Service Specific Instructions For Email & SMS Templates

Modified on Thu, 31 Jul at 1:13 PM

In this article, we will walk through the steps on how to configure service-specific instructions for automated messages.

Things to know:

The ability to configure service-specific instructions for email and SMS templates is governed by the "Accessing Automated Messages" access control setting.
For franchise businesses with the "Marketing Campaigns on Parent Account" hidden setting and/or global database for marketing enabled at the parent account level:
Global Services: Service-specific instructions can be added at both the parent and child levels.
Parent-Level Instructions: Instructions added at the parent level will automatically apply to all child accounts.
Child-Level Customization: Child accounts can edit and customize these instructions as needed.
Pre-Existing Child-Level Instructions: If instructions were previously added at the child level for a global service, adding instructions at the parent level will not override or affect them.
For franchise businesses offering global services but don't have global marketing enabled, service-specific instructions set at the child level will only apply to that specific child account.
Common service instructions can be added to apply to all services within a specific category or to selected services within that category. For example, an instruction to wash your hair before visiting the salon can be assigned to the Haircut category, eliminating the need to add the instruction to each Haircut service individually.
When setting up service instructions, all service categories will appear in the dropdown menu, even if they don’t have any service variations configured.
Services are listed in the modal according to their arrangement in the Services Menu.
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 cannot create multiple service-specific instructions for the same service. If you attempt to do so, the system will display the following error: 'A service instruction for this service already exists. Duplication is not allowed.'
By default, the same service-specific instructions are shown on all automated message templates. The ability to add unique service-specific instructions to each template is controlled by a hidden setting, which can only be enabled by the MyTime team. To enable this feature, please contact our Support Team at support@mytime.com.
Once service-specific instructions are added to automated message email templates, you can preview them in two ways:
View instructions for all service categories.
Preview instructions for specific services within a selected category.
Once the "Apply Changes to All Campaigns" 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.
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.

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
When the Service-Specific Instructions modal appears, click + Add Another Rule.
Then, select the desired service category and service variation
Add your instructions—you have the option to include photos and add links. Additionally, these instructions can be applied to all automated message templates that use the service-specific instruction feature.
Once you have finished adding the instructions for the selected service(s), click "Save" at the bottom of the modal.
To add instructions to the template, click on the service instruction icon and insert the instructions wherever you want within the template.
Once you are satisfied with your changes, click "Save"

After a client books an appointment, any appointment-related notifications they receive will automatically include the associated service-specific instructions.

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
When the Service-Specific Instructions modal appears, click + Add Another Rule.
Add your instructions—you have the option to include photos and add links. Additionally, these instructions can be applied to all automated message templates that use the service-specific instruction feature.
Once you have finished adding the instructions for the selected service(s), click "Save" at the bottom of the modal.
To add instructions to the template, click on the service instruction icon and insert the instructions wherever you want within the template.
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.

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