Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The confirmation message that clients receive after booking their appointment is a great place to summarize the details of when, where, and what their appointment will be. 

One great way to do that (particularly if you have multiple services that they could have booked or a complicated location to get to) is to use tags. Tags essentially go into the appointment record and pull out the specific information that the tag is defined to. These tags will stand out to you on the default confirmation message that is on your acccount because they are wrapped in percentage signs:

Image RemovedImage Added

 

The Confirmation Panel Settings area shown in the screenshot above can be found under the Settings Client Information page in your Back Office application. Below is a list of tags and their definitions that you can use in this appointment save message area. Just copy and paste the text that is wrapped in percentage signs into the editing area of your appointment saved message. 

...

TagDefinition
%STAFF_FULLNAME%Name of the Staff
%STAFF_EMAIL%Staff's Email
%STAFF_MOBILE%Staff's Phone Number listed in Staff Profile under Settings → Staff
%STAFF_DESCRIPTION%Staff's Bio entered in Staff's Profile under Settings → Staff
%STAFF_SIGNATURE%Signature list in Staff Profile under Settings → Staff

...

TagDefinition
%LOCATION_NAME%Location Name

%LOCATION_

ADDRESS1%Address Line 1

ADDRESS%

- OR -

%LOCATION_

ADDRESS2%
Address Line 2
%LOCATION_CITY%City
%LOCATION_STATE%State
%LOCATION_ZIP%Zip/Pin Code
%LOCATION_DIRECTIONS%Directions (From Setup->Locations)
%LOCATION_OFFICEPHONE%Phone

DESCRIPTION%

Both of these tags will pull through what is stored in either
the Location Address field (in an office type location) or the
Location Description field (in a virtual type location) 
%LOCATION_DIRECTIONS%Directions from Location's profile
%LOCATION_OFFICEPHONE%Phone from Location's profile
%LOCATION_EMAIL%Email Address from Location's profile

 

Here is a list of tags relating to the address and info the client may have entered

...

TagDefinition
%REASON%Service or Class Name
%APPT_AMOUNT%Price for Service or Class that the appointment was made for
%CLASSROOM%Classroom name or number entered on class session details setup
%BUSINESS_NAME%Name of the Business

...