How do I set up booking confirmations and reminders for my customers?

Customer booking messages live at Settings → Job bookings → Job notifications, in the Your customers section. There are three messages — Booking confirmed, Appointment reminder and Job completed — one for each point in a job where Sophiie messages your customer automatically.

The same page also carries a Notify the team on card, which sets the channels your team's new-job alerts go out on. Alerts about new inquiries are different again — they're set per team member at Settings → Inquiries → Inquiry notifications (see "How do I set up team member notifications in Sophiie?").

Steps

1. Go to Settings → Job bookings → Job notifications.
2. Turn on the master Send notifications switch first — it's off for a new account, and while it's off Sophiie sends none of these messages.
3. In the Your customers section, work through the three messages:

- Booking confirmed — sent when a booking is confirmed, whether Sophiie booked it straight away or you confirmed it from My review on the Jobs page. - Appointment reminder — sent at 5pm on the day before the appointment, in your business's timezone. The timing is fixed: you can switch the reminder off, edit its wording and choose its channels, but not change when it's sent. Jobs already in progress, complete or cancelled are skipped. - Job completed — sent when the job is marked complete.

1. Edit each message so it reads the way your business talks — each one can also be switched on or off individually.
2. Choose the channels per message. Each has its own Send by SMS and Send by email switches, so one message can go by text and another by email, or both. The Notify the team on card sets which channels Sophiie may use at all — a channel switched off there is hidden from every message, and that card can't be left empty.

Common Questions

Are these the alerts my team gets about new inquiries?

This page covers both your customers and your team, but not inquiries. The Your customers section holds the three messages Sophiie sends your customers, and the separate Notify the team on card sets which channels your team's new-job alerts go out on. Alerts about new inquiries are different again — they're set per team member at Settings → Inquiries → Inquiry notifications (see "How do I set up team member notifications in Sophiie?").

When does the Booking confirmed message go out?

Automatically, when the booking is confirmed — immediately if your confirmation mode is book straight away, or once you approve a soft-held booking from My review (see "How does Sophiie confirm bookings, and why do some need my review?"). The Notify customer action on a confirmed job's row menu lets you send the customer a message yourself, changing the wording first if you want. It doesn't replace the automatic Booking confirmed message — that one goes the moment the job is confirmed, so Notify customer sends an extra message on top of it. Job completed works the same way: automatic when the job is marked complete, with no manual alternative.

Is this where quote and invoice reminders live?

No — those have their own pages. Quote reminders are at Settings → Quotes → Quote reminders (see "How do I set my quote and invoice defaults?") and invoice payment reminders at Settings → Invoices → Payment reminders (see "How do I set up automatic payment reminders for unpaid invoices?").

Need More Help?

If your customers aren't getting their booking messages, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.