When guest avails a service at your center, you can send a Thank You mail or SMS to them. You can customize the notifications to include details such as center contact details, guest’s first name, payment details and guest code. 

Note: If guest receives the payment email or text message notification, they won’t receive the Thanks You email or text message notification.

To configure and customize the Thank You email/text messages (SMS) template, follow these steps:

  1. Ensure that you are at the organizational level.
  2. Select Admin > Organization > Organizations.
    The Manage Organization page appears.
  3. Select the Email/Texts tab.
  4. Scroll down to the Appointment section.
  5. Click Edit next to Thank You.

    6. On the Edit page, configure the templates:

  • Thank You - Email
     - Select Turn this automated email on checkbox to activate the email
       template.
     - You can copy your employees or providers to the email. Click Add to include
       recipients by username, employee role, or email.
       Note: For recipients added by role, all employees mapped to the role in the
       guest's base center will receive the email notification.
     - Edit the Subject field and use the available macros if required.
     - Use the available macros to customize the content for plain text and HTML
       emails.
       Tip: Click Full Screen in the editor to edit the text in full-screen mode.

        - Depending on the recipient's browser, the email is delivered as plain text
          (no formatting and images) or HTML text (includes images, links, and
          formatting).
       - Click Send Test Email to send a test notification and to view how the test
         email appears to your guest.
         Note: In the test email, macros will appear as is and will not be expanded.
         For example, if you have used [FirstName] macro in the email text such as
         'Hi [FirstName]' then, test mail continues to show 'Hi [FirstName]' and does
         not show actual first name of the receiver.

  • Thank You - Text Messages (SMS)
     - Select Turn this automated message on checkbox to activate the text message
       template.
     - Click Add to include recipients by their username, employee role, or phone
       number
       Note: For recipients added by role, all employees mapped to the role in the
       guest's base center will receive the message.
     - Use the available macros to customize text messages.
       Important: Messages with more than 160 alphanumeric characters require
       two or more text (SMS) credits. Messages with one or more unicode
       characters (international/multilingual text characters) require one text credit
       for every 70 characters.
    - Click Send Test Message to send a test notification and view how the test
      SMS appears to your guest.
      Note: In the test message, macros will appear as is and will not be
      expanded. For example, if you have used [FirstName] macro in the SMS text
      such as 'Hi [FirstName]' then, test mail continues to show 'Hi [FirstName]'
      and does not show actual first name of the receiver.
    - Click Save.

Troubleshooting

There may be times when a guest may fail to receive an intended email/text message. Learn more

See Also

Configure Feedback in Thank You Notifications

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