Other messages

With Clientping, you create custom messages to your clients before or after their appointments. You can use them to send a heads-up before an appointment or follow-up details after it. If you connect multiple calendars, each calendar can have its own messages and settings.

Other message screen

These settings are found on the "calendars" menu item on the left-hand menu bar.

On/Off selector

This selector activates a rule. When the selector is off, a rule will not be in service and will have no effect on your calendar.

Add other message button

This button will add an additional message (more details below.)

Deleting an "other message" rule

Click the three vertical dots button and choose "Delete rule."

Editing an "other message" rule

To edit a rule, click on the box of the rule, or click the three vertical dots and choose "Edit rule."

Adding or editing "other message" rules

Rule name

This is for your reference only. Name the rule something that makes sense for what the rule does, like "Follow-up details."

Match all / Only match appointments containing

When "Match all" is selected, any appointment containing a phone number will trigger the rule. If you add additional rules, the "Match all" rule will only be triggered if the appointment did not match any other rules.

For more information on match text, see Reminder messages.

When to send

You can send follow-up details 7 days after an appointment. To do this, you would choose "7 days after." You can choose from 1 to 31 days after the appointment, and you can have several custom messages for the same appointment on different days.

A custom message can also go out a set number of days before an appointment, from 1 to 31 days, such as a heads-up 7 days before a court hearing. Choose "7 days before" for that. Custom messages don't ask the client to confirm and don't change the appointment title.

Main message

This is the text message sent when this rule is matched. You can edit the message by clicking "edit" in the green message text. If you're sending a heads-up before an appointment or follow-up details after it, update this message accordingly.

Example main message

Example Law: following up on your appointment last week. Please send us the documents we discussed, and reply here with any questions.

Replace Example Law with your firm's name before saving. Clientping adds "To end alerts text STOP." automatically.

We strongly encourage you to start each message with your business name so the client will know who the message is from.