Notifications are half the reason clients show up. With no message, a booking made two weeks ago vanishes from memory. With instant confirmation, a reminder the day before and a review request the day after, no-shows drop and you collect fresh reviews without chasing each one by hand.
This guide walks you through every toggle, what each one sends, when it sends it, and the decisions to make before turning them on (especially the review request, which only makes sense once your links are in place).
Where the notifications live
Go to Settings from the dashboard side menu and scroll down to 'Confirmations & reminders'. It's organised in three blocks: client notifications, internal notifications (for bookings you create), and the review request with a list of platforms. All in one card, with 'Save' at the bottom.
Client notifications: what each one sends
These are the toggles in the main block. Each one controls one automated message sent to the end client (not to you).
Internal notifications: emails for you and the team
There are two separate toggles under 'Bookings created by the business' that control what the client receives when you (or your team) create the booking from the calendar, instead of the client self-booking online. The split exists because the flows are different: in a public booking the client is waiting for the confirmation email; in a phone booking they already confirmed verbally and might not need another message.
Email vs WhatsApp: which channel for what
The two channels cover different things and don't compete. This table shows what each one is for, and what's available on which plan.
| Notification | ||
|---|---|---|
| Instant confirmation after booking | Available on all plans | Not available (confirmation goes by email) |
| Reminder before the booking | All plans (independent toggle) | Pro+ (locked on lower plans) |
| Cancellation by the client | All plans | Not available |
| Post-service review request | All plans | Not available |
| Confirmation for bookings you create | 'Bookings by the business' toggle | 'Bookings by the business' toggle (Pro+) |
| Quiet hours (10pm-8am) | No restriction (email isn't intrusive) | Enforced: timing shifts outside the window |
Setting up from scratch: 5 steps
Open Settings and scroll to 'Confirmations & reminders'
It's the section with the bell icon. You'll see all toggles in one card, grouped by type (client, internal, review).
Turn on the client toggles that make sense
Baseline: confirmation, cancellation and email reminder on. Without these, public-page bookings stay silent and clients might worry their booking didn't go through.
Decide on WhatsApp (if you're on Pro+)
Turn on the WhatsApp reminder if you want to push no-shows down more aggressively. Consider leaving email and WhatsApp both on: the system only sends one reminder per booking (WhatsApp wins).
Configure the review request
Turn on 'Review request' and use the 'Add platform' button for every site where you want reviews. Paste the direct link to your page on each. At least one platform is required for the toggle to save.
Hit Save
The 'Saved' toast appears. Changes take effect immediately: the next booking that lands follows the new rules. Bookings created before the change keep whatever was configured at creation time.
Review request: links and platforms
By default the review request is off. Before turning it on, prepare at least one link. Supported platforms are the main ones for service businesses: Google Maps, Tripadvisor, Yelp, Facebook, Trustpilot, Instagram. There's also an 'Other' option for any site outside the list (Booking, niche directories, local networks).
- Google Maps: the 'ask for a review' link from your business panel. Opens straight to the star screen.
- Tripadvisor: the official page for your venue. Client signs up or logs in to leave a review.
- Yelp: your business page on yelp.com (or the local domain).
- Facebook: your official page, in the 'Reviews' section.
- Trustpilot: the review-invite link or your public page.
- Instagram: typically a 'tag us in a story' call to action rather than a formal review.
- Other: any custom URL with a free-text name (e.g. 'Our Booking page').
When each notification fires
- Client confirmation: right after the booking is created (public or internal, depending on toggles).
- Client cancellation: when the client cancels via the confirmation email link. Cancellations you trigger from the calendar have a separate flow.
- Reminder (email or WhatsApp): typically 24 hours before for multi-day-ahead bookings, slides closer for same-day. Minimum 3 hours of lead time or no reminder fires.
- Review request: when you finalise the sale at checkout and the booking turns to 'completed'. Doesn't fire for cancelled or no-show bookings.
FAQ
The client didn't receive the confirmation email. What do I check?
Four things, in order. First: is the 'Confirmation email' toggle on in Settings? Second: does the client have an email on file (without it, no send is possible)? Third: did it land in spam or promotions (happens on new Gmail accounts)? Fourth: was the booking actually created (check the calendar or List view)? If everything checks out, reach out with the booking ID.
Can I send a WhatsApp reminder on the free plan?
No. WhatsApp has a direct Meta cost per send, so it's reserved for Pro and Enterprise. On Free and Starter the toggle is locked with a 'Pro' chip. Worth knowing: email reminders work well in most cases. The marginal gain from WhatsApp exists but isn't huge if your client typically opens email.
I turned on email and WhatsApp at the same time. Does the client get two reminders?
No. The system sends one reminder per booking. If both are on, WhatsApp wins (more immediate channel) and the email isn't fired for that booking. The initial confirmation and the review request still go out by email as usual.
Can I edit the email copy?
There's no template editor in the dashboard today. Emails follow a stable template, translated into PT and EN based on client preference, with your logo, brand colour and business name. If you need very custom copy, let us know: we're gathering requests for a future templates feature.
How do I know if the review request was sent to a client?
Internally, the system stamps the booking with 'review_request_sent_at' as soon as the send goes through. That field isn't surfaced in the UI today, but we guarantee no duplicates: each booking gets at most one request. If you want to verify for a specific booking, open the client panel and look at past bookings with 'completed' status.
Can I turn everything off for a period (holidays, refurb)?
Yes. Manually flip the toggles you don't want and Save. There's no scheduling yet (toggles don't have a 'turn back on' date). For holidays, a better path is to close booking on the public page via your business hours or calendar blocks, rather than touching notifications.
Best practices
- Always keep the confirmation email on. It's the reference clients use to arrive on time, at the right place.
- Turn on the reminder: the biggest lever for cutting no-shows is having any reminder at all, more than the channel.
- Set up the review request on day one. Every completed booking without this toggle on is a review lost.
- Put Google Maps first in the platform list. It carries the most weight for local SEO.
- For phone-created bookings, deliberately decide whether to email the client (the 'bookings by the business' toggle). There's no universal answer, it depends on the relationship you have with each client.
Next up
Notifications are one piece of the funnel. These guides round it out:
- How to create a manual booking from the calendar: where the internal confirmation comes into play.
- Manage bookings from the public page: the other side, where the automatic confirmation fires.
- Reschedule and cancel bookings: what the client sees in the cancellation email and when they can self-serve.