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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.

Edit Your Confirmations 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

  1. Navigate to the Settings tab of your Appointments Dashboard.

  2. Select Communications > click the toggle to turn the feature on or off.

  3. Select the delivery method (email and/or text message) and when you’d like these to be sent out.

  4. Click Save to apply your changes.

From the Appointments App

Open your Square Appointments app on your mobile device > 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 that you are signed in to Square Appointments on your Square Register, and navigate to Settings. Within Customer Communication, 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.

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 or your Square Register. Confirmed appointments will show a tick 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.

Create and manage reminders

  1. Navigate to Appointments from your online Dashboard.
  2. Click Settings > Communications.
  3. In the Confirmations and Reminders section, toggle on the options to send your customers a text and/or email reminder.
  4. From the drop-down menu, select a time frame prior to the scheduled appointment for reminders to be sent automatically.
  5. Click Save.

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. 

Customise 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.

Customize email notifications

  1. Navigate to the Communications page of your online Dashboard.
  2. Locate the Email Notification Customization section.
  3. Select a message to edit, and add your own text to the box on the right.
  4. Include automated variables from the table to personalize your message.
  5. Click Save.

Note: Text message notifications cannot be customised 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 that clients are successfully receiving your communications.

Email communication troubleshooting

Recommend that your client check their Spam, Junk, and other miscellaneous email folders. Their email provider may have filtered out the communication they are looking for.

Confirm your clients’ email inbox can accept emails from Square:

To change their email filter settings to accept emails sent from Square, recommend they add these Square domains to their safe list to “whitelist” them (for privately owned emails, they may have to contact their host):


Confirm you have enabled email notifications in their customer profile:

  1. Head to your Customer Directory from your app or online Dashboard.
  2. Select the client profile > Personal Information > Edit.
  3. Scroll to Appointment Notifications, and select Email or Email and Text Message from the drop-down menu.

SMS communication troubleshooting

Verify client information:

  1. Make sure they are using a mobile phone number – not a landline.
  2. Confirm the client’s phone number has not changed recently.
  3. Check the appointment details to make sure the phone number was not manually entered incorrectly.

Check your Customer Directory:

  1. Select your client’s profile from your Customer Directory.
  2. Click Edit from the Personal Information section.
  3. Scroll to Appointment Notifications > select Text Message or Email and Text Message.
  4. Click Save.

Confirm SMS notifications aren’t being blocked by your client’s provider:

  • SMS notifications are sent from a toll free number, and some cell phone service providers have spam filters that block contacts like this.
  • Clients may need to reach out to their cell phone provider if they do not see the number blocked on their personal device.

Ask your client to opt in again:

  • If a client suddenly stops receiving SMS notifications – it is possible that they opted out. If they still have access to a prior messages thread for appointment notifications, they can send the text ”START” to opt in again.

NOTE: Client responses to SMS messages can be found in the Messages section of your Dashboard or in-app.

Time zone troubleshooting

Your appointments calendar will reflect the time zone of the device you are using.

You can change your device’s time zone settings so your device’s display time is aligned with the time zone you would like to see your Appointments Calendar displayed in.

Note: If you do not want to change the time zone on your device, we recommend that you factor in the time zone setting of your device when viewing your calendar.

If notifications are being sent from a timezone different than your business location, confirm your Customer booking timezone settings. You have two options:

  • Let customers choose a timezone – your online booking site and all notifications to customers will be in the timezone the customer chooses at booking.
  • Lock the booking timezone – your online booking site and all notifications to customers will be in your business location‘s timezone.

If you need to make changes to your Customer booking timezone settings, you can do so from your online Dashboard:

  1. Head to the Appointments page of your online Dashboard.
  2. Select Settings > Calendar & Booking.
  3. Within the Online Booking Preferences section, select “Allow customers to choose timezone when booking” or “Lock booking timezone to business location timezone”.

If the appointment was manually booked, and the appointment time does not match your business location’s time zone, make sure:

  • You have not traveled out of your business location’s time zone recently.
  • You are not currently outside of the time zone of your business location.

You can also check to make sure the customer’s profile does not display a different timezone than your business location’s time zone:

  1. Navigate to your online Dashboard > Customers > select the customer.
  2. Click Edit in the Personal Information section.
  3. Scroll down to the Time Zone section, and edit if necessary.
    Note: Customer notifications will be sent according to the timezone displayed in their profile instead of your business location timezone, if they do not match.

Keep in mind that if an appointment is made too close to the time a notification is set to send, there may not be enough time to send out the notification before the scheduled notification time.

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