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Clients & Marketing

What Your Clients Actually Receive

Every automatic message Perceny sends a client, when it fires, and how to make sure the right ones arrive.

Beginner6 minWeb dashboard

All of these live in Features Configuration → Communications, grouped and switchable per channel.

Around a booking

Confirmation — sent when the appointment is made, online or by you.

Reminder — sent ahead of the appointment, at the timing you configure. Your Custom policy text from the Appointment Settings tab is included here, which makes the reminder your best defence against a disputed fee.

Reschedule and cancellation notices — sent when the appointment moves or is cancelled. If you require approval for client-initiated changes, the client is told when the change is requested, not only when it is approved.

Confirmation requests — when Require Stylist Confirmation is on, the client is told the appointment is pending until the stylist confirms.

Around a visit

Ready / arrival messages — for walk-ins and check-ins, depending on your kiosk setup.

Thank-you message — sent after the visit. Its timing is not on the Communications tab: it is the Thank-You Message Delay (minutes) on the Appointment and Kiosk tabs. Auto-finish can close a ticket before the visit is really over, and the delay is what stops a thank-you arriving while the client is still in the chair.

Receipt — after payment.

Around money

Payment confirmations for charges, and notices for refunds.

Fee notices for no-shows and cancellations. Charge a fee without one and you are inviting a chargeback.

Deposit and prepayment confirmations at booking.

Ongoing

Reward progress — when a client is close to earning, and when they have earned. This one does real work: an unadvertised reward is a discount you gave away for nothing.

Review request — after the visit count set by Request Review After Client Visits.

Membership notices — renewals and status changes.

Marketing blasts — the ones you send by hand. See Run a marketing blast.

When a client says they got nothing

  1. Is the notification on? Check the group and the specific channel in Communications.
  2. Do you have the detail? No phone number means no text. This is the most common cause by a distance.
  3. Which channel? A notification can be on for email and off for text.
  4. Did they opt out? Opt-outs are honoured and are not overridable.
  5. Is it the wrong message? A rescheduled appointment sends a reschedule notice, not a fresh confirmation.

How many is too many

Every message is a small withdrawal from a client's patience. Keep the ones that prevent a wasted chair — confirmation, reminder, fee warning — and be sceptical about the rest. A client who mutes you keeps every future message from arriving too.

#Notifications#Clients

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