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  12. Creating an Auto Message

Creating an Auto Message

By default, three messages are created in your Appointment Auto Messages tab: a phone call, an SMS and an email, all set to go out 1 day before the appointment (not active until you turn Auto Messages on).

three auto-messages automatically generate when you launch Apptoto

To create a new auto message, hover over the green plus icon to easily create a message type of your choice with a specified timing “purpose” (e.g. Initial/Booking, Reminder or Followup).

On the Appointment Auto Messages tab, click the + button to add a new call, email, or text message

Clicking any of these options will bring you to the Message Editor to customize the language and timing of that new message.

To move any of these messages to a different rule, simply click and drag that message to the desired rule block:

Drag and drop appointment messages within a rule

Apptoto now supports attachments to both incoming and outgoing SMS and emails. On the messages where this feature is available, there will be a clickable Attach File button. For more information on that, click here.