Share Upcoming Appointments - Effortlessly keep your clients informed
Ever wondered how you can keep your clients in the loop without breaking a sweat? Well, you're in luck! In this article, we're going to walk you through the simple process of sharing upcoming appointments directly from the client profile. With just a click of a button, you can send a link via email or SMS and add that personal touch to your client interactions.
🖥️Desktop
To share a link with clients of their upcoming appointments using the desktop, you can:
- Navigate to < Clients & pets >
- Select the client profile > Bookings
- Select < Share upcoming bookings >
- Choose to < Send by message > or < Send by email >
- < Send by message > will take you to the message center > send
- Select < confirm >
📱App
To share a link with clients of their upcoming appointments using the app, you can:
- Navigate to < Clients & pets >
- Select < Share Upcoming Appointments >
- Specify which appointments should be sent, you can choose appointments based on:
- Appointment status
- Appointment range
- Select manually
- Select < Preview > to preview the list
- Select < Share >
- Choose to < Send by message > or < Send by email >
- < Send by message > will take you to the message center > send
- Select < confirm >