Table of Contents
Overview
Let your clients know ASAP that you've got them in your books by sending them a booking confirmation email. They will receive an email that lets them know their work has been scheduled and has details about the date of their upcoming work. With a booking confirmation email, you can keep your clients in the loop about their work as soon as it's booked then pair it with an Assessment & Visit Reminder to inform your clients every step of the way.
This feature is available on Connect and Grow plans.
Note: Booking confirmations can only be sent for scheduled jobs, not assessments.
Send Booking Confirmation
Booking confirmations can be sent on both one-off and recurring jobs. However, if a job has no scheduled visits, a booking confirmation cannot be sent since there will be no appointments in client hub to show your client.
Booking confirmations are sent manually. To send a booking confirmation, start by navigating to a job. Most likely you will be sending a booking confirmation fairly quickly after hitting Save on a brand new job, but you can also send a booking confirmation on an already created job. Text Booking Confirmation will appear as the primary action for the job, when the job is in "upcoming" or "today" status. If the job is in a status such as "requires invoicing", the option to send a booking confirmation won't be available.
Click Text Booking Confirmation.
Sending the booking confirmation by text message is the primary action on a job, but the booking confirmation can also be sent as an email. Click More Actions > Email Booking Confirmation to notify your client via email that they are now on your books.
If you are sending the booking confirmation via text there is a preview before the message is sent. If the client has a text message enabled primary phone number, it will already be selected in the To field.
The text message can be customized for this job, or set up as a template in Settings > Templates.
If you are sending the booking confirmation by email, there is an opportunity for you to look over and edit the text in the email. The date and location of the upcoming work will show in the email by default, according to the template for this notification but can be removed. If you need to add any additional details, attachments, or a thank you message, now's the time to add it in.
Note: The template for booking confirmations can be customized in Gear Icon > Settings > Templates.
If you would like a copy of this email, check the box for Send me a copy. This option sends a BCC of the email to the user who sent it.
Once the email is exactly how you want it, click Send Email.
Save and...
While creating a job, to save time once all the fields are filled out you can skip a step between saving the job and then sending the booking confirmation, by saving the job and sending the booking confirmation all in one go with the save and... option.
Click Save and... to save the job and send the booking confirmation with the delivery method of your choice. Once the job updates, it will be saved and the notification will be sent.
What your client sees
You client will receive an email or text with either a button (email) or link (text message) to View Appointment, which opens to the appointments section in client hub. If you have scheduled your client for several appointments, they will be able to see their upcoming schedule. Appointments for today show first, with the next five upcoming appointments showing next as long as they fall within the next 60 days. If your client has any past appointments, they can see the past five visits with a button to Show More.
Clicking into each appointment will show more specific details about that appointment such as which team members will be doing the work as well as the date and time. Clicking Confirm Appointment changes the status of this appointment to "confirmed" so that you know this time works for the client.
How a confirmed visit appears in Jobber
Once the appointment has been confirmed by your client, the visit will appear as confirmed in Jobber. This is visible in various places in Jobber where the visit is shown. Activity feed:
List view of the calendar:
Client profile:
Visit section of a job:
Visit details:
Reporting
Booking confirmation emails will appear both in the client communications report and on the client's profile in the Last client communication section.
The client communications report displays the delivery status of the booking confirmation email in the status column. If an email fails to be delivered, admin users will also receive an email letting them know there was an issue sending the email.