Organization defaultsCommunication policyThese controls apply to reminders and feedback campaigns unless a more specific policy overrides them.TimezoneFeedback frequency cap (days) Appointment remindersSend enabled reminder rules before an appointment. Client feedbackAllow approved post-appointment and general feedback campaigns.
Booking changesGive clients a safe way to change plansThese rules apply to the public manage link sent after a booking. Staff can still manage appointments internally. Allow reschedulingClients can choose a new available time. Allow cancellationClients can cancel before the notice window.Minimum notice before a change (minutes)Use 0 to allow changes until the appointment starts. Maximum is 30 days.
Reminder rulesWhen should clients hear from you?+ Add ruleUse multiple rules for different lead times. Each rule must have a channel and a frequency cap.
Client contact methodsKeep delivery details currentDestinations are masked here and are only used after consent and verification. New entries remain pending until verified.Customer profileLoad customer profiles...ChannelEmailSMSVoiceEmail or phoneConsentGrantedUnknownDeniedAdd contact method