Methods and intervals that Vello uses to send automatic appointment messages
Use the Appointment Reminders screen to configure how and when Vello sends automatic appointment messages to clients.
Note: Configuration of the method and interval that Vello uses to send appointment messages is a beta feature and is only available for Neo customers.
To do the configuration, select Edit in the Reminders section of the Appointment Reminder screen. After you select Edit, Vello shows a Edit Reminders dialog box:
The Edit Reminders dialog box has two sections that you can use to configure:
- If Vello sends an appointment scheduled message
- The method that Vello uses to send appointment scheduled messages and appointment reminders (text message or email)
- If Vello automatically sends appointment reminders after an initial appointment scheduled message
- The number of appointment reminders that Vello sends after an appointment scheduled message
- The intervals that Vello uses to send appointment reminders
This table shows the available configuration tasks and more information about them:
| Configuration task | Information |
|---|---|
| Activate and configure appointment scheduled messages. | To activate and configure appointment scheduled messages, use the At time of booking section to select the applicable method that Vello uses to send the messages. The available methods are:
Note: To send appointment scheduled messages, you must select a minimum of one method. If you clear the Text and Email setting, Vello does not send appointment scheduled messages. |
| Activate and configure appointment reminders that Vello sends after an initial appointment scheduled message. | To activate and configure subsequent appointment reminders, use the day(s) before sections to select the method that Vello uses to send the appointment reminders. The available methods are:
You can configure Vello to send a maximum of three appointment reminders after a client receives an appointment scheduled message. Note: For example, if you want to send two appointment reminders:
|
| Configure the intervals for appointment reminders that Vello sends after an initial appointment scheduled message.. | Vello automatically configures appointment reminders to send:
To change the intervals that Vello uses to send the appointment reminder, you can enter a number between zero and 30 in the text box of the applicable day(s) before sections: The number identifies how many days before a client's scheduled appointment that Vello sends the appointment reminder. For example, if you want Vello to send an appointment reminder 20 days before a scheduled appointment, enter 20 in the text box of the applicable day(s) before section. After you do the configuration, Vello automatically sends the appointment reminders at 9:00 AM during the days that you configured. If you entered zero, Vello sends the appointment reminder at 7:00 AM of the day of the appointment. |
After you configure methods and intervals, the Overview screen and the Appointment Reminders screen shows when Vello automatically sends appointment messages. The screens show:
- Each appointment message that Vello sends
- When Vello automatically sends each appointment message
- The method that Vello uses to send each appointment message (text message or email)
- A Preview button that you can select to look at the text and formatting of appointment messages
- An Edit button that you can select to make changes to the methods and intervals