Streamline client management with new file attachments!
Managing client appointments just got even easier! We’re excited to introduce two powerful new features that will streamline your workflow and enhance your client interactions: File Attachments for Client Emails and Appointments.
What’s New?
📎 Attach Files to Client Emails
Gone are the days of manually sending waivers, consent forms, or intake documents separately. You can now attach important files directly to your confirmation and reminder emails. This ensures your clients have all the necessary information in one place, making appointment prep smooth and stress-free.
📂 Attach Files to Appointments
Stay organized like never before! You can now attach client-specific files directly to their appointments. Whether it’s signed forms, inspiration photos, or any other relevant documents, everything stays neatly and securely stored and easily accessible within each appointment.
How to Get Started
Getting started with these features is simple:
1️⃣ For Email Attachments:
- Log in to your Bookedin account or create one for free.
- Navigate to Settings > Email/Text Reminders.
- Add your files under Personalized Client Emails.
2️⃣ For Appointment Attachments:
- Fire up the trusty Bookedin mobile app or log in to the website
- Open the client’s appointment details.
- Upload your files directly within the appointment.
That’s it! You’re all set to improve your workflow and provide an even better experience for your clients.
Try It Today!
Ready to start using file attachments? Log in or sign up free now and explore these new tools that will help you save time and stay organized.
As always, if you have any questions, our support team is here to help.
Stay productive, stay organized, and keep delivering amazing client experiences with Bookedin! 🚀
