Setting up Email notifications

  1. Overview
  2. Email Notifications
  3. Setting up Email notifications

Setting up email notifications in ShowUp Mate is an essential step to ensure effective communication with your clients. By configuring these notifications, you can keep your clients informed about their appointments, send reminders, and even follow up after sessions. Here's a step-by-step guide on how to set up email notifications in ShowUp Mate:

Step 1: Access Your ShowUp Mate Account

  1. Log In: Start by logging into your ShowUp Mate account.
  2. Navigate to Appointment Types: From the dashboard, go to the “Appointment Types” section. This is where you can manage your different services and settings.

Step 2: Configure Email Notifications

  1. Go to Email Settings: Look for the “Email Settings” option in the menu. This section allows you to set up and customize the different types of email notifications.

  2. Select Notification Types: ShowUp Mate provides several types of notifications you can configure:

    • Confirmation Emails: Sent immediately after a client books an appointment.
    • Reminder Emails: Sent before an appointment to remind clients.
    • Follow-up Emails: Sent after an appointment to thank clients or request feedback.

  3. Customize Email Templates: For each type of notification, you can customize the email template:

    • Click on the type of notification you want to edit (e.g., Confirmation).
    • Use the built-in editor to customize the subject line and body of the email.
    • Use placeholders (e.g., {FIRST_NAME}) to personalize emails with client-specific information.

Step 3: Set Timing and Frequency

  1. Schedule Reminder Emails: Decide when reminder emails should be sent. You can set them to go out 24 hours, 48 hours, or at a custom interval before the appointment.

  2. Follow-Up Timing: Similarly, configure when follow-up emails should be sent after the appointment.

Step 4: Activate Notifications

  1. Enable Notifications: Ensure that each type of email notification is enabled. There should be a toggle or checkbox next to each notification type.

  2. Send Test Emails: It’s a good idea to send a test email to yourself to see what your clients will receive.

Step 5: Monitor and Adjust

  1. Monitor Client Responses: Pay attention to how clients respond to these emails. Are they confirming more appointments? Are they providing feedback?

  2. Adjust as Needed: Based on client feedback and your observations, adjust the timing, frequency, and content of your notifications.

Additional Tips

  • Branding: Make sure your emails reflect your brand by using your logo and brand colors.
  • Clear Call-to-Action: Ensure that each email has a clear call-to-action, like confirming an appointment or leaving feedback.
  • Review Regularly: Periodically review your email settings to make sure they align with any changes in your services or business operations.

By setting up and customizing email notifications in ShowUp Mate, you enhance your client communication and ensure a smooth scheduling process. This proactive approach helps in reducing no-shows and builds stronger relationships with your clients.

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