Easy Appointment Booking emails your customers at each step of a booking. You choose which emails each service sends.
| When it is sent | Plans | |
|---|---|---|
| Confirmation | Right after a customer books, or when you add a booking for them | All plans |
| Change | When a booking moves to a new time | All plans |
| Cancellation | When a booking is cancelled | All plans |
| Reminder | A number of hours before the appointment | Standard and higher |
| Follow-up | After the appointment ends | Standard and higher |
Choose the emails for a service
- On the Dashboard, open the service.
- Click the Notifications tab.
- Under Confirmations, check Send Automatic Confirmation Emails.
- Under Reminders, check Send Automatic Reminder Emails.
- In Send reminders..., type how many hours before the booking to send it. For example, type 24 for one day before, or 2 for two hours before.
- Under Follow-ups, check Send Automatic Follow-up Emails if you want one.
- Click Save in the bar at the top of the page.
The same tab has matching checkboxes for text messages. See Send text message notifications.
On the Free plan, the reminder and follow-up options are locked. Upgrade your plan to use them.
A new reminder time only applies to bookings made after you save. Bookings you already have keep the reminder time they were made with. If you move one of those bookings, it takes the new reminder time.
Who gets the emails
Every email goes to the customer. By default, two more people get a copy (CC):
- your store's contact email
- the team member the booking is assigned to
To change this, go to Settings > Email & SMS notifications > Email Notification Settings. Uncheck CC Primary Contact Email or CC Availability Email, then click Save.
Test your emails
- Click Bookings in the app menu.
- Click Add a booking.
- Choose the service and a time. Use an email address you can check.
- Finish the booking and check that inbox. Look in the spam folder too.
See which emails were sent
- Click Bookings in the app menu and open a booking.
- Click the Timeline tab.
The timeline lists every email and text for that booking, next to the rest of its history. Each entry says whether it went out automatically, was sent by you, or was triggered by the customer.
Using Klaviyo?
When Klaviyo is connected, the app sends each booking event to Klaviyo so you can email customers from there.
- The app stops sending its own reminder, change, cancellation, package, and waitlist emails. Klaviyo must send those.
- Confirmation and follow-up emails still follow the checkboxes on each service. If Klaviyo sends them too, uncheck them in the app so customers do not get two copies.
- Text messages are not affected.
See Klaviyo.
Related tasks
- Change how your emails look: Change the look of your booking emails
- Send from your own email address: Send emails from your own address
- Emails are not arriving: Emails or texts are not sending