How to

How do I email customers a reminder the day before?

On Plus, tick "Email customers a reminder the day before" under Reminders in Booking page, in the Policies tab. Each customer with a confirmed booking then gets one email about 24 hours before their visit, with the time, the place and the changes you allow.

By CalMov

Which plan

Plus, and during the free Plus trial. On Lite, Reminders says it's included with Plus and no reminders are sent. It's an email. On Pro, the Reminders tab can send it by text too, and choose when it goes.

What customers see

An email called "Reminder: your appointment with [your business] tomorrow". It shows the time, the address (or the Google Meet link for an online visit), who's coming when you have a team, and a link to any form after booking they haven't filled in. When you allow it, it has Reschedule booking and Cancel booking buttons, and under Cancel booking what cancelling now would cost under your policy, such as "If you cancel now, you'll get a 50% refund".

Set it up

  1. Step 1: Open your policies

    Go to Booking page and open the Policies tab. Under Reminders, press Edit.

  2. Step 2: Switch the reminder on

    Tick "Email customers a reminder the day before" and press Save changes. New businesses start with it on; if you joined before it was added, it's off until you tick it.

  3. Step 3: Choose the buttons it shows

    The reminder has the same Reschedule booking and Cancel booking buttons as the confirmation, from Allow customers to reschedule and Allow customers to cancel under Customer changes. With both off, it has neither.

  4. Step 4: Check what cancelling costs

    With cancelling allowed, the reminder says what cancelling now would mean, worked out from Advanced refund and fee rules the moment it's sent: a full refund until a time, a part refund, no refund, or your late-cancellation fee. When nothing was paid online and no fee applies, it says nothing about it.

Common questions

When is the reminder sent?

About 24 hours before the visit, once per booking, and only for confirmed bookings made more than a day ahead. Someone who books for tomorrow has just had their confirmation, so they don't get one.

What if the booking is moved?

A booking moved to another day gets a reminder for its new time, whether you moved it or the customer did. A cancelled booking doesn't get one.

Do the links in the confirmation still work?

The reminder's Reschedule booking and Cancel booking links replace the ones in the confirmation, so customers use the latest email. An older link says the link is unavailable and may have been replaced.

Can I send a reminder by text message?

On Pro, yes: in Booking page, the Reminders tab lets you send the day-before reminder by email, text or both, add a reminder on the day, and text confirmations, moves and cancellations, with 200 texts a month to UK mobiles. On Plus, the day-before reminder is an email.