What Notifications Do Clients Receive After Booking?

Colib streamlines communication with your clients by automatically scheduling confirmation emails, reminders, follow ups and recalls based on your preferences. Here's how the system works: 

1. Appointment Confirmations

Confirmation messages ensure clients are promptly informed after booking an appointment.

A. Online Booking Process (Client booking)

• A confirmation email and/or SMS is sent immediately after the client books through the online system.

B. Scheduler Bookings (Practitioner booking)

• A confirmation email and/or SMS is sent when an appointment is created via the scheduler, provided the "Send initial notification via SMS and/or email" option is enabled in the appointment modal.

2. Appointment Reminders

Reduce no-shows with up to two reminders per appointment, keeping clients informed as their appointment approaches.

IMPORTANT : You can customize reminders and define their timing via the Appointment Settings for each type of appointment. Notifications can be sent via email and/or SMS.

A. Online Booking Process (Client booking)

• Reminders are automatically scheduled if the relevant setting is enabled. Update settings here: Scheduler Settings.

B. Scheduler Bookings (Practitioner booking)

• Reminders (via email and/or SMS) are scheduled automatically if the "Send confirmation reminder(s) (prior to appointment)" option is enabled in the appointment modal.

3. Recalls

Recalls re-engage clients who haven’t booked in a while:

• Send email and/or SMS recalls to clients who haven’t booked after a specified number of days (eligible clients must have booked at least once).
• Set up multiple recall notifications via the Recall Settings.

4. Follow Ups

Follow-up emails can be enabled in your Appointment Settings. 

You can customize the email content and specify the delay (in hours) between the end of the appointment and the follow-up email for each type of appointment.

Important Considerations

1. Updates to Appointments:

   • Changes to appointment details (e.g., date or type) trigger reassessment of all associated notifications.
   • For changes made via the scheduler, the system will prompt you to confirm whether notifications should be sent regarding the update.

2. Appointment Cancellations:

   • All reminders are canceled when an appointment is canceled, and a cancellation notification is sent to the clients if the appointment is in the future.

3. Communication Preferences:

   • Clients receive notifications via email and/or SMS based on their profile information (email and/or phone number provided or not) and preferences (e.g., opting out of SMS).

4. Viewing Client Communications:

   • Review all sent notifications, including email and SMS delivery statuses, in the client’s profile. For details, see: How to View Client Communications.

5. Default Notification Settings for the appointments on the scheduler:

   • The default values for "Send confirmation reminder(s) (prior to appointment)" and "Send initial notification via SMS and/or email" can be adjusted via the "Notifications Options Selected by Default" section in the settings page. https://www.colib.io/Settings?show=scheduler