Reminder, you have an appointment with {{user.firstname}} {{user.lastname}} at {{event.time}} on {{event.date}}. Please Reply YES to confirm or call {{user.phone}} to reschedule.<\/code><\/pre>\n\n\n\nand gets translated into <\/p>\n\n\n\n![\"\"](\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2020\/10\/basic-sms-template.png\")
<\/figure>\n\n\n\nThe words surrounded with the {{ }} brackets are called “Fields”.<\/p>\n\n\n\n
Note the fields are replaced with your name, phone number and the proper meeting dates and times.<\/p>\n\n\n\n
There are a bunch of custom fields that you can use including title, location, etc… Visit the Fields Guide<\/a> for more information (you must be logged into the application to see this).<\/p>\n\n\n\nYou can also include rescheduling links, like so:<\/p>\n\n\n\n
Reminder, you have an appointment with {{user.firstname}} {{user.lastname}} at {{event.time}} on {{event.date}}. Please Reply YES to confirm or go to {{event.reschedulelink}} or call {{user.phone}} to reschedule.<\/code><\/pre>\n\n\n\nThis translates to:<\/p>\n\n\n\n![\"\"](\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2020\/10\/sms-text-rescheduling.png\")
<\/figure>\n\n\n\nThe rescheduling link (in blue above) will automatically allow your customers to reschedule themselves! If the appointment was booked via a GReminders booking link, the availability that the invitee sees is the same as when they originally booked. If the appointment was manually scheduled, the invitee will see the scheduled that is marked as your Primary schedule in your Working Hours<\/a>. It’s a Super easy way for your customers to reschedule with you with a few clicks. Read more on this here.<\/a><\/p>\n\n\n\nOk now that we understand the basics of SMS Templating, let’s talk about Email Templates<\/p>\n\n\n\n
Email Templates<\/h3>\n\n\n\n
Email templates don’t have quite as high of an engagement rate as SMS’s do, but sometimes you don’t need that. For example, if you just want to notify your client that a meeting or appointment was booked, just use Email Templates.<\/p>\n\n\n\n
Email allows for quite a bit of customization. GReminders allows for HTML markup (but don’t go crazy).<\/p>\n\n\n\n
Email HTML is a complex topic so we limit the customization to the most common HTML attributes. Don’t know any HTML? HTML is super easy. For example, if you want to bold something in your HTML you can do:<\/p>\n\n\n\n
<strong>This is Bold<\/strong><\/code><\/code><\/pre>\n\n\n\nTurns into: This is Bold<\/strong><\/p>\n\n\n\nWatch this super basic Khan Academy video<\/a> for some basic instructions.<\/p>\n\n\n\nWe also support Images and other simple markup. <\/p>\n\n\n\n
So a template such as this one:<\/p>\n\n\n\n
<div style=\"text-align: center;\"> <img src=\"https:\/\/upload.wikimedia.org\/wikipedia\/commons\/thumb\/9\/9c\/Dunder_Mifflin,_Inc.svg\/1200px-Dunder_Mifflin,_Inc.svg.png\" style=\"width: 200px; height: 100px;\" \/> <\/div> \n\nHi,\n\nReminder, you have an appointment with {{user.firstname}} {{user.lastname}} at {{event.time}} on {{event.date}}. \n\nIf you cant make it please go to <a href=\"{{event.reschedulelink}}\">{{event.reschedulelink}}<\/a> or call {{user.phone}} to reschedule. \n\nWe appreciate your Business, \n\n{{user.firstname}} {{user.lastname}} \n<a href=\"#\">Dunder Mifflin<\/a> \n\nTel: {{user.phone}}<\/code><\/pre>\n\n\n\nconverts into:<\/p>\n\n\n\n![\"\"](\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2020\/10\/email-template.png\")
<\/figure>\n\n\n\nNow I am sure you can get more advanced with the templates. But this should give you a good idea of how this works. <\/p>\n\n\n\n
You can also embed Web Meeting Links into templates such as Zoom<\/a>, GoToMeeting<\/a>, Webex<\/a>, Google Meet<\/a>, Microsoft Teams or Skype<\/a>.<\/p>\n\n\n\nWe auto-detect web meeting links and you can use them in your templates. Now not all meetings have web meeting links, so it doesn’t make sense to include them in all your meetings. You can actually do IF THEN logic in your Templates.<\/p>\n\n\n\n
GReminders uses the Liquid Templating Library<\/a> to render Templates. So all the functionality that comes with it is automatically embedded in GReminders Templating.<\/p>\n\n\n\nSo if you want to include a Zoom link in your Reminder you would do something like this:<\/p>\n\n\n\n
{% if event.zoomlink %} Join my Zoom Meeting at: {{event.zoomlink}} {% endif %}<\/code><\/pre>\n\n\n\nBasically what this says is that if we see a Zoom link then render “Join my Zoom meeting at: https:\/\/zoom.us\/j\/xxxxxxx”. If we don’t see a Zoom link then don’t include this in the Notification. <\/p>\n\n\n\n
Putting it all Together. With a SMS Template like this:<\/p>\n\n\n\n
Reminder, you have an appointment with {{user.firstname}} {{user.lastname}} at {{event.time}} on {{event.date}}. {% if event.zoomlink %}Join here: {{event.zoomlink}}{% endif %} Reply YES to confirm<\/code><\/pre>\n\n\n\nAnd assuming you had a Zoom Meeting associated with your Appointment\/Event the Reminder would look like:<\/p>\n\n\n\n![\"\"](\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2020\/10\/join-zoom-meeting.png\")
<\/figure>\n\n\n\nIf it didn’t it would automatically pull out the “join here https:\/\/zoom….” part and just show:<\/p>\n\n\n\n![\"\"](\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2020\/10\/wo-join-zoom-meeting.png\")
<\/figure>\n\n\n\nPretty simple right?<\/p>\n\n\n\n
How about Follow ups?<\/p>\n\n\n\n
Follow up Templates<\/h3>\n\n\n\n
Appointment follow up notifications are great to collect feedback, remind clients to schedule their next appointment or collect reviews! Here is a sample HTML email template for you:<\/p>\n\n\n\n
Thanks for coming in today. Our business thrives on Online Reviews. \n\nIf you had a great experience we would love a Review on <a href=\"https:\/\/www.yelp.com\">Yelp<\/a> or <a href=\"https:\/\/www.google.com\">Google<\/a>. \n\nYou might also consider signing up for our mailing list to get special promotions and hear about our latest Events. \n\nThanks Again, \nMichael Scott\nDunder Mifflin<\/code><\/pre>\n\n\n\nThis email looks something like:<\/p>\n\n\n\n![\"\"](\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2020\/10\/follow-up-sms-review.png\")
<\/figure>\n\n\n\nSpecial Date \/ Time Syntax<\/h3>\n\n\n\n
If you want to use a special date or time syntax that is not out of the box you can formulate your own date\/time structure using some “code”. <\/p>\n\n\n\n
You can use the<\/p>\n\n\n\n
{{event.date_time_advanced | date: \"%A %b %e, %l:%M%P\"}}<\/code><\/pre>\n\n\n\n where the %A %b %e, %l:&M&P will get converted into Sunday May 30, 3:30pm. You can learn more about these codes here<\/a>.<\/p>\n\n\n\nYou can also force a Timezone via code that looks like:<\/p>\n\n\n\n
{{event.date_time_advanced | datetz: \"America\/Los_Angeles\", \"%A %b %e, %l:%M%P\"}}<\/code><\/code><\/pre>\n\n\n\n Where you specify the Timezone. View valid Timezones here<\/a>.<\/p>\n\n\n\nUsing Answers to Questions in Event Types in Templates<\/h3>\n\n\n\n
If you use Event Types to Schedule Meetings<\/a> and want to use the answers to custom questions<\/a> in your Templates you can do so by selecting the Question Variable from the Insert a Variable drop-down when editing your Event Type.<\/p>\n\n\n\n