Message Editor
To edit your messages, click on the Messaging > Appointment Auto Messages tab.
To edit any portion of a message (timing, content, etc.), just click on the message, in this case “SMS Reminder,” which will open the editor for that message.
By default, it will look like this:
You can change the name of each message to reflect its content (e.g., “New Client SMS”) for easier reference.
Purpose
Section titled “Purpose”Each message in the Appointment Auto Messages tab can be one of three types: Reminder, Follow-up, or Booking.
Reminder: The default setting. Will be the messages you send before an appointment
Follow-up: Messages set to go out after an appointment with additional information
Booking: Messages sent when an appointment is created
This specifies when a message will be sent. For more information, see Message Timing Options.
This is where you include the content of the actual message sent to clients or patients. You can use either plain text, Fields to insert appointment-specific information into individual outgoing messages, or a combination of both.
Clicking Preview will bring up a fake appointment for that message, along with upcoming appointments on your calendars, and will show you what the outgoing message will look like for that individual appointment.
When the message content looks the way you want it to, click the “Back” button to return to the main Message Editor page.
Once you’ve set the content of your message, you’ll need to set the Message Timing to determine when your message is sent.
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.