Post-Appointment Message

The Post-Appointment Message is an automated notification sent to clients once their appointment is marked as completed. This message confirms that their visit is over and includes:

• A link to easily rebook their next appointment
• A link to their invoice, allowing them to view details or take any necessary action

This article will guide you through customizing the post-appointment message template.

Things to know

• The ability to view and customize this template is controlled by the "Accessing Automated Messages" access control setting.
• This notification is sent to the client only in the following cases:
• When the appointment is manually marked as completed from the appointment modal.
• When the account is configured to automatically update appointments as completed upon closing the ticket associated with the assigned appointment.
• By default, the template is configured to send for all services, but you can customize it to send only for specific services.
• For franchise businesses with global marketing enabled, if the “Allow Child Accounts to Edit Global Automated Marketing Templates” hidden setting is enabled:
• Editing the template at the child account level will affect only that child.
• Notifications will reflect service selections at the child level, even if the parent account’s template includes all services.
• The notification will include a link to an invoice only if the appointment is linked to an open or closed ticket.

To customize the post-appointment message templates, simply:

1. Navigate to Marketing > Automated Messages
2. Scroll to the Post-Appointment Message template
3. Hover over the template and select View
4. From here you can edit the following (if your subscription allows)

   • Services: This drop-down menu lets you select the service(s) that will trigger the post-appointment message notification when the appointment is marked as completed.

   • Delivery By: You can specify a fallback delivery method (email, SMS, push notification) when the primary method is unavailable. Learn more here

     • Email: The client must have an email address on file and be opted in to receive transactional emails
     • Text Message: The client must have a mobile number on file and be opted in to receive transactional SMS
     • Push Notification: The client must have the MyTime Guest App installed on their mobile device
     • 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

   • Reply-to name: Name of the business that appears when your clients reply to an auto email. We will use the business name that was added to the business profile page
   • Reply-to-Email: By default, the reply-to email address is set to the location’s email. If no location email is configured, the location owner's email will be used instead. However, if the "Use a specific reply-to email for outbound emails" hidden setting is enabled, the email entered in the Reply-To email for outbound emails field will be used.

   • Subject: A subject is already provided by default; however, you have the ability to edit it to your preference.

   • Add Directions: You can add directions for each of your locations. They will be featured in clients’ appointment-related emails.

   • Service-specific Instructions: You can add instructions for each of your services. They will be featured in clients’ appointment-related emails and SMS. Learn more here

   • Body of the template    

5. Save

For more information, contact us at support@mytime.com or (385) 233-6964.

Related Articles:

• Appointment Statuses
• Customizing Automated Messages
• Global Automated Messages
• Service Specific Instructions For Email & SMS Templates