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 needed before sending the below auto messages:
Online Booking Request Accepted
Online Booking Request Declined
Online Booking Request Move to Waitlist
Appointment Booked
Appointment Rescheduled
Appointment Cancelled
Appointment moved to waitlist
Appointment is ready for pickup
Online Booking Request Accepted
The "Send Notification" confirmation window for "Online Booking Requst 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 enable the "Online Booking Request Declined" auto message, confirmation window will pop up and ask if you would like to send the update message.
Online Booking Request Move to Waitlist
if enable the "Online Booking Request Move to Waitlist" auto message, 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 move to 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 Ready for pickup
When marketing appointment with ready status in the appointment detail, a notice will pop up asking you to confirm marking the appointment as ready, and you can check "send message" box to send out the message.
Please note: The system saves your last action for sending the "Ready for Pickup" message.
For example, if you previously selected to send the "Ready for Pickup" message when marking an appointment as ready, the next appointment you change to "Ready" status will automatically have the "Send Ready for Pickup" message selected.
Auto Messages sent out automatically without confirmation
When an appointment is confirmed by client
When an appointment is cancelled by client
Send Receipt Once fully Paid
When an appointment is confirmed or cancelledby 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 receipt when a ticket is fully paid: Once toggle on, the receipt will be automatically sent after client's first full payment. It will only be triggered once, and you can always send the receipt again manually if needed.
Set up Reminders
Reminders will be sent automatically when certain conditions are met.
Switch the <toggle> under control to turn on or off a certain reminder
Click on a message to <edit> it
Under When to send, edit triggering conditions for sending a reminder
💡 To learn more about 3 types of appointment reminders, please click here
Set up auto-reply
Anyone who sends you a message will receive an auto-reply if you have turned it on.
Under the Auto reply section, switch the <toggle> to turn on or off auto-reply.
Click on a message to <edit> it.
Edit the start date and end date to adjust the auto reply's effective period.
Manually Sending Auto message
Other Auto Message
Send ETA: For mobile business, you may set up the"Send ETA" message and trigger this message by clicking the contact icon on the appointment and selecting "Send ETA" on the MoeGo App.
Send invoice to pay online: When sending an invoice to client to pay online, a pop up notice will ask you to confirm to sent it via message or email. You can also edit the message text and select the contact number to sent if there are multiple contacts on client's profile.
