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Messaging

Set up your automatic messages

Keep customers informed automatically — booking confirmations, "your pet is ready" texts, reminders, and review requests — to cut no-shows and save the team time.

Keep customers informed automatically — booking confirmations, "your pet is ready" texts, reminders, and review requests — to cut no-shows and save the team time.

Find these under Settings → Automated messages (manager-only).

Message templates

Edit the wording of your automated messages — for example the confirmation, ready-for-pickup, and review-request messages. Personalize the text; placeholders (like the pet's name or appointment time) fill in automatically.

Reminders

Set up to three reminder rules, each with its own lead time (e.g. 24 hours before, then 2 hours before) and channel (SMS, email, or WhatsApp). You can also set quiet hours so reminders don't go out overnight. Edit the reminder's text on the same screen, with a live preview.

Client self-service controls

Decide whether customers can confirm, reschedule, or cancel their own appointments from the links in your messages, and set cut-off windows for each.

Good to know

  • Messages only go to customers who've given messaging consent — set on the client record.
  • WhatsApp as a channel requires connecting your WhatsApp number first.
  • Reminders, confirmations, and review requests are separate from one-to-one WhatsApp chats with customers.

Marketing messages

Campaigns and triggers are marketing messages: promotions, reactivation of inactive customers, birthday greetings, etc. They're set up under Marketing > Campaigns (not Automated messages) and follow different rules:

  • They only go to customers with marketing consent.
  • They're capped by the weekly frequency limit set under Settings → Marketing.
  • They go out over independent channels: SMS, email or WhatsApp — the same customer may accept some and decline others.
  • Consent: transactional automated messages (confirmations, reminders) use messaging consent. Marketing messages use marketing consent. They're independent — a customer can have one and not the other.

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