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Set up SMS and email confirmations and reminders for mobile appointments

Learn how to show the appointment address, instead of your business address, in SMS and email confirmations and reminders when you travel to see clients.

If you travel to see clients, your confirmations and reminders can show the appointment address instead of your business address.

This guide shows you how to add the travel address to your appointment templates, and how to add the address when you book.

Before you begin

Turn on provider travel for each service you travel for. Go to Workspace Settings, then under Business select Services, edit the service and turn on Provider travel.

More on setting up provider travel →

How-to

Add the travel address to your templates

  1. Go to Workspace Settings, then under Templates select Appointments.

  2. Open a confirmation or reminder template.

  3. Add the Travel address placeholder where you want the address to appear.

  4. Click Save.

  5. Repeat for each confirmation and reminder template.

Add the address when you book

  1. Create the appointment in the calendar.

  2. Turn on Provider Travel.

  3. Search for the appointment address. If the client has an address on their profile, it fills in automatically. You can change it if needed.

  4. Click Create.

Things to note

  • When you book a recurring appointment, the address you enter applies to every session in the sequence. It doesn't change the address saved on the client's profile.

  • You can attach templates to specific services, so your communications can match the type of session. More on appointment templates →

  • Template previews may show generic placeholder text. To check the real message, send a test to a test client.

Troubleshooting and FAQs

Displayed address

My client's reminder shows my business address, not theirs.

Enter the appointment address when you schedule it, and add the Travel Address placeholder to your confirmation and reminder templates.

Provider travel for appointments

Why can't I turn on Provider Travel for this appointment?

There are two things to check:

  • Provider Travel has to be enabled for the service first. go to Workspace Settings > Services and edit the service. Turn on Provider Travel.

  • Travel can only be added to appointments, not support activities. Check out this Help Centre article for more information.
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