Ensuring a smooth post-booking experience is just as crucial as securing the booking. That’s why sending Emails or SMS reminders to keep your customers informed is vital to a seamless process.

With our Booking & Appointment Plugin for WooCommerce, you can effortlessly keep your customers in the loop and ensure they stay updated on their confirmed bookings.

Let’s walk you through setting up and sending multiple Email or SMS reminders for a doctor’s appointment.

Rest assured, these steps apply to any product, service, or appointment type, making staying connected with your customers easier than ever.

A. Creating Booking Reminders  

Create a Booking Reminders by going to Booking & Appointment > Reminders > Add Reminder.

Your Reminder Dashboard will look something like this day-to-day 

Note: You can also create and send manual reminders, but you’ll have to draft and send these the old-fashioned way by getting to the Manual Reminder tab, as shown below.

Now to set automatic email reminder, clickiing on the Add Reminder tab will open a page enabling you to edit your Email Reminder and Email Settings.

It’s recommended to create a Name or Title for your Booking Reminder to help keep track of reminders when there are several of them.

Here, a title corresponding to a Doctor’s Appointment is added.

You can customize the Email Reminder by adding an Email Subject and an Email Heading.

You can add your Email Content and booking details using merge codes for the following:

Edit your email reminder content here

Note: Email Content, Subject, and Heading are set automatically to default messages. If you choose not to customize these fields, emails will be sent to customers with this default messaging. 

Next, select a value for Sending Delay. This determines the period between the booking date and the sending of the reminder emails.

You can also configure your reminders to be sent Before or After the Booking Date. This is found under the Trigger setting.

Select the product for which you want these reminders sent. Since we’re taking the example of a doctor’s appointment, it has been selected from the dropdown list.

For instance, we have chosen a Sending delay of 3 Hours before the Booking Date for a Doctor’s Appointment. This means the Reminder Email will be sent 3 hours before the customer is expected at the doctor’s office.

Following this, enable a Reminder SMS.

Similar to Reminder Emails, the content of your SMS can be modified using certain tags.

The Email/SMS Reminder Status will be marked Active by default. You can set it to Inactive if you wish to change the default email reminder status. 

Finally, click the Save Reminder button. 

The created Reminder will be added to the table as shown below:

You can also send a test reminder email to your chosen email address to check whether it works properly by clicking the ‘Send Test Reminder Email’ button.

Enter the email address in the pop-up window and click the Send Reminder button.

Once it is sent to the address, you will get the following Success message:

B. Creating Multiple Email And SMS Reminders 

You have created one Email/SMS Reminder. But if the user wants, they can set two or more for the same product, service, or appointment.

Another Booking Reminder for a doctor’s appointment is usually set to ensure your customers don’t miss it. This time, it is set for a day before the Booking date. Here is how:

Fill in the following details as shown in the screenshot below:

Enable the SMS reminder in the same way as before.

The Reminder should be set to Active, and settings should be saved.

You can add more Email/SMS reminders based on your customer base’s persona or nurturing strategy.

For instance, you can send automated Email/SMS reminders after the booking date to solicit feedback, cross-sell, or upsell.

This is done by setting the Trigger to After Booking Date

Setting the Time Delay to a negative number and the Trigger to Before Booking Date will work like the After Booking Date option. This means if you set it to -3 hours before the booking date, the Email/SMS will be sent 3 hours after the booking date.

Another way to set an “After Booking” reminder 

Toe disable Booking Reminders, set the Status to Inactive and press Update Reminder to save this setting.

You can also delete reminders by clicking the Delete button under the Actions column on the right.

Here, you can view all your reminders along with the Reminer Title, Status, Send Time & Date, and Time Delay for each reminder you’ve created.

In Summary

Sending multiple reminders before and after their booking date helps keep customers informed and ensures that the customer’s appointments & bookings are fulfilled.

Using the Booking & Appointment Plugin for WooCommerce, create a seamless and automated post-booking process by setting multiple Email/SMS reminders.