About Notification Templates
A Notification Template determines the content of an email or text notification. Meevo offers default templates that you can use out-of-the-box, as well as a variety of tags to implement into your custom email and SMS notifications, allowing for dynamic and personalized messaging to clients and employees.
What do the icons mean on the Notification Template search form?
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Meaning |
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Custom template that is the default for the listed Communication Type. |
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System-level default template. Cannot be edited, but can be copied, then edited and saved. |
What are Notification Types?
Notification Types refer to the events that can trigger a notification. These are the Notification Types for clients and employees.
Note: If an appointment is in an Awaiting Response state (for example, if a confirmation text or email was already sent), the client can send a confirmation reply to any Reminder SMS, and the appointment status will be updated. In addition, Confirmation and Request to Reschedule links can be added to any notification email in Notification Templates.
Client Notification TypesClient Notification Types
- Appointment Confirmations
- Appointment Booked
- Text Opt-in Request
- 5 Star Ratings
- Docs & Forms
- Appointment Reminders
- Text Opt In Confirmation
- Appointment Reschedule Requested
- Appointment Edited
- Appointment Cancelled
- Referral Thank You
- Arrival Instructions
- Appointments No-Showed
- Client Due In Reminder
- Product Purchase Reminder
- Self Pay - Initial
- Self Pay - Reminder
- Wait List - Opening Available
- Wait List - Pending Removed
- MeGo Welcome
Employee Notification TypesEmployee Notification Types
- Appointment Confirmed
- Appointment Booked
- Appointment Canceled
- Appointment Edited
- Appointment Reschedule Requested
- Appointment Running Late
- Appointment Has Been Cancelled
- Docs and Forms Submitted
- Specific Product is Sold
How do I create and assign Notification Templates?
A location can create Notification Templates and assign them as default scheduled and/or immediate templates.
- Central Office can create Notification Templates and assign them as the default scheduled and/or immediate templates for locations.
- Central Office can also assign service template overrides (a notification specific to a service).
- Locations can see, but not directly edit, Central Office-created templates. To edit a CO-created template, locations must first copy the template, and then they can edit the copy.
- Locations can create and assign their own templates. Central Office cannot see or edit location-created templates.
How do Business Types impact Notification Templates?
When you create a Notification Template, you also define a Business Type. The Business Type you select on the Notification Template form determines the locations that can see and use the notification. For a notification to be an available service template override selection, the notification must be assigned to All Business Types.
Are there any tips on creating Notification Templates?
- All text message notifications should include: Reply STOP to end as a reminder to clients that they can end text message notifications at any time.
- When creating a template that requires a client response, such as a Confirmation, be sure to include information that conveys to the client the following acceptable responses: Yes=confirm, No=Reschedule, or reply Stop to end.
- Text notifications do not support third-party shortened links; messages that contain those links will be filtered out by Twilio, our carrier.
- Confirmation links should contain the ConfirmURL tag, along with the following HTML:
<a href ="{ConfirmUrl}">Enter the link text here</a> - Request rescheduling/cancellation links should contain the CancelURL tag, along with the following HTML:
<a href ="{CancelUrl}">Enter the link text here</a> - All email notifications should include the Email Unsubscribe tag, which should appear in the footer of the message.
Suggestions on how to use Due In For Service Reminders
The Due In For Service Reminder keep your business engaged with the client and reduces the chances of them drifting to a competitor. These regular reminders aim to improve frequency of visit and client retention, as well as increase revenue. The customizable notifications provide an opportunity to cross sell services, recommend products, and communicate seasonal offers, ultimately driving additional sales opportunities with minimal effort!
- Choose which individual services to remind clients about, and even customize a reminder for each service. This way, your business can send more thoughtful reminders that encourage clients to return regularly, personalizing the connection and driving repeat visits.
- To encourage clients to book a service appointment, use the tag in the Generic section, Online Booking URL. This is a shortened version of the link that clients can select from within the notification to jump to your Online Booking site.
- If you create customized notifications for each service, you can use that opportunity to include service-specific Online Booking links, providing a way for the client receiving the notification to easily book their appointment.
- You can also use these notification templates to cross-sell complementary products or encourage add-ons!