Skip to main content

How to send a custom message to a client from a booking (Appointments)

From the list of appointment bookings, you can send a custom message to the client about one booking — for example, updated instructions, a reminder to bring documents, or a confirmation of something you agreed on. The option isn't in the booking detail. This article shows how to send the message and what to check if it doesn't go through.

Where to find this feature

  1. Go to Appointments > Bookings.

  2. In the Table view, find the booking and open its actions menu (⋯) in the Actions column.

  3. Choose Send message. This option is shown only if the client has an email address.

How to send a message

  1. Write your text in the Message field.

  2. Optionally, choose a specialist under Send a copy to the specialist.

  3. Click Send message.

The message always automatically includes the booking date and time.

When to use this feature

  • Additional organizational details about the appointment.

  • Preparation instructions before the visit.

  • Following up on an individual arrangement with the client.

Common issues and solutions

The message wasn't sent

Check that the Message field is filled in and isn't longer than 1,500 characters. Then try sending again.

The client didn't receive the message

  • Verify the client's email address in their profile.

  • Ask the client to check their Spam or Junk folder.

The option to copy the specialist doesn't appear

Check that the specialist is correctly assigned to the service or booking and that their profile has an email address.

FAQ

Is this the same as automatic notifications?

No. Automatic notifications are sent based on system rules (booking confirmation, payment, appointment reminder).

This message is a one-time communication from you for one specific booking.

Related articles

Did this answer your question?