Employee notifications

How will I know when a customer books through EasyBooking?

You will be notified about any appointment coming through EasyBooking via text message. To update this setting go to your Profile.

 

Menu > Profile > Company Details

Under SMS Options you can set your preferences. Here simply toggle Receive an SMS when a customer creates an appointment to yes. You can also request to be informed when the status are updated.

For more information contact us at https://support.easybooking.lk/.

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How do I set up notifications (email or SMS) for my staff?

We are sorry at the moment we are unable to provide that service. But we are hoping to add this feature shortly.

For more information contact us at https://support.easybooking.lk/.

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Client notifications for bookings through EasyBooking

How can I make aware customers about the appointments?

You can request to send booking reminders to your customers before each appointment via text message or email. To update this setting go to your Profile. 

 

Menu > Profile > Company Details

Under Booking Reminders you can set your preferences. Here simply toggle Send an SMS/email reminder to your customer to yes. You can also set within how many hours before their appointment the customers should be informed.

 

For more information contact us at https://support.easybooking.lk/.

 

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What reminders do my clients get when booking through EasyBooking?

All clients who book through EasyBooking will receive email communications for any appointment requested and confirmed through EasyBooking. Additionally the customer can opt into receiving text messages regarding their appointments within 24 hours before each appointment.

For more information contact us at https://support.easybooking.lk/.

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Can I customize the appointment emails that are sent to customers?

We are sorry at the moment we are unable to provide that service to customize the appointment emails that are sent to customers. But we are hoping to add this feature shortly.

For more information contact us at https://support.easybooking.lk/.

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Contacting your clients

Can I email my clients?

At this time you cannot email your clients on EasyBooking.  However, you can save your client’s email address in their profile, so when you need their email address you have it.  Simply add it to their profile and save.  You can also note which method of communication is preferred by your client so you know the best way to reach them.

For more information contact us at https://support.easybooking.lk/.

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Managing your clients appointments

Where can I see upcoming appointments?

You can see all your upcoming appointments from your account. Go to your Appointments.

Menu > Dashboard > Appointments

There you can see your upcoming appointments.

 


Appointments are sorted in order of appointment date and time. Status of the Appointments are also displayed, this is useful to see which appointments you still need to confirm.

For more information contact us at https://support.easybooking.lk/.

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Where can I see the past appointment history?

You can see a client’s appointment history from your account.

Menu > Dashboard > Appointments

Statuses of the Appointments are displayed here.

For more information contact us at https://support.easybooking.lk/.

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How do I cancel or reschedule appointments for a specific client?

You can cancel an appointment from your account.

 Menu > Dashboard > Confirmed

Click on the cancel button then your appointment will be cancelled.

For more information contact us at https://support.easybooking.lk/.

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How do I search for an appointment?

To find a client go to your dashboard and search your appointments by the reference number, or use the advanced search to search for your appointments by reference number, customer name, date, customer email, telephone number, status.

For more information contact us at https://support.easybooking.lk/.

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Managing your customer list

How do I add a new customer?

To add a new customer, go to customer page.

 Menu > Customer

Here you can add new customers providing customer name, email, and mobile number. And also you are able to delete any customer you want.

For more information contact us at https://support.easybooking.lk/.

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