Your Messaging Settings page is where the general settings for the emails send out from your account are hosted. You'll find this page by clicking the "Messaging" menu in the top of your navigation bar and choosing the "Messaging Settings" option underneath it:
Important: Remember to press the "Save" button after making any changes to any of the settings found here.
What follows is a description of each of the settings on this page and how each of them impact your account. If you have questions on any of them, please feel free to contact our support team to ask.
When you first create your TimeTap account, your Reminder Email Hours will be set to 24 hours and your reminder Text Message will be set to 1 hour. This means that when a client creates an appointment, the reminder email is, by default, set to go out to the client and the staff 24 hours before the appointment start time. You can adjust this setting in your Messaging Settings under the Main Messaging menu
First, open up your Messaging Settings by going to Messaging > Messaging Settings:
You'll see the reminder hours settings at the top of the Messaging Settings view:
You can change it (for client or staff) so that the reminder email is sent to send out:
You'll see these options on the screenshot below:
Once you've updated the reminder hours to what you want them to be set to, press the green "Save" button in the top right of the Messaging Settings view:
Now, the next time an appointment is made with you or the next time you add an appointment using the back office, the default reminder hours will be as you have them set in your appointment actions menu:
You can also update these on an appointment by appointment basis if you'd like to. Details on that available here.
You always have the option of manually completing open appointments at the end of each day. We highly recommend keeping up with appointment statuses by properly categorizing them, but we understand this can get tedious especially if you have a lot of appointments.
That's why we have the auto complete feature which is turned on when you create your TimeTap account. By default, this is set so that after 7 days, so that if you haven't marked your appointment as completed manually, then after a week it will be automatically moved to completed status. We do not, by default, send out the appointment completed email to your client.
First, open up your "Messaging Settings" view by going to Messaging > Messaging Settings:
Next, look for the "Completing Open Appointments" selection:
You can change the default "Auto Complete after 7 days" option so that appointments:
You'll also see at the bottom that you have the option to check the checkbox to send out the Appointment Completed Email to your clients when the appointment is auto marked as completed.
Once you have made the changes you've wanted to make, click the "Save" button in the top right of this section and your appointment completed flow will update based on your new preferences.