Automatic texts and emails

This table lists each automatic message a customer can receive. The texts need the texting add-on. See Text messaging.

These alerts are emails. New texts and signed agreements can also arrive as push notifications in the MeridianOS™ app. See Notifications.

On the Settings tab of Messages, the Customer texts card lists the texts your website sends customers. There are ten kinds. Each row shows whether Automatic is on or off, and every one starts off.

• Booking confirmation has two templates: Booking confirmation text and Booking request text.
• Invoice texts have two templates, Invoice sent text and Overdue reminder text. Both carry a pay link.
• Estimate texts link to the estimate online. Agreement texts carry a secure link to review and sign.
• The job completed text adds a payment link when a balance is due.
• When a text with a link runs long, MeridianOS™ falls back to shorter wording so the pay or signing link is never cut off.

Open a text to edit it. The editor has these options:

Estimates, invoices and agreements are sent by you, one at a time. For these, Automatic means Text message starts checked each time you send. You can always check Text message by hand in the send dialog.

There is no automatic text that tells a customer you are on the way. Send that one yourself from the inbox or the Messages card on the job.

In Settings, the Customer emails card has a switch for each automatic email.

• The lead form confirmation is a We received your message email.
• Booking emails cover an appointment that is booked, requested, confirmed, declined, moved or cancelled. Each has a button: Reschedule or cancel, View your appointment or Book another time.
• Estimate emails list the line items, attach the PDF and include a View Estimate button.
• Invoice emails list the line items, attach the PDF and include a View & Pay Invoice button. A paid invoice sends as Paid invoice.
• The job completed email has a pay button when a balance remains. The payment receipt itemizes any tip and processing fee.

The Invoice reminders card automatically emails customers about unpaid invoices and repeats until each one is paid. Set Remind after (days unpaid) and a Send at time. Reminders go out once a day.

Automatic emails use a fixed layout with your business name and phone number. Their wording cannot be edited. Only the texts have wording you can change.

• Each customer page has an Automatic notifications switch. On, it reads Gets job, invoice, and payment updates. Off, it reads Gets no automatic updates.
• Automatic texts respect each customer's notification preference, and every text respects STOP replies.
• Booking and lead form texts go only to people who agreed to texts on the form.
• A customer gets at most one review request every 90 days, even if someone on your team types the review link into a text by hand. Review requests go by text only. See Review requests.
• An email address on a domain that cannot receive mail is caught before sending.
• Without the texting add-on, customer notifications go out by email only.

Email Log records the emails your website sends, including alerts to your own team. The page shows how many emails have been sent. Before the first one, the page reads Emails sent from your website will appear here.

• The columns are Sent, Subject, To, From, Source and Preview.
• Search with Search subject, to, or from, or narrow the list with the Source filter. More rows load as you scroll.
• Select a row to preview the exact email, with the file names of any attachments.

Source tells you what kind of email each one is. The labels are Contact form, Contact confirmation, Booking confirmation, Appointment reminder, Booking alert, Estimate, Invoice, Invoice reminder, Job scheduled, Job completed, Payment receipt, In-person payment receipt, Declined payment record, Invoice paid alert, Payment alert, Agreement invite, Agreement signed alert, Agreement signed copy, Marketing campaign, Marketing test, SMS alert and Review alert.

The log records what was sent. It does not show whether an email was delivered, opened or bounced.