Adding Service Details in Client Reminders

Client reminders can include details like the service name, provider, price, and other appointment information using personalization fields. This keeps clients informed and reduces those “Wait, what was this for again?” moments.

Client reminders in Appointible can be sent as email or SMS (text) messages. Both types support personalization fields.

Opening Client Reminders

To access client reminder settings:

1. Sign in to Appointible with a web browser.
2. Click Settings in the left menu.
3. Under Client notifications, click Email reminders or SMS reminders.

Creating or editing a rule

On the Email reminders or SMS reminders page:

• Click New rule to create a new client reminder, or
• Click the pencil icon next to an existing rule to edit it.

Using personalization fields

Client reminders support personalization fields for:

• Appointment details (for example: service name, appointment total amount, appointment date and time, service provider).
• Client details (for example: first name, last name, phone, email).
• Client custom fields (for example: membership ID, preferences, notes).

Client custom fields can be created and managed as described in Extending clients with fields. Once set up, these fields can be used inside client reminder messages.

Adding service name, price, and other details

In the rule editor for a client reminder (email or SMS):

1. Turn on the Is email reminder enabled? or Is SMS reminder enabled? switch so the reminder is active.
2. In the message box, write the reminder text.
3. Click the Personalize dropdown.
4. Select the fields to insert, for example:

• Appointment Service Name – adds the booked service name.
• Appointment Total Amount – adds the total price of the appointment.
• Appointment Date and Appointment Time – add when the appointment will take place.
• Appointment Service Provider – adds the service provider name.
• Any available client custom field – adds extra details such as membership number or preferences.

1. Place the cursor where the detail should appear, then click the field in the dropdown to insert the placeholder.
2. Click Save to store the rule.

A simple example client reminder message can look like:

Dear {{client.first_name}}, this is a reminder of the {{appointment.service_name}} visit on {{appointment.date}} at {{appointment.time}} with {{appointment.staff_name}}.

The preview on the right side of the screen shows how the message will look with real data filled in. It is a good idea to double-check that the text is clear and that the most important details are near the start of the message, especially for SMS where space is limited.