Customizing ClientPing Messages

Clientping Team on Aug 4, 2022

Customizing ClientPing Messages

You can edit the wording and timing of your reminder, review-request and custom-message rules. Add online review requests, custom types of reminder messages, or a one-time thank-you asking clients for referrals. ClientPing adds opt-out instructions to rule-based texts; some automatic service messages, including rescheduling confirmations, have fixed wording.

Customizing your text and email messages

Once you've connected your calendar to ClientPing, you can edit the default set of messages that get sent. Click "Messages" in the menu, then click the message you want to edit.

Editing messages

Customizing message settings and timeframes

You can change when messages are sent, whether to send text messages, emails, or both, and whether or not you'd like ClientPing to update your appointment titles to reflect reminded, confirmed, and declined statuses. To change these settings, click "Messages" in the menu and choose the reminder message you want to edit. Reminders can go out one or more days before the appointment, and one day before is the latest option.

Custom message settings

Adding custom reminder rules

Not all appointments are the same. With ClientPing you can add unlimited custom rules for reminder messages, and then change the settings for each. For example, you could add a rule that watches for the word "court" preceded by an asterisk in appointment titles. When found, ClientPing sends a different reminder message that indicates the upcoming appointment is in court rather than in the office. For all other appointments, ClientPing can send standard appointment reminders. Another option is a rule that looks for the word "video" preceded by an asterisk to send video conference reminders rather than standard in-office messages. To add a custom rule, click "Messages" in the menu, then "Add message" under your reminder messages.

Custom reminder rules

Online review requests

You can also add review requests to collect more reviews on Google, Facebook, Avvo, Lawyers.com and other sites. Google says that more reviews and positive ratings can help your business's local ranking (Google Business Profile Help, checked October 2026). For example, you might send clients a review request seven days after the appointment. They'll get a text, an email or both, thanking them for their business and asking them to review you or your firm.

Review requests, like the referral messages described below, can count as marketing messages, so get your clients' written consent before you send them by text.

To create a review request, click "Messages" in the menu, then under "Review requests" click "Add review request" and choose your settings. Be sure to put a link to your review page (your Google review page, for example) in the message. If you're a Repsight for Attorneys client, you can put your Repsight review link in the message and let Repsight handle the follow-ups. Click here for more information.

Review request message

Other custom messages

You can also add other messages for your clients. For example, you could create a message to be sent 30 days after an appointment that thanks your client for their business and asks them to remember you for referrals. To add a custom message, click "Messages" in the menu, then under "Other messages" click "Add other message" and choose your settings.

Referral request message