Set up appointment templates

Set up appointment confirmations, reminders, reschedule and cancellations.

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Written by Splose
Updated over a week ago

You can automate your client communication and let Splose send SMS and email messages to clients without any effort.

Types of appointment templates

Confirmation templates

Appointment confirmations will send your clients a message when an appointment is created from your calendar or when a client makes an online booking (if you choose to set up your online bookings). The confirmation email includes a calendar invite link that will allow clients to add the appointment to their calendar.

Reminder templates

Send an automated reminder SMS and email to your clients for an upcoming appointment. You can send a reminder up to 7 days before an appointment, including sending reminders any time up to 24 hours before an appointment.

Reschedule templates

Send your clients a message when an appointment is rescheduled by a member of your business. The rescheduled email includes a calendar invite link that will allow clients to add the updated appointment to their calendars.

Cancellation templates

Send an automated cancellation SMS and email to your clients when a member of your business cancels an appointment.


Set up your appointment templates

Go to Settings, then Appointment Templates and under Actions, click Edit on the template you would like to edit.

Firstly, edit the SMS message by using the placeholder dropdowns to add the placeholder code for your business, locations, patients, practitioners, appointments and forms.

Then, edit the email message by using the placeholder dropdowns to add the placeholder code for your business, locations, patients, practitioners, appointments and forms.

Preview your SMS and email messages before saving.

πŸ“ If you're using two-way SMS, please avoid prompting the client to reply with Cancel in your SMS template as this will unsubscribe them from receiving SMS communications in the future.

In case a client replies Cancel, advise them to reply Start to re-subscribe.


Attach appointment templates to services

You can send different confirmations, reschedules, cancellations and reminders based on the type of service.

For example, you can set up two confirmation templates; one for your repeat sessions and another template for other consultations. If Zoom is connected, you can create a Zoom confirmation template, too.

Go to Settings, then Services and edit the service you want to attach the templates to.

Select the templates under Appointment notifications and reminders. If you do not want to attach any templates, then you can select none.

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