Creating an Auto Message

Create auto messages in Apptoto on the Appointment Auto Messages tab. Customize message types for booking confirmations, reminders, and follow-ups.

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

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 (Email, text, or voice call).

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 where you will be asked to specify the message’s “purpose” (e.g., Initial/Booking, Reminder, or Followup), timing, language, content, and more.

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.