Set up appointment reminders and review requests

Harkbell can confirm a booking when the agent makes it, remind the client before the appointment, and ask for a review afterwards. All three are set on one page.

1. Open Settings, then the Client messages tab.
2. Under Confirmation, tick Send a confirmation after each booking. Add a Deposit note or a Consent form link if you want them sent with it.
3. Under Reminder, tick Remind clients before their appointment and set How long before (1 to 168 hours).
4. Under Review request, tick Ask for a review after each appointment, paste your Review link, and set How long after (1 to 72 hours).
5. Select Save client messages.

What the defaults are

Confirmations and reminders are on, and a reminder goes out 24 hours before. A review request is on, but with no Review link there is nothing to send, so no one is asked until you paste one. It goes out 3 hours after the appointment by default.

How they reach the client

By email whenever Harkbell has the client's address, which the agent asks for. The page shows the state of texting beside it under By text. Under Reminder, Also ring them from your own number adds a phone call, which the agent makes in the daytime, in the client's own time, and never to anyone who asked not to be called. It needs a number connected to your workspace.

If your diary is Square, Calendly or Acuity

A client booked in one of those systems may already get its own confirmation and reminder. When that applies, a Who sends them section appears. Choose Let my booking system do it where it does, My booking system tells them or Harkbell tells them. Pick Harkbell tells them if you have turned that system's own reminders off, because Harkbell cannot see that switch.

Related guides

• Set up deposits and ways to payAdd Venmo, Cash App, Zelle, PayPal, a Stripe or Square link or a bank transfer, set a deposit per service, and hear exactly what the agent will say. Harkbell never takes the money.
• View, add, move and cancel bookings in the diaryUse the Bookings diary to see each day by column, add a booking by hand, move it, mark an arrival or a no-show, and cancel it.
• Connect Square AppointmentsConnect your Square account so the agent books into Square itself, and your team, services and appointments are mirrored into the Harkbell diary.