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Share Personalized Scheduling Links With Clients

Send existing clients a scheduling link that fills in their contact details and pianos for them.

Written by George Buss

Every client has their own personal scheduling link. When they use it, the Self-Scheduler already has their contact details, their pianos, and their preferred technician filled in, so they only need to pick services and a time. Your public self-schedule link works for anyone, but it doesn't know who's scheduling.

Add the link to your messages

Put the {{scheduling_link}} merge code in a reminder or message template. When the message goes out, Gazelle swaps in each client's personal link. For how to add merge codes, see Using Merge Codes & Formatting To Hyperlink Text And Personalize Custom Messages.

An email to a client with a button that opens their personal scheduling link

Copy one client's link

To send a link from your own phone or email, open the client's page in the web or mobile app and click More and Copy Self Scheduler Link. Then paste the link into your message.

Get links for many clients

When you export your client data, each client's row includes their personal link, ready for a mail merge in another program. See Export A Client List With Private Scheduling Links For Bulk Mailing. If you use Mailchimp, Gazelle's Mailchimp export includes each client's link too.

When someone else uses a client's link

A personal link always fills in that client's details. If a client forwards it to a friend, the friend's request arrives looking like it came from your client. When you review the reservation, add the friend as a new client so their pianos and contact details don't end up on your client's record. See How Do I Match An Online Reservation With Existing Customer's Data?

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