In your account, you can set up automated appointment confirmations using both email and text messages. This helps ensure your clients are reminded of their appointments while saving you time from having to send reminders manually.
How to set up automated communication
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Business tab
Step 2: Click the Default Settings tab
Step 3: Check the option to send a confirmation email with a new order, if needed
Step 4: Choose when to send a follow-up confirmation email
Step 5: Click "Edit Confirmation Email," if needed
Step 6: Choose when to send a reminder text message
Step 7: Edit the Reminder Text Message Template, if needed
Step 8: Click "Save Changes"
Step-by-step
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Default Settings tab on the left-hand side.
Step 3: If you would like to automatically send a confirmation email with each new order, scroll down to the Automated Communication section and check the box next to "Send a Confirmation Email when a new order is placed." Note: you must be using a Shopping Cart with Google Calendar integration that allows clients to choose the date and time for their appointment.
Step 4: If you would like to send a follow-up confirmation email, click the Follow-up Confirmation Email drop-down menu and choose the timeframe for when the email should be sent.
Step 5: To edit the default Confirmation Email sent to your clients, click the "Edit Confirmation Email" link and make your changes.
Step 6: If you would like to send an appointment reminder text message, click the "Reminder Text Msg" drop-down menu and select the timeframe for when the text should be sent.
Step 7: If needed, you can edit the Reminder Text Message Template that will be sent to your clients.
Step 8: Scroll to the bottom of the page and click "Save Changes."
For any additional questions, our Support team is ready to help you!
Call: (509) 515-3338
Email: Support@HDPhotoHub.com
Or use the chat button in your account for live assistance.