Appointment Reminder Notifications
Boulevard’s default reminders are set up so that two days before the actual appointment around 9 a.m. (PST), the appointment reminder email is sent. This email has the same details as the booking confirmation email but with a link to confirm the appointment. If a client has not responded to the reminder email, around 2 p.m. (PST) on that same day, they receive a reminder text. You can customize when you’d like clients to receive reminder emails and reminder texts in your Client Notification settings (between 1-5 days before the appointment).
NOTE: Reminders sent 2 days before appointment can be sent to both unconfirmed and confirmed clients.
Booking confirmation email
Booking confirmation text
IMPORTANT: Please know that clients must have an email address and mobile number on their Client Profile to receive emails and text messages.
Reminder Schedule
Reminder Email | Sent at approximately 9 am (PST), 2 days before the appointment day (unless adjusted in your Client Notification settings). The email reminder also contains the “Client Instructions” message. If applicable, a "Complete Forms" button appears at the top, and '[Action Needed]' appears in the subject line.
Example Appointment Reminder Email (without Forms)
Example Appointment Reminder Email (with Forms)
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Basic 2 Day Reminder Text | Sent at approximately 2 pm (PST). Default settings send 2 days before the appointment day if the appointment has not already been confirmed. This can be adjusted in your settings. If you have a dedicated phone number, any client replies via text are visible in the messages inbox. If you don’t have a dedicated phone number, client replies via text are not visible in the messages inbox, but are sent to your business via email to the business email address on file.
Example Appointment Reminder Text
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Same Day Reminder Text | Timing for when same day as appointment reminders are sent is set by the business through the client notifications settings. You can choose to send same-day reminders between 7 am and 12 pm in your location’s timezone. Same-day reminders send to both confirmed and unconfirmed clients who have an appointment that day.
A dedicated location phone number is required to enable same-day as appointment reminder texts. Any client replies via text are visible in the messages inbox.
Example Same Day as Appointment Reminder Text
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The above reflects default scheduling settings, but the timing of these notifications can be customized.
NOTE: Message threads will auto-close if:
A new message thread was created when sending the automated reminder
There is an existing message thread already in a closed state
All other threads will be left open after automated reminders go out.
Customizing Reminder Emails and Texts
Navigate to Manage > Client Notifications > Reminders.
Click the reminder you wish to edit.
Click the dropdown menu under ‘When to send’ and select anywhere between 1-5 days to send the reminder.
Click Save when complete.
NOTE: Either way you choose to send reminders (i.e. email first then text, or vice versa), if the first message results in a client confirmation, the second message is not sent.
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 can only be added to booking confirmation and same-day as appointment reminder texts.
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
Locations with a dedicated phone number (booking line) can include a link to manage appointment in booking confirmations, basic reminders, and same-day reminder texts. To enable the link to manage appointment:
Navigate to Manage Location > Client Notifications.
Click the basic reminder notification and/or same-day as appointment reminder.
Click ‘Include link to manage appointment.
Click Save to complete.
Basic reminder text
Same day as appointment reminder text
Reminder Status
Businesses can easily view if and when an email and text message reminder is sent to a client. To view this information, single-click the appointment on the calendar to open the preview window, then hover your mouse over the black broadcast icon. Reminders that were sent appear below.
Check out the Same Day Reminder FAQ for commonly asked questions and answers.