How to edit automated customer messages – Timely

This article is for:

Elevate

Innovate

In this article you will learn how to edit automated customer messages.

Once you have created a customer message, you may wish to make changes to the message, such as update the message template or changing when it's sent. You will be able to change any of your automated customer messages at any time. We'll also keep a record of the changes made and the date/time they were made, so that you can refer back to them.

If you'd like to temporarily stop sending a specific follow-up message or rebooking reminder, then you also have the option to disable that message without having to remove the message entirely.

Important note: please see our pricing and plans page to confirm if this feature is available within your subscription. Should you wish to upgrade, you can do so via this link. Otherwise, please contact one of our friendly Support team for further information.

Step by step instructions

1 To edit client messages, click on 'Setup'

2 Click on 'Customer Messages'

3 You will be able to see all of the messages that you have created and whether they're active or paused. Click the edit button next to the message that you're wanting to change.

4 Click on the dropdown arrow against the customer message option you would like to edit and then make your changes in the message box.

5 When you are ready, click save to apply your changes.

Step by step instructions

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