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Appointments and messages

Book clients and control the confirmations, reminders and rebooking prompts they receive.

1.Book an appointment

Add a booking and Harborne AI handles the client messages for you.

  1. 1Open Appointments in the sidebar, then click “New”.
  2. 2Enter the client's name, phone number, optional email, service, and date and time.
  3. 3Choose a team member. If they have an email on file, they're notified straight away.
  4. 4Save. A confirmation goes to the client immediately by SMS and/or email where those details are available.
  5. 5The client automatically gets a 24-hour reminder and a rebooking prompt afterwards. To send a reminder early, open the menu next to the booking in the list view and choose “Send reminder now”.
Open Appointments

2.Customise and toggle each message

Every appointment message can be reworded or switched off, separately for SMS and email.

  1. 1Open Settings → Appointment messages.
  2. 2Each message - booking confirmation, 24-hour reminder and rebooking prompt - has its own card on the SMS and Email tabs.
  3. 3Use the toggle in a card's header to turn that message on or off (all on by default).
  4. 4Edit the wording below; leave it blank to use the default. The live preview shows exactly how it reads.

Tip: Placeholders {name}, {service}, {date} and {time} are filled in automatically for each client. SMS messages need Intermediate or above.

Edit messages
Still stuck? A person will help.support@harborne.ai