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Client Instructions

Details on how to create and manage client instructions.

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Written by Training BLVD
Updated over a year ago

Client Instructions

The term Client Instructions applies to a customized message, per location, which is seen by clients in:

  • The self-booking overlay after a successful booking

  • Confirmation emails sent immediately after the booking

  • Reminder emails sent prior to the appointment

  • Appointment details page from booking confirmation and reminder emails

The Client Instructions section is found at the location level under Manage > Client Notifications. At this time, only plain text is allowed in this field. Client Instructions are live in real time and can be changed as often as desired.

Manage Client Instructions

  1. Navigate to Manage > Client Notifications

  2. Click Create or Edit Client Instructions

  3. Add text and click Save when complete.

Client instructions are intended to provide helpful information regarding your clients' appointments. These instructions appear in confirmation emails, reminder emails, and the client's appointment details page.

Example Client Instructions

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