Auto Message Rules are useful when you want to send different messages to different types of appointments based on keywords, location, calendars, etc.

To create a new rule, click on the “New Rule” button in the left-hand side of the Auto Messages tab.

Clicking the New Rule button will bring up the rule editor, showing a title (for your own reference purposes), and two drop down boxes with a keyword box.

See Fields for field definitions.

See Conditional Blocks for a description of the operators available (e.g. “includes”)

Complex Rules

Each rule block can include multiple rules separated by “and” or “or”.

For example, your rule could be event includes 'haircut' or event includes 'coloring' which would trigger if any event included either of those words.

Or your rule could be event includes 'haircut' and event includes 'coloring' which would trigger only if the event included both haircut and coloring.

Nested Rules

You can nest rules for convenience and to effectively mix “ands” and “ors”. For example, if you wanted an sms message to be sent only if event includes the words “haircut” and “coloring”, then you would set up your conditions in this way:

You can create nested rules by clicking the three dots in any Rule, and clicking “Add Sub-Rule”


Using the “Add Otherwise Rule” feature will allow you to have a “negative rule”, meaning if an appointment doesn’t satisfy the criteria of your other rules, send a different group of messages. This differs from the “Send to all appointments” portion of the Auto Messages tab in that it allows you to send a more generic message only to the appointments that don’t fit the criteria for more specific messages.
The otherwise feature can also be used in nested rule situations for more control over the granularity of your conditions.


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