Client Communications

Client Communications

Stay connected with clients through integrated communication channels. Send messages, reminders, and updates directly from EasyBook.

Communication Channels

Email

Send detailed email messages with rich formatting and attachments:

• Appointment confirmations and reminders
• Service information and preparation instructions
• Marketing newsletters and promotions
• Follow-up surveys and feedback requests
• Invoices and receipts

SMS Text Messages

Quick text message communications for time-sensitive updates:

• Appointment reminders shortly before scheduled time
• Confirmation of bookings and changes
• Last-minute updates or cancellations

WhatsApp Business

Rich messaging through WhatsApp with business features:

• Branded messages with your business profile
• Two-way communication with clients
• Media sharing and interactive content

Automated Notifications

EasyBook automatically personalizes notification emails with dynamic content fields:

• Client Name Automatically insert {ClientName} for personalization
• Appointment Details Use {AppointmentDate} and {AppointmentTime} for booking info
• Service Information Include {ServiceName} and service-specific details
• Staff Details Add {StaffName} for assigned professional
• Business Info Insert {BusinessName}, {Address}, {Phone} automatically
• Custom Fields Create custom merge fields for your specific needs

Sending Messages to Clients

Send individual or bulk messages to your clients:

• Access client profile or select multiple clients
• Choose the communication channel
• Select a template or compose new message

Managing Communication Preferences

Respect client communication preferences and consent:

• Track opt-in status for marketing messages
• Honor do-not-contact requests
• Respect preferred contact methods and timing
• Maintain compliance with data protection regulations

Sending Individual Messages

To send a message to a single client:

1. Open the client's profile
2. Click the "Send Message" button
3. Choose your communication channel
4. Compose or select a template
5. Send immediately or schedule for later

Bulk Messaging

Send messages to multiple clients at once:

1. Filter and select clients from your database
2. Choose "Send Bulk Message" action
3. Select template and customize content
4. Review recipients and send or schedule