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Reminders and confirmations
Web app2 min readUpdated
Confirmation requests and reminders go out automatically on the schedule you set, by email and — for customers who opted in — by text, each with an add-to-calendar file and a confirm link that needs no account. A customer who cannot make the time can pick an open one, and the office moves the visit in a click.
The visit nobody confirmed is the visit nobody is there to let you in for.
What goes out, and when
Two different messages, on the schedule you set in Settings:
- A confirmation request, asking the customer to confirm they will be there.
- A reminder, closer to the visit.
Each carries an add-to-calendar file, so the customer's own calendar knows about it too. The confirm link works on any device and needs no account.
Two channels, independent of each other
Reminders go out by email and, for customers who have opted in, by text. The two do not depend on each other:
- A customer with no email address still gets texts.
- A customer who never opted in to texts still gets email.
Text messaging is part of the Pro and Business plans, and it behaves the way the rules require — consent per phone number, quiet hours between 9pm and 8am in the visit's own time zone, and an instant opt-out on a STOP reply. All of that is in Text messages and consent.
When the customer asks to move
The confirm page offers a few open times as well as a message box. They are the same slots your own booking form would suggest — ranked against the crew's diary, their personal calendars where you have those switched on, and your travel buffer — so a customer who cannot make Friday can tap a time that already works instead of describing one.
A tap is a request, not a move. The visit is marked as having a change request, the time they asked for is shown on it, and it appears in the needs-attention list on the dashboard. What the pick buys you is the answer: the visit panel shows a button that moves it to the hour they chose, and every check a normal reschedule runs still runs — double-booking, the crew's calendars, the confirmation reset. Nothing is moved automatically.
A customer who needs something a list cannot say still writes a message, and that works exactly as it always has.
On a plan with AI assists, an inbound text is filed and labeled — confirming, reschedule, cancel or question — so the office can see at a glance what needs doing. There are still no auto-replies and no automatic rescheduling.
Everything in one thread
Emails, texts and replies appear as a single conversation on the customer's page, newest at the top — so nobody sends the same reminder twice because they were looking at a different list.
Did it actually send?
Every email and every text is logged with its outcome. See Exporting your data.