Product Update! Notes & Reminders

Create and schedule custom client notes and reminders.

When you’re running your own business, remembering to consistently engage with clients in between appointments and just remind yourself of important dates can get a bit difficult. That’s why we’ve just launched a new product update which allows you to schedule and send personalized notes and reminders to clients! Send appointment follow-up messages with “homework” reminders, progress notes, holiday messages, or anything specific to a single client! Yes, Artichoke already has built-in, automated reminders for appointments, birthdays, payment receipts, referral requests, and expired credit cards.  However, this new feature in the NOTES section of the CLIENT PROFILE allows you to create customize notes related to a single client.

For Example:

Send out a reminder three days after an appointment reminding a client to maintain their food log or to share the progress notes you recorded from the last meeting! The holidays are fast approaching, so schedule out your messages to add a personal touch to everyone’s holiday season (maybe with a reminder to purchase Gift Cards for their loved ones)! Who doesn’t love a personal touch? You can also schedule a note to send only to yourself.  “Remember to call John about his recent injury today.”

How to Schedule and personalize notes to clients:

Step 1: Go to “Clients” on the main menu Step 2: Click on the “Notes” section, and the “+” symbol on the right screen-shot-2016-09-22-at-9-39-39-am Step 3: Add your note and select “Reminder.” screen-shot-2016-09-22-at-9-41-43-am   Step 4: Select the date, time, and recipients. TIP: You’re also able to send it to yourself -(Just in case you schedule it far in advance, it will email you about your personalized reminder as well!) Double whammy! screen-shot-2016-09-22-at-9-41-57-am The Scheduled reminders are beneficial for everyone, whether you want to get ahead, or you know you might forget – Artichoke is here to help you with the personalized touch every business needs! We hope you enjoy the new product update! Always remember to reach out to us at support@getartichoke.com with any questions!  

New! Block out personal time without changing your work hours!

Slot Blockers, as we refer to them at Artichoke, are ways to hide portions of your day without having to change your work hours. This tool allows you time for appointments, carpool, games , what have you! For example: If you have an appointment at 3:00pm on Wednesday, but it’s just this one Wednesday, you add a Slot Blocker for that specific date and time. This will allow the time to be unavailable for your clients to book for that specific Wednesday, rather than every Wednesday.

How to Slot Block your schedule:

  1. Go to Main Menu
  2. Go to Appointments
  3. Select “ADD”
  4. Select ‘SLOT BLOCKER”
add-slot-blocker-button
  1. Make selections you want
  2. Click SAVE
screenshot-2016-04-18-13-14-52                 Tip: Slot Blocker can also be set up to repeat, so for instance if you have a commitment for the next three Wednesdays, you can set it on repeat (See Below) screenshot-2016-04-18-13-14-59 The Slot Blocking tool is helpful for everyone because it allows you to block off a section of time once, or repeatedly, so your clients are aware they need to book around that specific time. Hoping this new features helps organize and ease your life! Let us know if you have any questions or comments at Support@Artichoke.com   Until next time!

NEW! Sell gift cards online.

Big news friends! It’s time to start selling gift cards online with Artichoke so you can rack up the sales and expand your client list quickly. Like all of the best ideas, this one came for the Artichoke user community. Anyone visiting your booking page will be able to purchase a digital gift card, pay with a credit card, and designate a recipient (optional) to receive a nice gift message with the redemption code. (also optional) What clients see on on your booking page:

1) Purchaser selects “Buy Gift Card”…

  Buy gift card

2) Completes a short form…

  Screenshot 2016-08-29 16.08.38

3) Enters payment info…

  Screenshot 2016-08-29 16.09.05

4) Receives confirmation email

  Git card confirmation email  

How to set it up in Artichoke:

  1. SETTINGS

  2. ONLINE BOOKING

  3. PUBLISH YOUR PAGE

  4. SELL GIFT CARDS ONLINE

Screenshot 2016-08-29 15.09.33 Hope you love this new feature.  Let us know! support@getartichoke.com

NEW! Customize Your Appointment Reminders

Thanks to your feedback, we’ve added a feature which enables Artichoke subscribers to add a custom message to appointment reminders for individual clients, one time, or for all clients, all of the time. Examples: Customize the appointment reminder for all clients  to include stuff like attendance policy and code of conduct expectations.   Customize the appointment reminders for an individual client: “Hi Susan. Don’t forget to bring your forms and comfortable clothes this week.”   Best of all, it’s so easy to do both.  Check out these screen shots below.

Add a custom message for all appointment reminders.

Screenshot 2016-08-22 17.38.48  

Add a custom message for one client.

Screenshot 2016-08-22 17.39.16                                       Thank so much for your great ideas.  Please contact anytime on support@getartichoke.com or in-app by visiting HELP on the main menu.  

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