Genbook's Customer Invitation Tool makes inviting your clients to make their appointments online quick and easy.
Go to your Settings tab and click on the "Invite your clients to schedule their appointments online" box at the bottom right of your screen.
Not only can you invite clients directly via email, but you can also easily share your booking link over Facebook and Twitter, with our handy buttons. For email invites, you'll have several options: input each email address you'd like to add manually, import contacts from the contact list in an email account, or import a CSV contact file.
Go to your Settings tab and click on the "Invite your clients to schedule their appointments online" box at the bottom right of your screen.
Not only can you invite clients directly via email, but you can also easily share your booking link over Facebook and Twitter, with our handy buttons. For email invites, you'll have several options: input each email address you'd like to add manually, import contacts from the contact list in an email account, or import a CSV contact file.
To import, first click "Retrieve Contacts".
Next, enter your email address and password for the account from which you want to import contacts. (Don't worry, Genbook won't store your email password or access your email. We only need it to access your contact list.)
If you select to import a CSV file from your computer, make sure the first three columns of the document are First Name, Last Name and Email Address, for the import to work smoothly.
Next, select which of your contacts you wish to add to the invite list.
On the final page, you'll see the email addresses of all the people you successfully invited to book online with your business. All of these contacts are also automatically added to your Customer Database (found in the Customers tab).
Next, enter your email address and password for the account from which you want to import contacts. (Don't worry, Genbook won't store your email password or access your email. We only need it to access your contact list.)
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If you select to import a CSV file from your computer, make sure the first three columns of the document are First Name, Last Name and Email Address, for the import to work smoothly.
Next, select which of your contacts you wish to add to the invite list.
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8 comments:
hello... is there any way to customize the invitation? specifically, I would like to change the link from the generic genbook link provided in the text to the specific genbok link that I established when I set up my account (www.mywords.genbook.com)
thank you!
AC, it's not currently possible to change the invitation text or replace the URL. This option may be available in the future. We're sorry for any inconvenience in the meantime.
adding my vote to being able to customize this message.
Jim, thanks for your feedback! Please be sure to use our Feature Request form to cast your vote.
Is there a way to send invitations to all those in my Genbooks customer list?
David, I'm afraid not. You'd need to export your customer list (from the Customers tab), then re-import it into the Invitation Tool.
When will you have an option for informing clients via text? I only have my clients phone numbers as this is how all my appointments are made. I'd imagine numerous independent massage therapists who go on outcalls to homes would truly love this. (I'd love to import my clients numbers to the customer database but it appears that the only option is to do this manually?)
Roxanne, the ability to text clients is something we've been seriously discussing. We cannot say yet when such an option will be live in Genbook, however, it is definitely on the list of priorities. You're correct about not being able to import client phone numbers, as well. Those have to be entered manually.
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