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Send automated appointment recalls

Remind your clients to book a new appointment after a set period.

Updated over 2 weeks ago

In Booxi, you can send your clients automated messages to remind them to book a new appointment after a certain amount of time has passed. This is useful for services that occur at regular intervals (e.g. haircut, manicure, eye exam, etc.). Here's an example of a recall email:

How to activate appointment recall

In order to activate appointment recalls, follow these steps:

  • Go to "My Business" tab

  • Click "Booking Rules"

  • Enable the "Appointment Recall" setting

  • Choose when the reminder will be sent.

The value you set here will serve as your default delay. However, it is possible to set a custom delay for appointments you manually complete. Here's how it works:

when you complete an appointment, this window will appear.

  • Choose 1 of the 3 options:

    1. Complete without reminder (no reminder will be sent)

    2. Schedule a recall reminder

    3. Book the next appointment now (no reminder will be sent)

  • If you choose to schedule a recall reminder, simply select the appropriate service and staff member, then set the delay.

  • You may also add an additional request.

  • Save your changes

Appointments completed automatically will follow the default delay.

Recall details can be found when hovering over an appointment in the Calendar tab:

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