all service categories, or selected categories.
- After adding service-specific instructions to automated message email templates, you can preview these templates to view the instructions for all service categories or select categories. Additionally, you can choose specific services within a category to preview.
- The "Apply Changes to All Campaigns" setting allows you to add or remove service-specific instructions on a template. Once the checkbox is selected, the update will automatically apply to all templates that support these instructions. This feature is managed by a hidden setting enabled by default. For assistance, please contact our Support Team at support@mytime.com.
- Services will be displayed in the service-specific instruction modal based on their order in the Services menu under Business Setup
Configuring Service-Specific Instructions for Email Templates
- Navigate to Marketing > Automated Messages
- Hover over the desired template and select "View"
- Click on the email tab
- Select the "+ Service-specific Instructions" hyperlink
- The Service-Specific Instructions modal will appear here. You can add instructions to individual services, selected service categories, or all service categories. You also have the option to include photos and apply links. Additionally, these instructions can be applied to all automated message campaigns that use the service-specific instruction feature.
- Once you have finished adding the instructions for the selected service(s), click "Done" and then click "Save" at the bottom of the modal.
- The template will be updated to indicate that instructions have been added for the selected service(s)
- Once the hidden setting is enabled, you can move the service instructions from their default location below the appointment details on the template and place them anywhere on the template by clicking the Service Instructions icon. If the hidden setting is not enabled and you click the icon to add service instructions, they will appear twice in the email: once in the default location below the appointment details and again in the location where the icon was used.
- Once you are satisfied with your changes, click "Save"
Once a client books an appointment, any appointment-related notifications they receive will include the service-specific instructions that were added.
Configuring Service-Specific Instructions for SMS Templates
- Navigate to Marketing > Automated Messages
- Hover over the desired template and select "View"
- Click on the text message tab
- Select the "+ Service-specific Instructions" hyperlink
- The Service-Specific Instructions modal will appear here. You can add instructions to individual services, selected service categories, or all service categories. You also have the option to include photos and apply links. Additionally, these instructions can be applied to all automated message campaigns that use the service-specific instruction feature.
- Once you have finished adding the instructions for the selected service(s), click "Done" and then click "Save" at the bottom of the modal
- Once the hidden setting is enabled, you have the option to insert service-specific instructions anywhere on the template by clicking the Service Instructions icon. If the icon is not selected, the instructions will appear in the default location below the appointment details.
- Click on "Preview" to view the added instructions and see how the SMS will appear on both desktop and mobile devices
- Don't forget to save the template
Once a client books an appointment, any appointment-related notifications they receive will include the service-specific instructions that were added.
For more information, contact us at support@mytime.com or (385) 233-6964.