How to Edit Auto Messages

 

Step by Step guide:

  1. Select “Messaging Icon”
  2. Select “Auto messages”
  3. Select the Auto Message you would like to view/edit.
  4. Edit your message in the “SMS Text Body”
  5. Click Save Preferences

Tip: All Auto Messages include a brief description of its functionality at the top of the page.

 

Step by Step Walkthrough with Pictures:

To edit an auto message, click on 'Auto Messages' from the 'Appointments' drop-down menu. To use an email notification make sure you enable the 'Email' switch at the top of the screen. 

Auto_Messages_Tab.jpg

Select the Auto Message from the dropdown you wish to edit & fill in the business reply to name and email with the name and email the customer will see.

Auto_Message_Template.jpg

You can then edit the body of the email in the text box below. Make sure you keep anything in [brackets] to pull in any custom fields.

 To use a text message, make sure you enable the 'SMS Text” switch. Now you can edit the body of the automated text and click “Save Preferences”.

Auto_Message_body.jpg

Note: Any custom fields 1-7 can be added and the service name will pull into this field [APPOINTMENTSERVICE].

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