Confirmations and Reminders with Square Appointments
Specify when and how your customers receive confirmation requests and reminders regarding their appointments. You can automatically send your customers a text and/or email to confirm their appointment ahead of time. This will ease your day to day by reducing no shows and improving sales. You can manage confirmations, reminders, and email notifications from the Communications tab of your Appointments dashboard.
Note: Confirmations are only available with a subscription to Square Appointments Plus.
Manage Your Confirmation Request Settings
You can adjust when text and email confirmation requests are sent to your customers, and turn the functionality on or off from your online Dashboard or Square Appointments app.
From the Appointments Dashboard
Navigate to the Settings tab of your Appointments Dashboard.
Select Communications > click the toggle to turn the feature on or off.
Select the delivery method (email and/or text message reminder), and when you’d like these to be sent out.
Click Save to apply your changes.
From the Appointments App
Open you Square Appointments app on your mobile device > tap on the three horizontal lines and navigate to Settings.
Under Customer Notifications, select the delivery method (email and/or text message) and when you’d like these to be sent out. You can also click the toggle to turn the feature on or off.
From Square Register
Make sure you are signed into Square Appointments on your Square Register, and tap on the down arrow to navigate to Settings. Within Customer Communication, toggle on Send Confirmation Request select the delivery method (SMS and/or email) and when you’d like these to be sent out. You can also set appointment reminders.
View Confirmation Details
From the Appointments Details page, you will be able to see the appointment confirmation details. If an appointment has not yet been confirmed by your client, you can either resend a confirmation request or mark the appointment as confirmed.
You can also view all of your client’s confirmation status’ directly from your Appointments Calendar on your Appointments Dashboard. Confirmed appointments will show a check mark next to the appointment, and unconfirmed appointments will show a question mark.
Note: When an appointment is created by you or by your customer at the last minute, the appointment may auto-confirm even if you have Send Confirmations Request toggled on.
Manage Reminder Settings
Choose when and how your customers receive reminders regarding their appointments. If a customer hasn‘t confirmed by the time a reminder is scheduled, we will resend the confirmation request within the reminder message.
Manage Client Email Notifications
Select whether clients must request an appointment or are guaranteed a reservation with you. Allow clients to manage their appointments by clicking “Clients may reschedule or cancel their own appointments.” With this preference enabled, when your customer opens their appointment confirmation email or text they’ll have the option to change their appointment.
Customize Email Confirmations and Reminders
All automatic email notifications that can be sent to your clients when they book appointments with you, are available from Communications. You can edit the message included in email notifications and reminders from your online Dashboard.
Note: SMS notifications can not be customized at this time.
Troubleshoot Appointments Communications
If a client reports they are not receiving their Appointment Notifications, Confirmations or Reminders, there are steps you can take to ensure clients are successfully receiving your communications.