Plans: The reminder call needs a Harkbell phone number, so Essential, Pro, Business or a Powerhouse plan.
After the agent books someone in, it can remind them before the appointment. Email is always available when the agent has the client's address; a voice reminder from your own number is an extra you switch on.
- Open Settings and the Client messages tab.
- Under Reminder, tick Remind clients before their appointment.
- In How long before, type the number of hours, from 1 to 168. The default is 24.
- To add a call, tick Also ring them from your own number.
- Press Save client messages.
What a reminder call does
The agent calls, reminds the client of the appointment, and takes “I can't make it” as a message for your team. It rings only in daytime hours in the client's own time, and never anyone who asked not to be called.
No number, no reminder calls
The call leaves from your own agent's number, so a workspace without a phone number has nothing to ring from, and the tab says so. See get a phone number. If a booking system outside Harkbell already reminds your clients, a Who tells your clients menu on the same tab chooses which side sends them.
Is the Client messages tab missing?
It can be switched off for a workspace. The same settings are on the Text messages card under Integrations › Messaging, when that is available.
Can I ask for a review after the visit?
Yes. The Review request section on the same tab sends a message a few hours after the appointment, with the Review link you set.