Client Reminders With Pro
With the Appointible Pro plan, client reminders can do a lot of heavy lifting – two-way texting, multiple reminder rules, and sending messages outside the US and Canada. Below is a step‑by‑step walkthrough to get everything running smoothly.
Pro Plan Benefits
Two‑way text messages let clients reply to reminders, so reschedules and quick questions do not pile up in email.
Client reminders can be sent to clients outside the US and Canada.
Multiple reminder rules can be configured for different timings, services, or locations.
Using the Appointible Basic or Growth plans instead of Pro? Then this guide is the better fit: Enabling client reminders with the Basic and Growth plans.
Opening Addons
Log in to the Appointible account.
In the main menu, click Addons.
Note: Access to Addons depends on workspace permissions. If the menu item is missing, I recommend checking with the account owner or admin.
Opening Client Reminders
In the Addons list, find the Client Reminders app and click Configure. This opens the reminder automation rules.
Editing Or Creating Rules
After signup, a default client reminder rule is usually created automatically. Click the rule name or the pencil icon to edit an existing client reminder.
Click New rule to create an additional client reminder.
I recommend starting by reviewing the default rule, then adding extra rules for specific services or timings.
Setting A 24‑Hour Reminder
This example shows a classic reminder 24 hours before the appointment. It is a good baseline rule to reduce no‑shows.
Click New rule.
Turn Is automation rule enabled? to ON so the rule actually sends messages.
Set the timing condition, for example: send when the appointment is in the upcoming 24 hours.
Optionally, narrow down who receives this reminder, for example:
Only if a specific service type was booked.
Only for appointments at a specific business location.
Only if the appointment status is still penciled in and needs confirmation.
Write the text message. Personalization fields like client name or service name can be inserted to keep the message friendly and clear.
Choose the phone number that will send this reminder. With Pro, this is the two‑way SMS number clients can reply to.
Click Save to activate the rule.
If the first version feels too long, I recommend starting short and adjusting after seeing how clients respond.
Adding More Rules
Multiple reminders can run side by side – for example, one at 24 hours and another at 1 hour. To add another rule:
Go back to the list of reminder rules.
Click New rule again.
Each rule can have its own timing, conditions, and message, so it is easy to tailor reminders to different services or client types.
Setting A 1‑Hour Reminder
This example shows a second reminder 1 hour before the appointment, aimed at new clients. It is perfect for last‑minute details like parking or door codes.
Click New rule.
Turn Is automation rule enabled? to ON.
Add conditions such as:
WHEN appointment is in the upcoming 1 hour.
AND client status is New.
Write the text message with any last‑minute instructions. Personalization fields can be used again here.
Choose the phone number that will send this reminder.
Click Save to activate the rule.
I recommend testing this rule with a test appointment first, just to see how the timing and message feel from the client side.
Checking Reminders In Calendar
To confirm that reminders are scheduled for a specific appointment, open the calendar and click the appointment. A small telephone icon with date and time indicates the upcoming client reminder.
If the icon is missing, I recommend checking that at least one rule is enabled and that the appointment matches the rule conditions.
Checking Messages In Logbook
All scheduled and sent reminder messages can be reviewed in the Logbook.
Click Logbook in the left sidebar.
Use filters to see upcoming reminders, sent messages, or replies from clients.
This is also the place to quickly confirm that a reminder is queued or to check what exactly was sent if a client replies with a question.
Once the first couple of rules are in place, client reminders tend to run quietly in the background – a bit like a very punctual assistant who never forgets to text.