Confirmation messages and attachments let you communicate additional, valuable information to your clients right in their confirmation emails they receive, and on the confirmation screen of the booking process. Information about parking, policies, specific service details, and more, along with forms you may need clients to fill out or details too long to fit into a message. 

There are two levels of each: Business-wide and Service-specific. We’ll take you through step-by-step instructions for setting up each kind, and share some tips for success along the way!

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Business-wide Confirmation messages

Service-specific Confirmation message

Business-wide Confirmation attachment

Service-specific Confirmation attachment

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Business-wide Confirmation Messages

1. Click Settings at the top right of your screen

2. Scroll to the Communicating section and choose “Confirmation messages” 

3. Click “+Create a new message”

4. Enter a title, message, and save changes. 

  1. Your title will be displayed in bold text just above the body of the message.
  2. Keep your message short and direct, as clients are busy. Use the confirmation attachment to share lengthy info, such as detailed business policies. 
  3. Don’t forget to save your changes! 

All Business-wide confirmation messages are always displayed in client email confirmations, below the details of the appointment. 

They also appear on the confirmation screen of your clients’ appointment booking experience.

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Service-specific Confirmation Message

1. Click Settings at the top right of the screen.

2. Click Services in the Business Profile section

3. Choose the service to which you’d like to add a message

4. Choose “Confirmation Message” from the service’s menu.

5. Create your title and message. 

  1. Your title will appear in bold above the message text. 
  2. Keep your message brief and to the point. Remember, you can also add an attachment that contains more detailed information if you need to. 
  3. Don’t forget to save your changes.  

The message you’ve just created will be sent in confirmation emails for this service only. If you have also created one or more business-wide confirmation messages, it will be shown below those. 

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Business-wide confirmation attachment

1. Click Settings at the top right of your screen. 

2. Scroll to the Communicating section and choose “Confirmation attachment” 

3. Click “Choose file”.  

4. Select the file you wish to import from your computer. 

🤓 Pro tip: Make sure your file is saved in PDF format and that it is under 40kb in size 

6. Double-check your file, then click “Save changes” to finish the upload.

The file you just uploaded will be attached to all client confirmation emails. 

Clients can also download it from the confirmation screen at the end of the booking process. 

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Service-specific confirmation attachment

1. Click Settings at the top right of the screen.

2. Click Services in the Business Profile section

3. Choose the service to which you’d like to add a message

4. Click “Confirmation attachment”

5. Click “choose file”. 

6. Select a file from your computer. Make sure it’s in PDF format. 

🤓 Pro tip: Make sure your file is saved in PDF format and that it is under 40kb in size

7. Double-check that you’ve got the right file, then click “Save changes” to finish uploading it. 

The file you attach will be included in all confirmation emails for this particular service.

Clients can also download it right from the confirmation screen they see when they finish booking this service.

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