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How to adjust client SMS and email settings

  • Updated

When you setup new automated messages, such as reminders and notifications, those settings will apply to all of your clients by default. However, some clients may want to have different reminder or notification settings. In Timely, you can update their individual settings to suit their preferences. In this article you will learn how to set individual SMS and email settings for your clients. 

 

 

How to edit client preferences

1 Head to the customers tab and locate the client's record.

 

2 Click edit in the top-right corner.

 

3 In the pop up window, go to the notifications tab.

 

4 From here, you will be able to make changes to their settings for:
  1. Appointment notifications (Including follow-up messages and rebooking reminders).
  2. Appointment reminders.
  3. SMS marketing
     

Timely note: global settings must be enabled to make changes to a customer's individual settings. If you do not have a specific message enabled, then this can't be turned on for customer's individually.

 

 

How to adjust appointment notifications

In this section, you can choose what type of messages the customer will receive:

  • SMS and/or emails for Booking changes (including confirmation and cancellations).
  • SMS and/or email Follow-up email and SMS messages after their visit.
  • SMS and/or email Rebooking reminders when they are due for their next appointment.

 

Step-by-step instructions

1 Check to box next to each message type to: enable or uncheck to disable.

 

2 When you are ready, click save to apply any changes.

 

 

How to adjust appointment reminders

1 Under the email reminder setting, select the use different interval for this customer option.

 

2 Choose a different time interval (choose never if you do not want to send email notifications).

 

3 When you are ready, click save to apply any changes.

 

 

How to adjust SMS marketing settings

1 Uncheck the box next to send this customer SMS/text marketing messages to remove them from the list of recipients.

 

Timely note: If a customer ever replies "STOP" to one of your bulk SMS messages, then this setting will be automatically updated.

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