Printed from https://zeropos.shop/help/appointment-reminders
Send appointment reminders by email or text
Remind customers of every booked appointment the day before, two hours before or both, by email or by text from your own Twilio account.
Owners can change what each role may do.
Reminders are set up on BACKOFFICE › Treatments › Reminders by anyone who may edit treatment settings, and stay off until you switch them on. Every booked appointment with an email or a phone gets them, booked at the counter or online, and each one has a link to stop them.
Before you start
- Treatments switched on: Turn on treatments.
- For texts, your own Twilio account, opened at twilio.com. Twilio charges it for each text, and someone who may edit integrations connects it.
Steps
Switch reminders on
- Step 1
- Step 2
Switch on Send appointment reminders.
- Step 3
Under When, tap The day before, 2 hours before or Both, or type your own hours next to First reminder and Second reminder.
- Step 4
Under How, switch on By email, By text message, or both.
- Step 5
Tap Save.
Connect your Twilio account for texts
- Step 6
Open MANAGE › Settings › Integrations and find Text messages (Twilio).
- Step 7
Copy the Account SID and the Auth token from your Twilio Console's home page into their boxes.
- Step 8
Type your Twilio number with its country code in From number, or fill in Messaging Service SID (optional).
- Step 9
Check Country code for numbers without one: a phone typed without + gets this code.
- Step 10
Tap Save text settings. The card now says Connected.
- Step 11
Type your own mobile under Send a test text to and tap Send a test text.
Change what reminders say
- Step 12
Edit Text message on BACKOFFICE › Treatments › Reminders. The preview shows a customer's text and how many texts each reminder costs.
- Step 13
Tap Use our wording to go back to ours, then Save.
- Step 14
For the email, open Appointment reminder in MANAGE › Settings › Email templates, change it and tap Save.
What happens next
- Every quarter of an hour Zero POS sends the reminders that are due, on your shop's clock. A booking made after a reminder's time skips it: booked an hour before, it only gets the later one.
- Each appointment in BACKOFFICE › Treatments › Calendar and BACKOFFICE › Treatments › Appointments then says “Reminder sent by email” or “Reminder sent by text” with the time, or why one didn't go.
- The customer reads it in the language they booked in, otherwise your shop's. Emails go from your own sender when you have one (Connect your email and set up marketing emails); texts only ever from your own Twilio account.
- Reminders change nothing in stock, money, the day close, points, commission or reports.
Questions
Do customers have to agree to marketing to get reminders?
How does a customer stop reminders?
Why didn't a customer get a reminder?
What do texts cost?
Which phone numbers can get a text?
If you see this…
On screen
A Twilio trial account can only text numbers you have verified.
What to do
Verify the number in your Twilio Console, or upgrade the account so texts reach every customer.
On screen
Twilio refused the Account SID or the auth token.
What to do
Copy both again from your Twilio Console into Text messages (Twilio) in MANAGE › Settings › Integrations, tap Save text settings and send a test text.
On screen
Your Twilio account isn't allowed to text that country yet.
What to do
In your Twilio Console, open the messaging geo permissions and tick the customer's country.
On screen
Today's email allowance on the shared sender is used up. Set up your own sender in Integrations.
What to do
Without a sender of your own, reminders share the daily emails of Zero POS's shared address with your receipts. With your own sender that limit no longer applies: Connect your email and set up marketing emails.
On screen
The phone number can't be texted. Add its country code (+…).
What to do
Correct the phone on the booking or in the customer's file, with its country code, or check Country code for numbers without one.
Good to know
- Send yourself a test text before you switch on By text message.
- Online bookings still get their confirmation when they book; reminders come on top, at the times you choose.