There are 3 automations that can happen in Maidily:

• Customer reminders (email and/or text message)
• Customer receipt (email and/or text message)
• Automatically charge jobs

Automating customer reminder notifications (email and/or text):

• Settings -> Booking forms & Communications -> Email communications -> Customer reminder email
• Toggle the 'Send job reminders automatically' switch to 'Yes'
• Choose if you would like to send reminders through email, text, or both
• Choose when you would like the reminder to go out (based on the service date and arrival time)

Automatically sending customer receipt (email and/or text message):

• Settings -> Booking forms & Communications -> Email communications -> Customer receipt
• Toggle the 'Send receipts to customer automatically' switch to 'Yes'
• Choose if you would like to send receipts through email, text, or both
• Choose when you would like the receipts to be sent (based on the service date and arrival time)

Automatically charging jobs:

• Settings -> General -> Automatically charge customers
• Toggle the 'Charging customers' switch to 'Yes'
• Choose when you would like your customers to be charged (based on the service date and time)

Considerations:

• Failed credit/debit card charges will be sent via email notification to your notifications email
• Jobs that do not have a credit/debit card selected will be counted as 'Paid' but will NOT have an actual card transaction occur
• Failed card charges can happen for any number of reasons such as: Insufficient funds, expired card, or invalid card details)

Relevant articles:

• Editing email communication templates
• Attaching a job checklist to confirmation & reminder emails

• How to change/set your arrival time
• Set up multiple reminders
• Selecting your free phone number

Need help? That's why we're here! help@maidily.com