Client Management

Bulk SMS & Email Notifications

Automated Client Communication:

After applying schedule changes, you can send bulk notifications to all affected clients via email or SMS. This ensures everyone is informed about their appointment changes.

How to Send Notifications:

Step 1: Apply Schedule Changes

1. Review the proposed changes in the preview 2. Select which changes to apply (check/uncheck individual appointments) 3. Click "Apply Changes" button 4. Changes are saved to the calendar

Step 2: Send Notifications

After changes are applied, you'll see a notification panel with: • Client Impact Summary - Shows how many clients are affected • Email Template - Pre-filled with appointment details • SMS Template - Short message version for text notifications

Email Notifications:

Template Variables: - `{{clientFirstName}}` - Client's first name - `{{scenario}}` - Reason for change (e.g., "trainer away") - `{{dateRange}}` - Affected date range - `{{changeList}}` - List of appointment changes - `{{trainerName}}` - Your name

Customization: - Edit the email subject line - Modify the email body template - Add personal notes or instructions

Sending: - Click "Send Email" to send to all affected clients - Emails are sent via Resend (your business email) - Each client receives a personalized email with their specific changes

SMS Notifications:

Template Variables: - Same variables as email (automatically shortened for SMS) - `{{scenarioShort}}` - Brief reason for change

Sending Options: - Copy SMS Text - Copy the message to send manually via your phone - Bulk Send - Send SMS to all affected clients (if SMS service configured)

SMS Format: - Short, concise messages - Includes appointment changes - Reply confirmation request

Notification Workflow:

Example Email:

``` Hi Sarah,

Due to trainer away, the following sessions January 10-15 have changed:

• Monday, Jan 10 at 9:00 AM → Tuesday, Jan 11 at 9:00 AM • Wednesday, Jan 12 at 2:00 PM → Thursday, Jan 13 at 2:00 PM

Please reply to confirm or let me know if you need adjustments.

Thanks, Matt Trainer ```

Example SMS:

``` Hi Sarah, trainer away: • Mon Jan 10 9am → Tue Jan 11 9am • Wed Jan 12 2pm → Thu Jan 13 2pm Reply OK to confirm. ```

Best Practices:

✓ Always send notifications after applying changes ✓ Review email templates before sending ✓ Use SMS for urgent changes or clients who prefer text ✓ Include clear date/time information ✓ Ask clients to confirm receipt ✓ Follow up with clients who don't respond

Notification Status:

• Track which clients have been notified • Resend notifications if needed • See notification history per client

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