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How to Send a Confirmation SMS and/or Email to Clients

  • Updated

As part of your Simple Salon account, there are two opportunities to send clients a confirmation SMS and email around the time their booking is created or accepted.

Please note that these are different to, and are not related to Appointment reminders (which are located in 1 Touch Marketing, in Admin > Messaging).

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Appointments Page

Online Booking

Appointments Page

If you are creating appointments from your Appointments page in Simple Salon, you can manually send a client a confirmation SMS and email while creating their appointment.

  1. On the Appointments page, click the + to open the Appointment Wizard.
  2. Choose the client, date, time and services as usual.
  3. Tick Send E-mail / SMS.

The Appointment Wizard with the Send E-mail / SMS box ticked

  1. A pop-up asks if you are sure. Select YES to go ahead, or NO if you change your mind.

The Send SMS/Email pop-up with NO and YES buttons

  1. The confirmation SMS and email send when you confirm the appointment.

Online Booking

If you do not have auto-approval enabled, client's will automatically receive a confirmation email and/or SMS when you Accept their booking under Booking Activities in Online.

If you have auto-approval enabled, client's will receive a confirmation email/SMS after they confirm their booking online.

If you would like to change the template which clients receive as part of their Online Booking confirmations, please go to Online > Admin > Notification Settings.

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Under Booking Confirmation Settings, you can tick Email and/or SMS, depending on how you'd like clients to receive their confirmation.

If you would like to see what the confirmation SMS/email template looks like (or you would like to change it) you can go to Admin > Lists > SMS & Email Templates. This article will show you how to create your own template.

Remember to click Save to update the changes.

If you want to check the confirmation messages that are being sent, go to Marketing > Campaign Report. You'll be able to view the confirmation media in the Campaign Report as 'Confirmation Email' or 'Confirmation SMS'.

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 If you have any further questions, please send them to us via the Submit a Request option in your Help & Support page. We're here to help!

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