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How to adjust your SMS and email settings

  • Updated

Sending SMS and email messages is a great way to keep in contact with your clients. With Timely you're able to send a multitude of various SMS and email messages to your clients, such as: reminders, follow ups, targeted marketing campaigns, thank you's, and birthday messages. In this article you will learn how to customise your SMS and email settings to best suit your business needs.  

 

 

How to set SMS time restrictions

You can set time restrictions for when your SMS messages are sent to clients, this ensures you reduce the chance of disruption caused by receiving messages. Our default restrictions are set to start at 8.00am and end at 9.00pm. Any SMS messages that are generated after 9.00pm will remain in the messages tab, as pending, until at least 8.00am the next day.

 

Timely note: emails will be sent at any time of the day, so bear this in mind when making changes to appointments. Notifications may be enabled on a customer's phone or device.

 

Step-by-step instructions

1 Head to setup > SMS settings in the main menu.

 

2 Scroll down to the SMS time restrictions section.

 

3 Under the restrict SMS message sending to these times heading select the start time. Then adjust the end time. This will ensure customers won't be sent SMS in the middle of the night.

 

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

 

 

How to adjust your SMS and email delay settings

By default, your SMS and email messages will remain in the messages tab as pending, for 10 minutes. This delay is in place to prevent a customer (or staff member) from receiving a bunch of messages when multiple changes are made to an appointment. If you do make a number of changes to a booking, we'll make sure that the only notification sent includes the final appointment details.

 

Step-by-step instructions

1 Head to setup SMS settings from the main menu.

 

2 Scroll down to the SMS and email delay section.

 

3 Select your preferred delay from the drop down.

 

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

 

 

How to customise your email extras

1 Head to setup > email settings from the main menu.

 

2 Scroll down to the email extras section


You can then choose to:

A attach calendar files to customer emails, which will include a calendar event in the customer's confirmation email.

 

B include the address of mobile locations (this will show the appointment address by default).

 

C hide service and staff details to protect a customer's privacy, or if you don't need the customer to see which staff member/service is booked.

 

 

How to send copies of your customer and staff emails

If you'd like to stay in the loop with what's happening in your business, then you can be sent a copy (via BCC) of any customer and/or staff emails. To do this:
 

1 Head to setup > email settings from the main menu.

 

2 Scroll down to the BCC email section.

 

3 Enter the email address you'd like the copies to be sent to.

 

4 Check the box next to receive a copy of email sent to customers or receive a copy of email sent to staff.

 

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

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