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You can manually send emails and SMS to customers requesting they confirm their upcoming reservations. Your customer can then click a link in the email or SMS to confirm or cancel their reservation. You can edit the email template from Left-hand Navigation: Admin » System Email. For more information about editing this template, see our article on System Email. The SMS template can be edited from Left-hand Navigation: Admin » System SMS, for more information please see our article on System SMS.
Reservations that have not yet been confirmed by customers (or by your business, on behalf of your customer) will appear in your Dashboard's Unconfirmed section 7 days prior to the reservation's start date. Optionally, you can click the down arrow and "Set # of days into the future" to a longer range.
You can see "Last Sent:..." which indicates the last time the customer was emailed or sent an SMS about that reservation, regardless of what type of email or SMS was sent about the reservation.
Send Reservation Confirmation Requests
To send the confirmation request, there are two locations you can do this from:
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From the Dashboard: From the Unconfirmed tab, click the paper airplane icon on the reservation line. Click the Email or SMS button to immediately send an email to the customer.
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From the Reservation Details Page: From the Reservation Details page, you can only trigger the email option. Click the envelope icon at the top of the reservation header. Click "Send Confirmation Request Email" to send the email.
Related Resources
- SMS Topic Outline
- Owner Communications Tab Topic Outline
- Close Invoices Topic Outline
- Remove Specialist Schedules How-To
- Customer Portal 2.0 Topic Outline
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