Distribution Lists – Creating  

This post has info on creating and sending appointment reminders to distribution lists through the website.

  • You can create distribution lists through the website by selecting the customers that you want on that particular list (e.g. VIP Customers, California Customers, 4th of July Sale, etc…)
  • You can use distribution lists to send bulk reminders to let your customers know about upcoming sales, events, or notices.By default you have a distribution list called “All Customers”.
  • You can create a distribution list for upcoming customers by creating the list for customers with appointments during a specified timeframe.
  • Setting up a reminder to the “All Customers” list will notify all of your customers. You cannot edit or delete this list.

To get to the “Distribution List” page, ensure that you are logged into your account. Then find either the “MY COMPANY” box in the upper right hand corner or the “Account Navigation” link. Click on either of these to show the page drop-down list. Then click on “Distribution Lists”.

To create a new distribution list, enter a list name and press the “Create” button.

Once you have created one, it will appear in the list below. Click on the pencil icon to add customers to it.

Distribution Lists

If there are customers on the list they will appear here. Click “Add More Customers” to add more customers to the list.

 Add customers to distribution list

You can search and add customers by name, or search for customers with appointments within a certain timeframe

To add or remove customers from the list, click on the edit (pencil) icon.
To remove customers, select them and press Remove.
To add customers, click on “Add More Customers”. This will display all the customers that are NOT on the distribution list. To add them, select the “add” checkbox and press “Add”.

 Find customers to add to distribution lists

Once you have created and added customers to a distribution list, you can send a reminder or quick text to that list

To send an appointment reminder to a distribution list, first go to the distribution list page.

To get to the “Distribution List” page, ensure that you are logged into your account. Then find either the “MY COMPANY” box in the upper right hand corner or the “Account Navigation” link. Click on either of these to show the page drop-down list. Then click on “Distribution Lists”.

Next, find the distribution list that you want to send a reminder to and click on the calendar icon.

Then, click “Schedule Reminder” to schedule a new reminder to the list.

You should now see the following screen:

  • Reminder Type: The Reminder Type that you wish to send to the list
  • Appointment Date: The appointment date (not the date the reminder will go out)
  • Appointment Time: The time of the appointment (even if this isn’t in the reminder, you will still need to enter some value here)

*Note – The reminder will go out whenever it is set to go out (defined in the “Reminder Type” settings) in relation to the appointment date.

Finally – Press Create to finish scheduling the reminder for the distribution list.

To learn how to schedule a “Quick Text” to a distribution list, click here.

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