Send Quick Fill Appointment Messages

Quick Fill makes it easy to message your customers who are needing to get in for an appointment as soon as possible. Follow these instructions to use Quick Fill to easily fill last-minute cancellations or openings in your schedule. 

Add a Customer to the Quick Fill List (Desktop App)

1. Click on the  Lists icon 

2. Select Quick Fill

3. Click on the  icon in the top right corner to add a customer to the list

4. Search or scroll and select the customer you would like to add

5. Add a note if desired

6. Click Add to List 

You can also add a customer to the Quick Fill List using the Quick Fill shortcut in their customer profile.

Remove a Customer from the Quick Fill List (Desktop App)

1. Within Quick Fill, click on the customer name you wish to remove
2. At the bottom of the page, select Remove From List

Send a Quick Fill Message (Desktop App)

After adding customers to the Quick Fill List, you can send them a Quick Fill Message. Follow these instructions to send a Quick Fill Message.

1. Select the customers from your Quick Fill List that you want to add to the Quick Fill Message
2. Click on Select Times
3. Select Add Appointment Time to add an available appointment time
   • The first open time on your schedule will automatically populate here, so make sure to edit and add appointment times
4. Click on the Pencil icon to edit the date and time
5. Add any additional times if desired
6. Click View Message

   Tip: You can select up to 3 appointment times at a time.

7. Review the message
8. If desired, edit the message by clicking on the Template icon, or just type in the message box to change the message for the specific customer(s)
9. If you edit the message through Templates, make your necessary changes and click Save Template
10. Click Send
    

You will need to remove customers from the Quick Fill list manually after scheduling their appointment.

Add a Customer to the Quick Fill List (Mobile App)

1. Tap on the  Lists icon
2. Tap on the Quick Fill list
3. Tap on the  icon to add a customer to the Quick Fill list
4. Select on the customer you want to add
5. If desired, tap into the comments field to enter a note
6. Tap in the comments field again to clear the keyboard 
7. Tap Add Note 
   

Remove a Customer from the Quick Fill List (Mobile App)

1. Within Quick Fill, tap on the customer name you wish to remove
2. At the bottom of the pop-up, select Remove from list

Send a Quick Fill Message (Mobile App)

After adding customers to the Quick Fill List, you can send them a Quick Fill Message. Follow these instructions to send a Quick Fill Message.

1. Select the customers from your Quick Fill List that you want to add to the Quick Fill Message
2. Click on Select Times
3. Select on the date and time of the opening you are trying to fill
4. Click Set
5. Add up to two additional appointment openings if desired
6. Click Compose Message
7. Preview the default message, and make any edits if desired
8. Press Send to complete