PocketSuite’s Notifications feature allows you to automatically remind your clients of upcoming appointments or payments due. You can even connect your PocketSuite calendar to your device calendar so you can receive notifications for upcoming confirmed appointments. Learn more about syncing your calendar here.
In this article:
- Learn how to set default notification settings
- Customize your clients’ individual notification experience
How to set default notification settings
To set default notification settings, go to “Settings” and tap on “Notifications”. These settings will be applied to all your clients unless specified otherwise.
To determine the form in which your clients receive notifications, tap on “Send via”. You have the option to send notifications by text, email, or text and email. Please remember that if a client does not have access to a form of communication, they will not be able to receive notifications if that form of communication is selected.
PocketSuite allows you to send your clients automated notifications for upcoming appointments or payments due. If you wish to send your clients reminders of upcoming appointments, tap on “Booking reminders”. Select how far in advance you wish to remind your client of an upcoming appointment.
If you wish to send automated reminders to your clients to pay unfulfilled payments, tap “Payment reminders”. Select how often you wish to remind your client to finish their payments.
If you do not wish to receive a notification every time a transaction is completed, tap “Silence transactions” and select “Silence only”.
How to set custom notification settings for clients
PocketSuite’s Notifications feature also allows you to set customized notification settings for each of your clients. Tap the “Clients” icon at the bottom of your screen to begin. Tap the client you wish to edit.
Tap “Edit” and then tap “Send via”.
If you wish to customize how this client receives notifications, tap “Send via”. Select the method of communication you wish for this client to receive messages in.
If you wish to customize how far in advance clients will receive notifications about upcoming appointments, tap “Send reminder”. Select how far in advance your client should receive notifications.