Help centre Clients & messages

Reminders, confirmations and one-to-one messages

What goes out automatically, what it costs, and how to message a client yourself.

Automatic

  • Booking confirmation by email when a booking is made.
  • Appointment reminder 24 hours before, by text or WhatsApp (and the app sends its own push the day before).
  • Booking moved / cancelled emails when you change something and choose to tell them.
  • Deposit requests, consultation form invites, aftercare, receipts.

Switch each on or off under Marketing → Automations. Texts and WhatsApp messages come out of your monthly allowance (100 a month, plus 25 for each extra person on your plan); emails are unlimited.

One-to-one

Client's record → Overview → Send a message. Email or text, in your words, only to clients who've consented to be contacted.

Campaigns

Marketing sends an email or text to a group of clients — everyone overdue a visit, everyone who had colour in the last three months. Texts need consent; every campaign text carries an opt-out.

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