You can add messages to the Confirmation emails customers receive and the Confirmation screens see when they schedule appointments with your business. These messages allow you to give clients general or detailed information they will need to have before their appointments, and also add a personal touch to confirmations. There are two types of Confirmation Messages: General and Service-Specific.
General Confirmation Messages are included in ALL confirmation emails and on all confirmation screens, regardless of the service booked on the appointment. General confirmation messages can be used to give details about parking, alert customers of general policies and/or thank them for scheduling. These can be set up under Settings > Confirmation Messages.
General confirmation messages are also included in all confirmation emails.
Service-Specific Confirmation Messages will be included in confirmation emails and on confirmation screens for appointments that involve a particular service. These can be used to give details about preparing to have a given service performed, policies specific to that service, or any other details customers need to have in relation to a particular service. These are set up on in the “Confirmation Message” section for each service: Settings > Services > [Service Name] > Confirmation Message.
Service-specific confirmation messages do not replace General confirmation messages; they are added to confirmation emails and screens after those general messages, as displayed below.
You can also attach files to your Confirmation emails and screens, which customers can then download from either location. Only PDF files can be uploaded and attached to confirmations at this time. As with Confirmation Messages, you also have the ability to add one General attachment (per account) and one Service-Specific attachment (per service).
The General Confirmation Attachment is downloadable from all confirmation screens and attached to all confirmation emails, regardless of the service on the appointment. This can be a form you’d like all clients to fill out, a waiver they must sign, detailed instructions or directions, or another document you’d like all your customers to receive after booking an appointment. General attachments can be uploaded under Settings > Confirmation Attachments.
Service-Specific Confirmation Attachments are displayed on confirmation screens and attached to confirmation emails only when the specific services to which they’re attached are booked. You may attach one PDF file to each service. Service-specific attachments come in handy when you need them to fill out different forms for different types of appointments (e.g. a “new client intake form” for a “New Client” service, or a waiver accepting the risks of a particular service, etc.). These are added in the Services section, under the “Confirmation Attachment” tab of each individual service (Settings > Services > [Service Name] > Confirmation Attachment).
Your customers will be able to view and/or download the PDF attachment(s) from the confirmation screens they see at the end of the booking process.
They can also view and download those files right from their confirmation emails.
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