Customer notifications for scheduled visits
Scheduling can trigger customer-facing communication for visits, depending on your outreach settings and the contacts selected on the visit.
Visit reminders
Use visit reminders to notify contacts before scheduled work. A visit needs contacts with email or SMS enabled before reminders can go out.
Admins set the reminder schedule — one or several reminders at different times ahead of the visit — plus the email and text messages under Settings > Scheduling > Visit Reminders. Every visit follows the same schedule; whether a contact gets email, text, or both stays a per-visit choice.
A visit takes its place in that schedule when it's booked or rescheduled: the first reminder still ahead of it. Reminders it is already past are skipped rather than replayed, so booking tomorrow's visit on a seven-day / two-day / twelve-hour schedule sends the twelve-hour reminder, not all three at once. Booked closer still, the last reminder goes out right away rather than not at all.
You can review visit reminder outreach from Automations > Automated Outreach by filtering the type to Visit Reminder. Use the status filters there to see which reminders are pending, sent, bounced, stopped, or otherwise need attention.
On My Way and ETA
When On My Way is enabled, a technician can send an en route signal from mobile. If the visit and contact setup are eligible, the customer receives the configured notification and the office can see en route status or ETA.
Arrival windows
If your business uses arrival windows, set the arrival window on the visit so the customer sees a clearer expected range instead of only the exact internal schedule time.
Where to find it: Scheduling page > visit contacts, reminders, and arrival window
Related guides
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