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How to manually share appointment details with your client

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Your clients may reach out at times with questions about their appointment time, maybe they have lost their email confirmation or it is a while until the scheduled confirmation reminder is to be sent to their phone. In these instances, you can easily share their appointment details with them. 

In our Timely iOS app we have two ways to do this, either by SMS or by printing out the details. In this article, you will learn how to give your client access to their appointment details.

 

 

How to send clients an SMS with their appointment details

If your client requests their appointment details in advance of when your scheduled confirmation reminder text is due to go out to them, you can manually send one effortlessly. To do this:

 

1 Click on the appointment that you would like to share, and then on the envelope symbol. The symbol will only be visible if the user has permission to send clients SMS messages.

 

2 If the user has an SMS number saved against their account, a message will be populated with their appointment details.

 

Timely note: you will be able to amend the details of the message if you would like to add or remove any details. The character count will let you know how much space you have left in the message. If you client has a long name, or if the service has a lot of characters you may need to edit the message to be shorter.

 

3 Lastly, press send to send the SMS to your client.

 

 

How to print a client their appointment details in-salon

If your client has come into the salon to ask for their appointment details, you can print these off for them then and there. If you have a thermal printer connected to your iOS device, this is an easy process. 
 

1 Click the appointment that you would like to share, and then on the printer symbol.

 

2 You will be asked to confirm that you would like to print the appointment, press print. The appointment details will then print via your thermal receipt printer.

 

Timely tip: if you do not yet have a thermal receipt printer, you can also write their details down for them. Some Timely customers have found it useful to design and print business cards, with space for appointment details to be written. This also acts as a subtle marketing strategy too! 

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