Sending Messages

Text vs Email - When to Use

Check customer preferences first - It's in their profile.

Sending a Text Message

1. Click the communication widget (bottom right)
2. Select "RCS Message"
3. Type your message
4. Click Send

Text Message Examples

Appointment Confirmation:

Hi [Name], your [service] appointment is confirmed for [Day] at [Time]. Reply YES to confirm or call us to reschedule.

Follow-up After Call:

Hi [Name], thanks for speaking with us. As discussed, your appointment is [Day] at [Time]. See you then!

Quick Question:

Hi [Name], we have availability on Tuesday or Thursday. Which works better for you?

Reminder:

Hi [Name], just a reminder about your [service] appointment tomorrow at [Time]. Reply if you need to reschedule.

Sending an Email

1. Click the communication widget (bottom right)
2. Select "Email"
3. Type your message
4. Click Send

Email Example

Appointment Confirmation:

Hi [Name],

Thank you for scheduling with us! Here are your appointment details:

Service: [Service Type] Date: [Day, Date] Time: [Time] Address: [Address]

Please let us know if you need to reschedule.

Thanks, [Your Name]

Message Tips

Keep It Short

• Text: 1-2 sentences max
• Email: Get to the point quickly

Be Clear

• Include specific details (date, time, service)
• Tell them what to do next

Be Professional

• No slang or abbreviations
• Check spelling before sending
• Use customer's name

Confirm Important Details

• Repeat back appointment times
• Ask them to confirm receipt

Quick Tips

• ✅ Check preferences - Some customers hate texts
• ✅ Include key info - Date, time, what they need to do
• ✅ Keep texts short - Save long messages for email
• ✅ Proofread - Typos look unprofessional
• ✅ Document in notes - "Sent confirmation text at 2:15 PM"

If Message Won't Send