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Appointment reminders by SMS and WhatsApp

A reminder the day before is the simplest no-show fix there is. Workee sends confirmations and reminders by email on its own, and by SMS and WhatsApp once you switch them on.

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Workee WhatsApp and SMS settings with both channels ticked for client notifications

In short: Workee sends each client a booking confirmation and a reminder 24 hours before the appointment by email. To add SMS and WhatsApp, turn on WhatsApp and SMS notifications in Workee, tick the channels you want, and make phone number part of your booking form. Clients then get confirmations, reminders and payment messages on their phone.

Updated

Before you start

Phone numbers on bookings

Texts need a number. Make the phone field part of your booking form so every new booking has one.

Message credits

Text messages use the message credits included with your plan.

Client consent

Appointment messages are expected by clients who book. Marketing texts are different: Workee records marketing consent on each client profile.

Step by step in Workee

In this guide
  1. 1Open WhatsApp and SMS notifications
  2. 2Choose SMS, WhatsApp or both
  3. 3Add the phone field to your booking form
  4. 4Send a copy to your own phone
  5. 5Save and book a test
  1. Step 1

    Open WhatsApp and SMS notifications

    In Workee, open the WhatsApp and SMS notification settings.

  2. Step 2

    Choose SMS, WhatsApp or both

    Tick the channels to send to the client’s phone. Notifications cover new appointments, appointment reminders, payments and orders.

  3. Step 3

    Add the phone field to your booking form

    Turn on the phone option in your booking form settings for appointments and shop items, so the number is collected at booking.

  4. Step 4

    Send a copy to your own phone

    Tick the option to receive notifications on your phone if you want to hear about new bookings as they come in.

  5. Step 5

    Save and book a test

    Save, then book a test appointment with your own number. You should get the confirmation straight away, and the reminder 24 hours before the slot.

Reminders are one part of it. Jenny, an AI front desk that confirms each booking, follows up after visits to rebook, recovers abandoned bookings and wins back clients who have gone quiet, by text and email.

What it looks like in Workee

Client view

On your client’s phone

Tick the channels to send to the client’s phone. The reminder goes out 24 hours before the slot.

  • SMS, WhatsApp or both
  • Covers new appointments, reminders, payments and orders
An appointment reminder on a client’s phone, with SMS and WhatsApp selected in Workee

Related guides and pages

Common questions

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