Confirmations, reminders & follow-ups
Lorenly emails your clients automatically at the right moments, so nobody has to chase anyone by hand. One page decides what is sent: Settings → Notifications.
The master switches#
At the top, Master toggles turn whole channels on or off:
- Customer email reminders: confirmations and reminders by email.
- Customer SMS reminders: texts to clients, see Set up SMS reminders.
- Track outstanding balances per booking: needed for the outstanding balance reminder.
Automatic messages#
The Automatic messages section lists every email and SMS sent on your behalf, in groups: Bookings, Reminders, Payments, purchases and memberships, Follow-ups and programs and Team and owner.
- Find the message, for example Booking confirmation, Booking moved, Booking cancelled, Appointment reminders, Review request or Rebooking reminder.
- Switch its Email or SMS column on or off.
- Each row also shows the Template it uses (or Default for the built-in text). Choose Open Templates to change the wording, see Customize message templates & designs.
This page is the only on/off switch. A template decides the words, never whether the message goes out. If you run several locations, the switches apply to the location you are working in.
Scheduled messages#
Reminders and other timed messages (for example 24 hours and 1 hour before the appointment, a birthday greeting or a package expiry reminder) appear under Scheduled with their timing. Each one is switched on or off separately.
An optional follow-up can be sent when a booking is released because its deposit was not paid in time. It starts off; create or edit it in Templates with the Unpaid deposit expiry timing and a delay in minutes, then switch it on here.
Test before going live#
The Test list holds your own email addresses and phone numbers. Test sends only go to these addresses. They also keep receiving messages even when a master switch is off, which is handy for checking everything yourself.
Where to see what was sent#
Every message sent to a client is recorded on the Communications page.