Smart Send Plus extends Simple Salon's built-in Smart Send messaging by letting you create your own custom automated messages. While the standard Smart Send covers 9 common message types (appointment reminders, birthday messages, etc.), Smart Send Plus lets you build additional automated messages tailored to your salon's needs.
How to Access
Navigate to Admin > Messaging and scroll down to the Smart Send Plus section at the bottom of the page. Click on it to expand the section.
Smart Send Plus Overview
The Smart Send Plus section displays a table of your custom messages with the following columns:
| Item | Description |
|---|---|
| Name | the name you gave the custom message |
| SMS | whether SMS is enabled for this message |
| whether Email is enabled for this message | |
| whether WhatsApp is enabled for this message |
Click Add New to create a new custom automated message.
Configuration Options
When creating or editing a Smart Send Plus message, you can configure the following:
Name
Give your custom message a descriptive name so you can easily identify it in the list (e.g. "6 Week Colour Reminder" or "Post-Visit Thank You").
Trigger Type
Choose what event triggers the message:
| Item | Description |
|---|---|
| Client Attended | The message is sent based on when the client attended their appointment. |
| Client Attended But Not Rebooked | The message is only sent if the client attended but did not rebook a future appointment. |
Send Message Timing
Set when the message should be sent relative to the trigger event. Choose from:
- Months Before
- Weeks Before
- Days Before
- Hours Before
- Hours After
- Days After
- Weeks After
- Months After
Enter the number of units in the number field. For example, selecting Days After with a value of 3 means the message will be sent 3 days after the client attends.
Message Channels
Enable one or more channels for your message:
| Item | Description |
|---|---|
| SMS | toggle on and select an SMS template |
| toggle on and select an email template | |
| toggle on and select a WhatsApp template |
Each channel can be independently enabled or disabled, and each uses its own template.
Steps to Create a Custom Message
- Navigate to Admin > Messaging.
- Scroll down to the Smart Send Plus section and click to expand it.
- Click Add New.
- Enter a Name for your message.
- Select the Trigger Type (Client Attended or Client Attended But Not Rebooked).
- Set the Send Message timing by choosing the unit (e.g. Days After) and entering the number.
- Enable the channels you want (SMS, Email, WhatsApp) and select the appropriate template for each.
- Save your new message.
Example Scenario
You want to automatically send an SMS to clients who attended a colour service but did not rebook, reminding them to book their next appointment. Create a Smart Send Plus message with the trigger Client Attended But Not Rebooked, set the timing to 5 Weeks After, enable SMS, and select your "Colour Rebook Reminder" template. The system will automatically send the SMS 5 weeks after any client who attended but did not rebook.
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