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Communications & Messaging FAQ

Communications & Messaging FAQ

General questions

What notification channels does Petboost support?

Petboost messages your customers by email and by SMS.

  • Email carries the detail: booking confirmations and changes, reminders, receipts and refunds, with your logo and business details. Each booking email has an Add to Calendar button, because Petboost sends no calendar invitations.

  • SMS carries the short, time-sensitive messages: reminders, booking confirmations and changes, payment alerts and payment links. With Communications Booster, customers can text you back, and your team can text them from Messages.

Email is included on every plan. SMS is included on Business Pro, Business Flex and Business Max, and Calendar Lite sends email only. The pet owner app shows customers their bookings, but Petboost does not send notifications inside it.

When are notifications sent automatically?

Petboost sends each message when its event happens, as long as the switch that controls it is on. Notifications in Settings lists every message by stage, with its switch and a Preview.

When

What the customer receives

The switch on Notifications

A booking is made, by your team or online

A confirmation email and text. A booking that waits for your approval gets a text saying the request was received

Email the customer: booking updates and Text the customer: booking confirmation

You accept or decline a booking request

An email and a text

Email the customer: booking updates and Text the customer: booking changes

A booking is rescheduled

An email and a text with the old and new times

Email the customer: booking updates and Text the customer: booking changes

A booking's price changes

A text

Text the customer: booking changes

A booking is cancelled, by you or by the customer

An email and a text

Email the customer: booking updates and Text the customer: booking changes

At the Reminder Time before the appointment

A reminder email and text, and a second reminder if you set one

Email the customer: reminders and Text the customer: reminders, and for the second, Email the customer: reminders (2nd) and Text the customer: reminders (2nd)

Fridays at 2pm, business time

An email about each confirmed booking from Saturday to the following Friday

Email the customer: Friday reminder

74 hours before the appointment, when pre-hold funds is on

A heads-up email, 2 hours before the pre-authorisation hold

Email the customer: pre-auth heads-up

A payment is processed, or a refund issued

A receipt or refund email

Email the customer: booking updates

A pre-authorisation or a payment is declined

An email, and a text that always sends

Email the customer: booking updates, for the email

About 30 days before a vaccination expires

An email and a text

Email the customer: vaccination expiry and Text the customer: vaccination expiry

You reject a vaccination certificate

An email and a text

None: they always send

30 days and 7 days before a saved card expires, when the customer has an upcoming visit or a membership in use

An email

None: it always sends

A form is sent with a booking

An email and a text

Email the customer: intake form request and Text the customer: intake form request

New accounts start with the booking confirmation and change messages off. Email the customer: pre-auth heads-up is on by default, but a new business account starts with it off too. On a trial, automatic reminders do not send until the trial ends.

A service keeps its own copy of most of these switches, on its Notifications tab, and a customer's Settings & Overrides tab can turn their own messages off. Rebooking reminders, abandoned booking recovery texts and membership emails have their own sections on Notifications, under Advanced options. The alerts Petboost sends you, such as Text you: new booking alert, Customer Note Alert (Business) and Email you: payment declined, are in Business Communications.

What's the difference between Communications Booster and standard notifications?

Standard notifications, included in Business Pro, Flex and Max, are one-way automated texts, such as reminders, booking confirmations and payment alerts. Customers cannot reply to them. Communications Booster, an add-on for Business Pro, Flex and Max, turns SMS into two-way messaging. An Enterprise plan includes two-way messaging.

Feature

Standard notifications

Communications Booster

Automated reminders, booking confirmations and payment alerts

Yes

Yes

Customers can reply

No

Yes

The number customers see

A number Petboost shares between businesses

Your own dedicated Australian +61 mobile number

2-way SMS inbox

No

Yes, on Messages

One conversation per customer, with its history

No

Yes

Texts you write yourself

No

Yes

Bulk SMS with Mass Text and Bulk Send

No

Yes

Confirmation replies (Y/N) and rebooking reminders

No

Yes

Extra SMS credits each month, pooled with your plan's

No

Yes

Inbound messages

Not received

Free

What triggers each automated notification?

Most messages go out when something happens to a booking. The rest go out at a set time, or when your team sends them.

  • At a set time: reminders at your Reminder Time before the appointment, the Friday reminder at 2pm on Fridays, the pre-auth heads-up 74 hours before the appointment, vaccination expiry reminders about 30 days before the expiry date, card expiry emails 30 and 7 days before the card expires, and rebooking reminders at 10am. Petboost checks for due reminders every 15 minutes.

  • When something happens: a booking is made, accepted, declined, rescheduled, re-priced or cancelled, a payment is processed, declined or refunded, or a form is sent with a booking.

  • When your team sends it: Send Reminder Notification, Resend Booking Confirmation (not on a class booking), Send Pick-up SMS, Send Drop-off SMS (Send On Our Way SMS on a mobile booking) and Send Late SMS: 15-30 min, all on a booking's Manage menu. See Can I manually send a notification?

A text reminder that falls due between 11pm and 4am, business time, is not sent. The email reminder still is. For the switch behind each message, see When are notifications sent automatically?

SMS questions

How do I SMS a single client?

Texting one customer in your own words needs Communications Booster, an add-on for Business Pro, Flex and Max. Standard notifications are automated only.

  1. Open Messages.

  2. Select the customer's conversation. If they do not have one yet, select New and choose the customer under To.

  3. Type your message.

  4. Press Enter, or select the send arrow. In a new conversation, select Send Message.

You can only message customers who are already in Petboost, not any phone number. Each message uses one SMS credit per segment: a segment holds 160 characters, or 70 when the message holds an emoji, and a longer message is sent in parts that each use a credit. Petboost counts the segments under the compose field as you type. The message sits in the customer's conversation beside the automated texts they have received.

Without Communications Booster, you can still send the fixed texts on a booking's Manage menu, such as Send Late SMS: 15-30 min, but you cannot write your own. See Can I manually send a notification? To turn on Communications Booster, see How do I set up two-way SMS conversations?

How do I change which phone number customers see?

The number your texts come from depends on Communications Booster:

  • Without it, texts come from a number Petboost shares between businesses. They end with your business name and "(no-reply)", and a reply to that number does not reach you.

  • With it, once your business is verified, texts come from your own dedicated Australian +61 mobile number, automated texts included. Customers can reply to it and save it as your number.

Your business contact number is separate. It is the Business Phone on Business Details, which Petboost shows customers on your booking page, invoices and booking emails, and which your business alerts are texted to. Changing it does not change the number your texts come from.

  1. Under Basic Information, change Business Phone.

  2. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

How much does each SMS cost?

SMS is included in your plan at no extra charge, up to your monthly allocation:

Plan

SMS Included

Calendar Lite

None (email only)

Business Pro

500/month

Business Flex

700/month

Business Max

1,000/month

Each outbound SMS uses 1 credit per segment, as SMS credits explains. Inbound messages (customer replies via Communications Booster) are always free.

If you exceed your monthly allocation, buy an SMS credit pack under SMS Top-up Credit Packs in Settings, then SMS:

Pack

Credits

Starter

100

Growth

250

Business

500

Power

1,000

Each pack's price is on its button, with the price per credit under the pack's name. Pack credits never expire and can be set to auto top-up when your balance runs out. Credits from packs are pooled with your plan's included SMS and any Communications Booster credits. Plan allocation credits that go unused do not roll over to the next month.

Check your usage in Billing.

See SMS Credits and Usage for full details.

Why did my SMS credits get used up so quickly?

Credits usually run down faster than expected for one of these reasons:

  • Bulk sends. A bulk message uses credits for every recipient, so one announcement to 200 customers uses at least 200 credits, and more if it runs to a second segment.

  • Two text reminders. With a first and a second reminder both going by SMS, each appointment uses two reminder texts.

  • A busy period. Reminders, booking confirmations and payment alerts all use credits, so more appointments means more texts.

  • Long messages. A text over 160 characters, or over 70 with an emoji, is sent in parts, and each part uses a credit.

  • Conversations. Each message you send from Messages uses credits, one per segment. Replies from customers are free.

To see which texts are using your credits:

  1. Open Billing and choose SMS Usage.

  2. Select Run 14-Day Breakdown, or choose 7 days, 14 days, 21 days or 28 days.

  3. Under What used your credits, select a setting to see each text it sent, the credits it used and the booking it was about. Select Change setting to go to the switch for those texts.

SMS Usage lists every text you sent, bulk sends and the messages you type on Messages included, on the day each was sent. Deep Dive on the SMS Usage Breakdown card on SMS opens the same tab.

To use fewer credits:

  • Use email for non-urgent messages. Email is included at no extra cost.

  • Send one reminder by text and the other by email, such as a same-day reminder by SMS and a 24-hour reminder by email.

  • Target bulk sends at the customers they are for.

  • Turn on Auto top-up under SMS Top-up Credit Packs on SMS, so the next SMS after you run out buys the pack you selected.

Why didn't my customer receive an SMS?

A text can fail to arrive for any of these reasons:

  • The phone number on the customer's profile is wrong, incomplete or not a mobile. Petboost does not text a landline.

  • The customer replied STOP to a text from that number.

  • The message is switched off: on Notifications, on the service's Notifications tab, or for this customer on their Settings & Overrides tab.

  • Your SMS credits have run out and Auto top-up is off. SMS then shows a red line saying texts have stopped, with Turn on auto top-up.

  • Your account is on a trial, when automatic reminders do not send.

  • A text reminder fell due between 11pm and 4am, business time. The email reminder still went.

  • The customer had already received five automated texts from you that day.

  • The customer's carrier rejected the message, or the customer has blocked texts.

Check in this order:

  1. Open Customers & Pets and select Manage on one of the customer's pets.

  2. On Pet & Owner Details, check the phone number is their mobile, starting with 04 for an Australian number.

  3. Open Settings & Overrides and read What they receive today and the Communication Preferences card.

  4. Open Notifications and check the message is switched on.

  5. Check the credits left on the 1-way SMS card on SMS in Settings.

  6. Open the booking and read its Activity Log tab, which shows whether the text was sent, was not sent or is still to come.

  7. Book a test appointment for your own mobile number to see what customers receive.

  8. If the text still does not arrive, select Get Help to chat with our team.

What is a TWVerify / "Your verification code is" message in my Messages inbox?

That is traffic from an SMS provider, not a client conversation. Login and phone-verification codes can land in Messages after an SMS provider change. You can ignore it, and do not reply to it as if it were a customer.

Automated reminders and real client replies still appear in the same inbox when you have Communications Booster. A six-digit "Your verification code is" line from TWVerify, or a similar sender, is not one of those.

Can customers reply to automated SMS messages?

Only with Communications Booster.

Without it, automated texts come from a number Petboost shares between businesses, and end with "(no-reply)" after your business name. A reply to that number does not reach your business.

With it, automated texts come from your dedicated number and sit in the customer's conversation on Messages. If a customer replies to a reminder, the reply arrives in Messages and your team can answer it, so customers can ask about their appointment by replying.

With Confirmation Reply (Y/N) on, under Reminder Rules on Notifications, reminder texts also ask the customer to reply Y or N. It needs an active dedicated number and applies to the whole business. See Can customers confirm appointments by replying to SMS?

Can customers opt out of SMS?

Yes. When a customer replies STOP to your dedicated number, Petboost turns off their business updates, marketing and rebooking reminders straight away, and every later bulk send and rebooking reminder skips them. Other opt-out replies do the same: UNSUBSCRIBE, CANCEL, END, QUIT or OPT OUT on its own, or a message such as "remove me" or "stop texting".

A STOP reply also stops texts from that number reaching the customer at all, booking texts included. Their emails keep going.

Replying START does not opt a customer back in. Petboost does not act on START, so their preferences stay off until the customer or your team turns them back on. And once a customer has replied STOP, texts from your number reach them again only after they text START to that number, which your team cannot do for them. See Can I re-enable notifications for an opted-out customer?

A customer can also opt out of marketing only. They then still receive booking texts and business updates.

Your team can turn off reminder and update texts for one customer on the Settings & Overrides tab of their profile. See How do I turn off SMS reminders for a specific customer?

How do I turn off SMS reminders for a specific customer?

Do this for a customer who wants their reminders by email only, or no reminder texts at all.

  1. Open Customers & Pets and select Manage on one of the customer's pets.

  2. Open the Settings & Overrides tab.

  3. Under Reminders & Updates, switch off Text the customer: reminders. If needed, also switch off Text the customer: booking confirmation or Text the customer: booking changes.

  4. Select Save Changes.

The changed row shows Own value, and What they receive today, at the top of the tab, shows the result. A customer's setting takes precedence over your business and service settings. The email switches sit beside the text ones. The Communication Preferences card on the same tab covers business updates, marketing and rebooking reminders, not booking texts.

Once the texts are off:

  • The customer no longer receives them. Payment-declined texts still send.

  • Emails carry on, so the customer still receives their appointment details by email.

  • With Communications Booster, you can still message them from Messages, because the switches cover automated texts only.

To turn reminders off for a whole service instead, see Can I disable reminders for certain services?

Why are some SMS messages showing as "queued"?

Queued is the status of a Mass Text in Announcement History before it starts sending. A single message on Messages shows a tick when sent, a ticked circle when delivered, and a red mark when it fails.

A bulk send goes out in the background, and a bar at the top of the conversation list shows its progress, with View. If a Mass Text stops part-way, resume it:

  1. Open Messages, select the arrow beside New, then Send History. On a phone, select History on the bottom bar.

  2. In Announcement History, select the send.

  3. If it reads Send interrupted or Send still running, select the Resume remaining button, which counts the messages still to go.

A send can also skip a customer at the moment their message is due: when their consent changed after you selected them, when they have already had five texts that day, when their account cannot be found, or when your monthly SMS limit is reached.

Does Petboost support 2-way SMS?

Yes, with Communications Booster, an add-on for Business Pro, Flex and Max. It gives you:

  • A dedicated Australian +61 mobile number for your business

  • A 2-way SMS inbox on Messages, where customers reply to you directly

  • The whole conversation with each customer, with automated texts such as reminders and payment alerts beside your own messages

  • Extra SMS credits each month, pooled with your plan's allocation

  • Free inbound messages

Without Communications Booster, texts are one-way: reminders, alerts and payment links. To set it up, see How do I set up two-way SMS conversations?, and for the full detail, Communications Booster and 2-Way SMS.

How do I set up two-way SMS conversations?

Two-way SMS needs Communications Booster, which is available on Business Pro, Flex and Max. On Calendar Lite, upgrade first: the card reads Communications Booster needs a Pro, Flex or Max plan, with See plans.

  1. Open Settings, then SMS.

  2. On the card that reads Communications Booster is off, select Activate Communications Booster.

  3. Select Turn on Booster.

  4. In the verification form, enter your Legal Business Name, your ABN / ACN and your street address, and attach one business registration document.

  5. Tick the declarations, then select Submit for Verification.

Reviews are usually approved within 1-3 business days, and the number activates automatically once approved. Messages is always in the sidebar, and until the number is live it shows where the verification is up to. For the document to attach and the rest of the form, see Verify your business.

Once your number is live:

  • Start a conversation from Messages with New, as in How do I SMS a single client?

  • Customer replies arrive in the same conversation

  • Automated texts to that customer, such as reminders and payment alerts, appear in their conversation too

  • Inbound messages are free, and each message you send uses one credit per segment

  • Customers see your dedicated +61 number and can save it as your business contact

What are SMS credit packs?

Top-up packs are for businesses that need more SMS credits than their plan allocation, bought under SMS Top-up Credit Packs in Settings, then SMS:

Pack

Credits

Starter

100

Growth

250

Business

500

Power

1,000

Each pack's price is on its button, with the price per credit under the pack's name. Pack credits never expire and can be set to auto top-up when your balance runs out. Credits from packs are pooled with your plan's included SMS and any Communications Booster credits.

See SMS Credits and Usage for full details on credit management, auto top-up configuration, and usage monitoring.

Can I message anyone with Communications Booster?

No. You can only message pet owners who are already customers in Petboost. Communications Booster is for customer conversations, not cold outreach or marketing blasts, and each conversation is linked to a customer profile.

Bulk SMS questions

How do I send a mass/bulk announcement?

Mass Text sends one message to many customers at once. It needs Communications Booster with an active dedicated number.

  1. Open Messages, select the arrow beside New, then Mass Text. On a phone, select Actions on the bottom bar, then Mass Text.

  2. In Send Announcement SMS, choose Business Update, Promotion or Rebooking reminder.

  3. Optional: select Start from a template and choose one.

  4. Write the text under Message.

  5. Under Recipients, select Select all, or tick customers one at a time. To find one, search by name or phone number.

  6. Select Review Prior to Sending.

  7. Read the result of the content check and Message as received by customers, then select the Send to button, which counts the customers.

A Business Update is for operational news, such as holiday hours, closures and policy changes, and reaches every customer who has not opted out of business updates. A Promotion, such as a special offer or a seasonal campaign, only reaches customers who have opted in to marketing. To filter by service booked, animal type, last appointment date and more, use Bulk Send from the same menu. There is no suburb filter.

Petboost signs every bulk message off with your business name and adds Reply STOP to opt out. Each recipient uses one credit per segment, and the dialog compares the send with your credits before you confirm. After you send, Announcement History lists each recipient under Delivered, Failed or Skipped. Send the message to yourself or a team member first to check it.

Can I send bulk SMS to all my customers?

Yes, with Communications Booster. Each bulk message has a type, and each type only reaches the customers whose consent covers it:

  • A business update reaches every customer who has not opted out of business updates

  • A promotion reaches only customers who have opted in to marketing

  • A rebooking reminder reaches customers who have not turned rebooking reminders off

Customers without a mobile number that can receive texts, and archived customers, are left out too. Before you send, Mass Text lists who is left out, and why, in the line ending customers excluded.

To see who each type can reach:

  1. Open Messages, select the arrow beside New, then Bulk Send. On a phone, select Actions on the bottom bar, then Bulk Send.

  2. On Choose Audience, choose Announcements, Marketing or Rebooking reminders.

  3. Read the banner under the choice, which counts the customers who can receive that type, those who opted out and those with no phone.

How does SMS consent work?

Each customer has three communication preferences with your business, on the Communication Preferences card of their profile: business updates, marketing, and reminders to book again. A promotion only reaches customers who have opted in to marketing. A business update reaches everyone who has not opted out of business updates, and a rebooking reminder everyone who has not turned reminders off.

Booking messages, such as reminders and payment alerts, do not depend on these preferences. They are how you provide the service your customer has booked.

The preferences change when:

  • The customer answers the preference questions the first time they book online

  • The customer replies STOP, or another opt-out word, to your dedicated number, which turns all three off. Replying START does not turn them back on

  • Your team changes them on the customer's Communication Preferences card, with the customer's permission

  • The customer changes them in the pet owner app, under Communication Preferences

What is SMS content analysis?

Before a bulk message goes, Petboost's AI compliance check reads it. In Mass Text it runs when you select Review Prior to Sending, and in Bulk Send when you select Review my message. It looks for two things: promotional content in a business update, and signs of spam, such as link shorteners, words in capitals, pressure language, phishing phrases or a message that is mostly links.

If it finds something, it lists the issues with suggestions. For signs of spam, change the wording, or select Send Anyway. For promotional content in a business update, switch the message to a promotion, which only reaches customers who opted in to marketing, or tick the confirmation that it is a factual business update. Under the Australian Spam Act 2003, a promotional message needs marketing consent. See Check the content before sending.

Can customers confirm appointments by replying to SMS?

Yes, with Communications Booster. Confirmation Reply (Y/N) adds a Y/N question to reminder texts. It needs an active dedicated number and applies to the whole business.

  1. Under Pre-Appointment Reminders, then Reminder Rules, switch on Confirmation Reply (Y/N).

  2. Optional: edit Confirmation Message, the text added to reminder texts.

  3. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

A Y reply leaves the booking as it is: Petboost texts back "Thanks! See you then." and the reply appears in Messages. The booking and its calendar and Mission Control cards show Confirmed by customer. If you move the visit to a new start time, the badge clears, and the reminder for the new time asks the customer again. To hide the badge from cards, turn off Confirmed by customer in Card content. An N reply cancels the appointment if the customer gives at least your Change & Cancellation Notice Period. With less notice and a cancellation fee, Petboost asks them to accept the fee first, and if Allow changes and cancellations is off, it tells them to contact you. No reply keeps the booking. Replies from customers are free, and each text Petboost sends back uses a credit.

Email questions

My customer didn't get the booking confirmation

First check that booking emails are switched on. New accounts start with them off.

  1. Under Booking Created, check that Email the customer: booking updates is on. It is the one switch for every customer booking email, confirmations included.

  2. If the confirmation should also go by text, check Text the customer: booking confirmation.

If they are on, check the customer and the booking:

  1. Open Customers & Pets and select Manage on one of the customer's pets.

  2. On Pet & Owner Details, check the email address for typos, such as .con instead of .com, missing characters or extra spaces.

  3. On Settings & Overrides, read What they receive today. A customer's own settings can turn their emails off.

  4. Open the booking and read its Activity Log tab. It shows whether the confirmation email was sent, and to which address.

  5. Ask the customer to search their whole mailbox for "Petboost" or "petboost.com.au", including the Spam, Junk and Promotions folders, and the Other inbox in Outlook.

  6. To send the confirmation again, open Manage on the booking, select Resend Booking Confirmation, then Resend Confirmation. Resend Booking Confirmation is not offered on a class enrolment.

A service can also have its own notification settings, on its Notifications tab. Resend Booking Confirmation shows which channels will send, according to your notification settings, before you confirm.

For the long term, ask the customer to add [email protected] to their contacts, so Gmail, Outlook and other providers deliver Petboost emails to the inbox. See Ensuring Petboost Emails Arrive for steps you can share with customers.

Why didn't my customer receive an email?

Emails usually go missing for one of these reasons:

  • The email was filed as spam, junk or promotions. Gmail and Outlook in particular can file Petboost emails as spam or junk

  • The address on the customer's profile has a typo or is out of date

  • Their mailbox is full

  • A workplace email system blocked it

  • The email is switched off: Email the customer: booking updates is off on Notifications, which is how new accounts start, or a service or the customer's Settings & Overrides tab has its own setting

  • The customer had already received ten automated emails from you that day

Petboost sends no calendar invitations, so there is no invitation to miss: each booking email has an Add to Calendar button instead.

Ask customers to:

  1. Check their spam or junk folder and search for "Petboost".

  2. Add [email protected] to their contacts.

  3. In Gmail, create a filter for @petboost.com.au with Never send it to Spam.

  4. In Outlook or Hotmail, add petboost.com.au to their safe senders list.

See Ensuring Petboost Emails Arrive for instructions for each email provider that you can share with customers.

Can I customise the wording of automated SMS messages?

Partly. Petboost's texts follow standard templates, filled in from the booking with details such as the pet's name, the service and the time. With Communications Booster and an active number you can write your own wording for the booking texts. Wording must relate strictly to the appointment and must not contain marketing. Every business can also write:

  • The Confirmation Message, the Y/N question added to reminder texts, on Notifications

  • The Pre-Appointment Message, under Custom Messages on Notifications, which goes on confirmation and reminder emails, and on those texts too with Also add to confirmation and reminder texts on. A service can have its own on its Notifications tab

  • The rebooking reminder Message, on Notifications

  • Any message you send from Messages with Communications Booster, and every bulk message

The details Petboost fills in are listed in Pet Owner Communications.

Can I customise email content?

Partly. Every customer email carries your business name, your logo and your primary colour, from Branding and Business Details, and your contact details. You can add your own note with the Pre-Appointment Message, under Custom Messages on Notifications, which goes on confirmation and reminder emails, and a service can have its own. A customer can have a Personal Note of their own, on the Settings & Overrides tab of their profile.

The rest of each email is a fixed template. Petboost's customer emails cover booking confirmations, changes and cancellations, reminders and the Friday reminder, receipts and refunds, and payment failures. Petboost does not offer custom email templates. If you have specific template requirements, select Get Help to talk to our team.

Can customers unsubscribe from emails?

Petboost does not send marketing emails, so there is no marketing list to unsubscribe from. The emails it sends are about the customer's own bookings and payments, and the Communication Preferences on their profile do not switch them off.

To stop some of them for one customer, switch them off on the customer's Settings & Overrides tab, where the email switches sit beside the text ones. See How do I turn off SMS reminders for a specific customer?

For marketing, Petboost gives you email templates that open in your own email app, for you to review and send yourself, and Bulk SMS for texts, with consent built in.

Reminder settings

What's the best reminder timing?

For most businesses, we recommend two reminders:

  • 24 hours before, by email and SMS, which gives the customer time to cancel if they need to

  • 2 hours before, by SMS only, as a same-day confirmation

Adjust for:

  • The customer's travel distance: a longer trip needs an earlier reminder

  • Preparation: a service that needs something brought, such as vaccination records, needs more notice

  • Your no-show pattern: if no-shows are high, add a 48-hour reminder

  • Customer preferences and the type of service

Common set-ups by business type:

  • Groomers: 24 hours by email and SMS, and 2 hours by SMS

  • Dog trainers: 48 hours by email, and 24 hours by SMS

  • Daycare and boarding: 24 hours by email and SMS

  • Mobile services: 24 hours by email and SMS, and 2 hours by SMS, so customers know to be home

To set the timing:

  1. Under Pre-Appointment Reminders, set the Reminder Time for the First Reminder, in Weeks, Days, Hours and Minutes.

  2. Optional: under Second Reminder, switch on Email the customer: reminders (2nd) or Text the customer: reminders (2nd), and set Reminder Time (2nd).

  3. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

Can I disable reminders for certain services?

Yes. Each service keeps its own copy of your reminder settings, so you can switch reminders off for one service.

  1. Open Services, select Manage on the service, then Manage Service.

  2. Choose Notifications.

  3. Under Reminder Settings, switch the reminders off.

  4. Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.

This suits same-day bookings, where a 24-hour reminder is not needed, special services with their own arrangements with the customer, and group lessons where reminders are handled separately. For recurring appointments, Reminders for frequent Daily and Weekly Recurring appointments, under Reminder Rules on Notifications, already keeps reminders off for a series that repeats every day or every week, until you switch it on.

Do reminders go out on weekends and holidays?

Yes. A reminder goes out at the Reminder Time before its appointment, whatever the day: reminders do not skip weekends or public holidays, and they do not follow your business hours. The 24-hour reminder for a Monday morning appointment goes out on Sunday morning. Petboost checks for due reminders every 15 minutes.

The exception is the text: an SMS reminder that falls due between 11pm and 4am, business time, is not sent. The email reminder still is.

Can I send a reminder manually for a specific appointment?

Yes. Send one when a customer says they did not get the reminder, when you want an extra one closer to the appointment, or when one did not go.

  1. Open Appointments and select the booking.

  2. Open Manage and select Send Reminder Notification.

  3. Check Will be sent via, then select Send Reminder.

The reminder goes by SMS to the phone number and by email to the address on the customer's profile, as Will be sent via lists, whether or not your reminder switches are on, and even on a trial. Each text uses credits, one per segment.

With Communications Booster, you can also text the customer from Messages, in your own words.

Customer opt-outs and preferences

How do I check if a customer has opted out of communications?

Check their preferences on their profile.

  1. Open Customers & Pets and select Manage on one of the customer's pets.

  2. Open the Settings & Overrides tab.

  3. Read the Communication Preferences card.

The card has three headings: Business Announcements & Operational Updates, Marketing & Special Promotions and Reminders to book again. Each shows Opted In or Opted Out, and Last updated with the date it last changed. A heading with neither has never been answered. Booking texts and emails switched off for this customer show in What they receive today, at the top of the same tab.

Other places show it too:

  • The Preferences view on the Pet & Owner Details tab shows business updates and marketing as Opted in, Opted out or Not set

  • On Messages, a customer who opted out of business updates carries the badge Opted out of announcements, and a new message to them shows This customer replied STOP

  • In Bulk Send, the banner on Choose Audience counts who can receive each type and how many opted out

Can I re-enable notifications for an opted-out customer?

Yes, when the customer asks you to. Replying START does not do it: Petboost does not act on START, so their preferences stay off until someone turns them back on.

  1. Open Customers & Pets and select Manage on one of the customer's pets.

  2. Open the Settings & Overrides tab.

  3. Under Communication Preferences, read the Consent Declaration. Saving declares that you have the customer's express permission for the change.

  4. Switch Email marketing, SMS marketing or Rebooking reminders on.

  5. Select Save Preferences.

Trap: Email marketing is the switch under Business Announcements & Operational Updates. It sets business updates by text, not email.

The customer can also turn their preferences back on themselves in the pet owner app, under Communication Preferences, then Save Preferences.

If the customer replied STOP to your number, texts from that number still do not reach them until they text START to it. Your team cannot lift that block for them. Booking texts that you switched off for them on Settings & Overrides come back when you switch them on again there.

Message history

Can I see what messages were sent to a customer?

Yes. Each booking records the messages sent about it.

  1. Open Appointments and select the booking.

  2. Open the Activity Log tab.

Each email and text shows whether it was sent, with the address or number it went to, or whether it was not sent or is still to come.

Its badge then shows what happened to it: delivered, opened, link clicked, bounced, marked as spam or not delivered for an email, and delivered or failed for a text. Each of those steps is also its own entry on the log, at the time it happened: green for delivered, blue for opened or clicked, amber for held back and red for bounced, marked as spam or not delivered. Where the email provider reports it, an open names the email app (such as Gmail, Apple Mail or Outlook) and the device (such as iPhone, Android or Windows). Gmail and Yahoo name only the app, because they open the email on their own servers. An open is a hint, not proof: Apple Mail opens emails by itself, so an Apple Mail open may not mean the customer read it, and a link opened seconds after delivery is usually the customer's email security checking it.

If emails to a customer bounce, are marked as spam or are not delivered, their profile shows a red badge such as Emails bouncing. Select it to correct the address. Petboost stops emailing an address that bounced or was marked as spam until it changes.

With Communications Booster, Messages holds one conversation per customer, with the automated texts, the automatic replies and your team's messages in order, and the customer's profile has a Messages tab too. A text marked Shared number went from Petboost's shared number, so a reply to it would not reach you. Each Mass Text is recorded in Announcement History on Messages.

Why is a message showing as "failed"?

On Messages, a message that could not be delivered has a red mark beside it. Select the mark to open Message failed to send, which lists the common reasons:

  • The phone number on file may be incorrect or out of date

  • The number may have been disconnected

  • The recipient may have blocked incoming texts

  • The mobile carrier may have rejected the message

Check the number on the customer's profile, then select Retry sending, or contact the customer by email instead. A customer who replied STOP to your number cannot receive texts from it until they text START to it.

On a booking's Activity Log, a message that did not go out shows as not sent. That includes a text to your own number, such as a new booking alert, with the reason it did not go: for example, your SMS credits had run out.

Troubleshooting

Customers aren't receiving any notifications

Check these in order:

  1. Open Notifications and check the messages are switched on. New accounts start with the booking confirmation and change messages off, and on a trial, automatic reminders do not send until the trial ends.

  2. Check the service's own settings on its Notifications tab.

  3. In Customers & Pets, check the customer's email and mobile number, and read What they receive today on their Settings & Overrides tab.

  4. Check whether the customer has opted out, on the Communication Preferences card on the same tab.

  5. Check the credits left on SMS in Settings. When credits run out, texts stop until you top up.

  6. Open a booking's Activity Log tab to see what was sent.

  7. Ask the customer to check their spam or junk folder and search for "Petboost".

  8. Book a test appointment with your own email and mobile number to see what customers receive.

  9. If it still fails, select Get Help to chat with our team.

Notifications are going to the wrong person

This usually means the customer's contact details are out of date, the pet is linked to the wrong owner profile, or the same customer has two profiles.

  1. Open Customers & Pets and check which owner the pet is linked to.

  2. Update the contact details if they are out of date.

  3. If two profiles exist for the same person, keep the one with the history, move future bookings to it, then open Manage Owner on the other and select Archive or Delete Account. Petboost does not merge two profiles. See How do I merge duplicate customer records?

Can I manually send a notification?

Yes, from the booking.

  1. Open Appointments and select the booking.

  2. Open Manage.

  3. Select Send Reminder Notification, Resend Booking Confirmation, Send Pick-up SMS, Send Drop-off SMS, Send On Our Way SMS (mobile bookings) or Send Late SMS: 15-30 min.

  4. Check what the dialog will send, then select its send button.

Resend Booking Confirmation sends by the channels your notification settings use. Class bookings do not offer Resend Booking Confirmation. On a booking at your place, Send Pick-up SMS tells the customer their pet is ready for pick-up, and Send Drop-off SMS that it is time to bring their pet in. On a mobile booking they become Send Drop-off SMS, which says their pet has been dropped off, and Send On Our Way SMS, which says you are on your way. Those three sit under Quick SMS. On a mobile booking, the line under Quick SMS is how you text a Second pet parent phone: select a send, then under Sending to choose 2nd pet parent or the label on that number. Send Late SMS: 15-30 min tells them the appointment is running 15 to 30 minutes late. These three texts need SMS on your plan, and are not offered on a cancelled booking. Once a pick-up text has gone, its item reads Resend Pick-up SMS, or Resend Drop-off SMS on a mobile booking.

With Communications Booster, you can also write your own text: Message owner on the same menu, the Messages tab on the customer's profile and Messages all open the conversation. Send Upcoming Appointments, under Manage Owner on the customer's profile, opens a message listing their next appointments, ready to send.

How do I keep messages reaching customers?

  • Check the customer's email and mobile number when you book them in, and keep them up to date, especially after a phone number change

  • Make sure the number is a mobile, starting with 04 in Australia, not a landline

  • Upload your logo and set your brand colours in Branding

  • Set your reminder timing to suit your business and your services

  • Ask customers to add [email protected] to their contacts, and share Ensuring Petboost Emails Arrive with new customers

  • Look through your bookings' Activity Log and your Messages for messages that did not go, and correct the contact details

  • Respect opt-outs, and reach an opted-out customer by email instead

  • Use SMS for quick, time-sensitive alerts, and email for detail

  • Turn on Auto top-up so your credits do not run out in a busy week

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For help, select Get Help in Petboost to chat with our team.

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