Appointment reminders and client messaging

Automatic appointment messages

Pawdmin sends these on its own when the matching thing happens:

• appointment scheduled
• appointment confirmed
• appointment rescheduled
• appointment cancelled
• penciled-in times and estimate ready, with a link to the client portal
• reminders before the appointment

For each message you choose email, text message or both, and you can rewrite the template. Templates use merge fields for the client's name, the dog, the date and so on. A test button sends the message to you first.

You can add your own reminders and set when each one goes out, in minutes, hours, days or weeks before or after the appointment.

Reminders that do not ask the client to confirm again

Pawdmin's standard reminder is a statement of the date and time. It does not carry a "Confirm" button. An appointment in Pawdmin is confirmed when the client picks a time, and asking again the day before makes it feel optional. See how to stop grooming no-shows.

Campaigns

A campaign is a message you send once to many clients, by email, text message or both.

• Recipients: all clients, clients filtered by status, or clients you pick by hand.
• Timing: send now or schedule for later.
• Tracking: email campaigns report opens and clicks.
• Unsubscribing: every campaign email has an unsubscribe link, and clients who have opted out are skipped.

Automations

An automation is a rule that runs by itself. Pawdmin has four ready-made ones: a rebook reminder, pet birthday wishes, a win-back message for lapsed clients, and a welcome for new clients.

You can also build your own. An automation starts with one trigger:

• an appointment is completed
• an appointment is coming up
• a client is created
• a client is approved
• a client has no appointment booked
• a set date arrives
• a badge is added to a client

It then runs any of these steps, in the order you set:

• send an email
• send a text message
• send one of your automated messages
• add a badge to the client
• update the client's status
• wait for a set time
• check a condition and take a yes or no branch

Automations send at most five text messages to one client in a week, so a client cannot be flooded by mistake.

Text message reporting

Pawdmin's SMS report shows how many texts were sent each month, how many segments they used, the estimated cost and the delivery success rate.

What Pawdmin messaging does not do

• No two-way texting. Pawdmin sends texts but does not receive replies. Conversations with clients stay on your own phone.
• No chat inside the client portal.

Which plan includes reminders and messaging

Email and text reminders and automated messages are part of the Grow plan and above. Marketing campaigns and automation workflows are part of the Advanced plan and above. See pricing.