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 At
Choose the event that triggers the message. There are six options, made up of two concepts working together: what fires the message (when it's created, at its time, or at its time only if there's no future booking) and how it counts (per appointment, or per booking).
| Trigger At | When it sends | How often |
|---|---|---|
| Appointment Creation | When an appointment is created (booked). | Every appointment — a client with multiple services booked for the same day receives a message for each. |
| Appointment Time | Relative to the appointment's date/time (set in Send Message Timing). | Per appointment. |
| Appointment Time with No Future Booking | Relative to the appointment's time, but only if the client has no future booking when the message is due to send. | Per appointment. |
| Booking Creation | When a booking is created. | Once per attendance — even if the client has multiple appointments/services that day, they receive one message. |
| Booking Time | Relative to the booking time (set in Send Message Timing). | Once per attendance. |
| Booking Time with No Future Booking | Relative to the booking time, but only if the client has no future booking when the message is due to send. | Once per attendance. |
Appointment vs Booking
- Appointment applies to each appointment. For example, a client will receive multiple messages if they have multiple services on the same day.
- Booking applies to each attendance, not each appointment. For example, a client will only receive one message even if they have multiple services on the same day.
Creation vs Time
- Creation triggers fire as soon as the appointment or booking is made — useful for "thanks for booking" or booking-confirmation style messages.
- Time triggers fire relative to the appointment or booking time — useful for reminders (before) and follow-ups or rebook reminders (after).
- The …with No Future Booking variants only send if the client hasn't already rebooked, which is ideal for win-back and rebook-reminder messages. Whether the client has a future booking is checked at the moment the message is due to send.
Note: The "no future booking" check applies to the service type the Smart Send Plus automation is set for — it looks for a future booking of that same service, not just any 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 trigger event.
How timing pairs with your chosen trigger:
- For Time and Time with No Future Booking triggers, timing is relative to the appointment or booking time, and you can send either before or after — e.g. 2 Hours Before for a reminder, or 3 Days After for a follow-up.
- For Creation triggers, the message goes out after the appointment or booking is created. The "Before" options are not available for these triggers (a message can't be sent before the appointment or booking exists), so only the "After" options are shown.
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 At option (Appointment Creation, Appointment Time, Appointment Time with No Future Booking, Booking Creation, Booking Time, or Booking Time with No Future Booking).
- 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 Scenarios
Here are a few ways you can use the different triggers:
- Rebook reminder: Choose Booking Time with No Future Booking, set the timing to 5 Weeks After, enable SMS, and select your "Colour Rebook Reminder" template. The client receives one reminder 5 weeks after attending, only if they haven't already rebooked.
- Booking confirmation: Choose Booking Creation, set the timing to 0 Hours After, enable SMS, and select your "Booking Confirmation" template. The client receives one confirmation as soon as they book, even if they booked several services for the day.
- Per-service prep message: Choose Appointment Creation so a message goes out for every individual service booked (e.g. specific prep instructions per treatment), then set your timing and template.
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If you have any questions, please send them to us via the Submit a Request option.