Setting Up Custom Service-based Reminders in RunLoyal Business Portal
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RunLoyal Support

Created Feb 01, 2025

Setting Up Custom Service-based Reminders in RunLoyal Business Portal

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RunLoyal Business Portal

19 Steps
1

Click on "Settings"

Click on "Settings"
2

Navigate to "Business Setup"

Navigate to "Business Setup"
3

Open Notification Preferences"

Open Notification Preferences"
4

Click on "Custom Service-based Reminders"

Click on "Custom Service-based Reminders"
5

Click on the "Add(+)" icon to add the services for which you want to set up reminders.

Click on the "Add(+)" icon to add the services for which you want to set up reminders.
6

Click on Search and select the desired service category.

Click on Search and select the desired service category.
7

Select All Services (Optional):If you want reminders for all services within the category, mark the "Select All" checkbox.orClick on Search and select the desired services

Select All Services (Optional): If you want reminders for all services within the category, mark the "Select All" checkbox. or Click on Search and select the desired services
8

Click on the "Next" button to continue.

Click on the "Next" button to continue.
9

Set up the number of days before the appointment when the reminder should be sent to the pet owners.

Set up the number of days before the appointment when the reminder should be sent to the pet owners.
10

Add Custom Days (If Needed):To add an additional reminder day, click on "Add" and enter the number of days before the appointment.

Add Custom Days (If Needed): To add an additional reminder day, click on "Add" and enter the number of days before the appointment.
11

Proceed to Message Configuration:Click on the "Next" button to proceed.

Proceed to Message Configuration: Click on the "Next" button to proceed.
12

Review Configured Days:You will now see the list of days configured for sending custom reminders.

Review Configured Days: You will now see the list of days configured for sending custom reminders.
13

Customize Reminder Messages:You can configure separate custom messages for App, Email, and SMS, or choose to use the same text for all.

Customize Reminder Messages: You can configure separate custom messages for App, Email, and SMS, or choose to use the same text for all.
14

If you want to update the same text for App, Email, and SMS, select the option "Update the same text for app, email and SMS".

If you want to update the same text for App, Email, and SMS, select the option "Update the same text for app, email and SMS".
15

Add a Custom Greeting:Click on "Greetings" and type a custom greeting for the pet owner. (You may also use merge fields as defined.)

Add a Custom Greeting: Click on "Greetings" and type a custom greeting for the pet owner. (You may also use merge fields as defined.)
16

Customize the Reminder Message:Edit the reminder message to reach out to the pet owner for their appointments. (Again, merge fields can be used for personalization.)

Customize the Reminder Message: Edit the reminder message to reach out to the pet owner for their appointments. (Again, merge fields can be used for personalization.)
17

Click on "Save"

Click on "Save"
19

Reminder Email Display for Pet Owners

Once the reminder setup is complete, pet owners will receive an appointment reminder email that includes:

  1. Personalized Greeting – Addressing the pet owner by name.

  2. Appointment Details – Date, time, and duration of the scheduled service.

  3. Pet & Service Information – A table listing the pet’s name and booked services.

  4. Custom Message – A friendly note thanking the pet owner for choosing your facility.

  5. Action Button– Allows pet owners to review or manage their appointments.

  6. Business Branding – Your kennel’s logo, name, address, and contact information.

Reminder Email Display for Pet Owners
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