In MoeGo, you can set various types of auto messages, reminders, and auto-replies to suit different situations. This flexibility allows you to automate communication, improve efficiency, and ensure your clients receive timely and relevant updates. Follow this guide to learn how to customize and manage your auto-messaging settings effectively.
Communication
Go to Settings> Auto Message (Communication)
In this section, you can set up different types of auto messages
Auto Message:
Appointment Updates: Automated messages sent for online bookings, appointment changes, and payment notifications.
Appointment Reminders: Reminders are sent automatically at your specified times to alert clients about upcoming appointments.
Additional Reminders: Other notifications, such as rebook reminders, pet birthdays, or requests to add a payment card on file.
Auto Reply:
Once enabled the auto reply, system will automatically responds to any message sent to you at the designated date and time, providing quick and consistent communication.
Note: Auto reply messages will only be sent to each client once within a 24-hour period.
Set Up Auto Message Templates
Click on an auto message template to edit.
Status: In the message editing page, you can enable or disable the message to control its effectiveness.
Client Receive: You can choose to send the message via SMS or email to the client.
Tips: You can also set up for specific client to only receive messages or SMS under their profile (please see more details here).
Applicable service types: Select specific "applicable service types" such as Grooming, Boarding, or Daycare to ensure the message template is sent only for appointments of the corresponding service type.
SMS/Email Template: Click on the SMS or Email template to start editing the content and add saved variables.
Add Variables: The saved variables will automatically insert the actual content into the sent message.
For example, variables like "Customer Name," "Store Name," "Pet Name," and "Start Time" will be replaced with the specific appointment and client information in the actual message.
You can click on "all variables" to view the full list of selections.
Click on "+Add new template" to add separate templates according to the service types.
You can set up different templates for grooming, boarding, daycare, and add as many templates as you want.
Note: If you have different templates for each service type, the auto message will follow this priority order: Boarding > Daycare > Grooming.
For example, if there are templates set for Boarding, Daycare, and Grooming, and an appointment includes all three services, the Boarding template will be sent to the client.
Appointment Updates
Confirmation Required Before Sending Auto Messages
Online Booking Request Accepted
The "Send Notification" confirmation window for "Online Booking Request Accept" will only appear when accepting a Boarding & Daycare booking request. You will see an "Accept" button next to the booking request.
For Grooming booking requests, the auto message will be sent automatically once you accept the booking. Instead of the "Accept" button, you'll see a "Schedule" button next to the request.
Online Booking Request Declined
If you enabled the "Online Booking Request Declined" auto message, the confirmation window will pop up and ask if you would like to send the update message.
Online Booking Request Move to Waitlist
If you enabled the "Online Booking Request Move to Waitlist" auto message, after moving the request to the waitlist, the confirmation window will pop up and ask if you would like to send the update message.
Currently Booking request for Boarding and Daycare does not support moving to the waitlist.
Appointment Booked
If you enabled the "appointment booked" auto message, an appointment created notice will pop up and ask if you would like to send the message.
Appointment Rescheduled
If you enabled the "appointment rescheduled" auto message, an appointment created notice will pop up and ask if you would like to send the message.
Appointment Cancelled
If you enabled the "appointment cancelled" auto message, an appointment created notice will pop up and ask if you would like to send the message.
Appointment moved to the waitlist
If you enabled the "appointment moved to the waitlist" auto message, a notice will pop up and ask if you would like to send the update message after you move the existing appointment to the waitlist.
Appointment Ready for pickup
🖥️ Desktop:
On the Desktop version, when you mark an appointment as "Ready" in the appointment details, a confirmation pop-up will appear asking you to confirm.
You can check the "Send Message" box to notify the client that their appointment is ready.
Please note:
On the desktop version, the system saves your last action for sending the "Ready for Pickup" message.
For example, suppose you previously selected to send the "Ready for Pickup" message when marking an appointment as ready.
In that case, the next appointment you change to "Ready" status will automatically have the "Send Ready for Pickup" message selected.
📱App:
On the app, marking an appointment as "Ready" prompts a confirmation pop-up.
Unlike the desktop version, options on the app include "Send Now," "Edit (2-way message)," "Update status only," and "Cancel."
Send Now: Automatically sends the "Ready for Pickup" message.
Edit (2-way message): Redirects to the message center to customize and manually send the message (counts as 2-way SMS).
Update status only: Changes the appointment status without sending any message.
Automatic Auto Messages
These auto messages will automatically be sent out without confirmation.
When an appointment is confirmed or canceled by the client
If these two auto messages are enabled, it will be sent to the client automatically after the client replies Y (to confirm) or N (to cancel) to an appointment reminder with the text content you customize.
Send a receipt when a ticket is fully paid
Once toggled on, the receipt will be automatically sent after the appointment invoice is fully paid.
This auto message will only be triggered once, and you can always manually send the receipt again if needed.
Note: Ensure {receiptLink} is included in the "Send Receipt Once Fully Paid" templates. This variable will insert the actual link in the message after sending.
Set up Reminders
Reminders will be sent automatically when certain conditions are met.
Click on the reminder and toggle on the status for it to be active
Under When to send, edit triggering conditions for sending a reminder
💡 To learn more about the different types of appointment reminders, please check Appointment reminders and Additional reminders for more details.
Set up Auto-Reply
Once Auto-reply is enabled, anyone who sends you a message will receive an auto-reply during the specified date and time. (The message will be sent once for each client within 24 hours)
Under the Auto reply section, toggle the status button to turn on/ off auto-reply.
Click the message template to edit the content.
Set up the "Date settings" and "Time settings" to adjust the auto reply's effective period.
Manual Auto Message Sending
You can go to the Appointment Detail, click on the "Message" button
You can manually send out auto messages like:
"Appointment is booked."
"Appointment is rescheduled."
"Appointment Reminder" (note: general reminder will be sent out)
"Ready for Pick up"
For other messages like Send ETA or Send Online Invoice link, please feel free to check out: Saved Reply
Further Reading: