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Appointment Booking Confirmations
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Written by Training BLVD
Updated over 4 months ago

Appointment Booking Confirmations

As soon as an appointment is booked (either by a client online, or by your business), the client receives a booking confirmation email, and if enabled, a booking confirmation text. The booking confirmation email includes appointment details and client instructions. The booking confirmation text includes the client's name, location name, appointment date, and time.

Booking Confirmation Email

Sent immediately after the appointment is booked by the client or by the business, the booking confirmation email contains:

  • Appointment details and the custom message from the “Client Instructions’ field.

  • A“Manage Appointment” button through which clients can access their appointment details page, where they can cancel or reschedule their appointment according to your cancellation policy.

  • If applicable, a "Complete Forms" button appears at the top, and '[Action Needed]' appears in the subject line.

The confirmation email defaults to include the price of services. To disable the price of services in confirmation emails, remove the checkmark from the ‘include price of services’ box under email settings and click save.

Example Booking Confirmation Email

Example Confirmation Email (Group Booking)

Booking Confirmation Text

Sent immediately after the appointment is booked by the client or by the business, the booking confirmation text contains: the client's first name, business name, and appointment date and time.

A dedicated location phone number is required to enable booking confirmation texts. Usage rates apply for inbound/outbound segments.

NOTE: The business name that appears on the booking confirmation texts is the business name entered in Manage Location > Business Name.

Enabling or Disabling Confirmation Texts

Businesses can send clients instant verification of successful appointment bookings via automated text messages. This helps strengthen client relationships, reduce no-shows, increase completed appointments, and opens the door for ongoing client conversations. A dedicated location phone number is required for booking confirmation texts and usage rates apply.

To enable booking confirmation texts:

  1. Navigate to Manage > Client Notifications.

  2. Click Booking confirmation.

  3. Click the text message toggle to either enable or disable.

  4. Click Save to save settings.

Additional Text

The default verbiage cannot be customized, but the location can include additional text content by inputting it into the ‘additional text’ field in the booking confirmation text setup modal.

Additional text requirements:

  • 3 additional segments total (480 characters) can be added

  • no links at this time

  • no mentions of CBD / marijuana

  • any content must follow our acceptable use policy

Adding Link to Manage Appointment and Forms

Locations with a dedicated phone number (booking line) can include a link to manage appointments and forms in booking confirmations, basic reminders, and same-day reminder texts. To enable the link to manage appointments and forms:

  1. Navigate to Manage Location > Client Notifications.

  2. Click the basic reminder notification and/or same-day reminder texts.

  3. Click ‘Include link' to manage appointments and forms.

  4. Click Save to complete.

Check out Boulevards Client Portal article to review additional options on how clients can manage their appointments and forms.

Cancellation Policy

Locations with a dedicated phone number (booking line) can include their cancellation policy in the following client notifications:

  • booking confirmation texts

  • basic 2-day reminder texts

  • same-day reminder texts

Cancellation policy notes:

  • The cancellation policy verbiage in the notification text itself cannot be modified and pulls from the location's cancellation policy settings for the cancellation window and cancellation fee percentage or dollar amount. Edits to your cancellation policy can be made in your business settings.

  • Inclusion of cancellation policy will add, on average, 153 characters to the notification text - likely resulting in a one (1) segment increase.

  • Default verbiage is as follows (red text is replaced with data from the location's cancellation policy settings):

    • Free cancellation or modification before (date) (time) (time zone). After that, changes will result in a charge of (cancellation fee $ or %) of your appointment total.

Check out the Booking Confirmation FAQ for commonly asked questions and answers.

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