---
title: How to Automatically Send a Precare SMS When Booking Online
description: Create a precare SMS template and link it to a service on its Forms tab, so clients get your preparation instructions when they book.
---

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# How to Automatically Send a Precare SMS When Booking Online

## In this article, you will learn how to automatically send a precare SMS when a client books an appointment through the online booking portal by linking an SMS template to the service.

**NOTE:** This guide covers the new Online Bookings and Client Portal, which are being rolled out to clinics in phases. If your screens look different, your account may still be on the classic version — message us via the in-app chat and we will help.

A precare SMS gives clients the instructions they need before their visit — what to avoid, when to arrive, where to park. In this article, you will learn how to create a precare SMS and link it to a service, so it is sent automatically when that service is booked.

**NOTE:** In the classic version, precare messages were set on the **Client Pathway** tab of a service. They are now in the **Precare** section of the service's **Forms** tab.

**Step 1: Create the SMS Template**

Go to **Setup** and, under **Marketing & Communication**, click **Templates**.

1. Open the **SMS** tab.
2. Click **Create Template**, write your message and save it.

![The Templates page with the SMS tab and Create Template](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985985253-01-templates.png)

*Setup → Templates: open SMS, then Create Template*

**TIP:** Keep it short and practical, for example: *Thanks for booking with us. Please arrive 10 minutes early and come with clean skin, without make-up. Questions? Call us any time.* Use different templates for services that need different instructions.

**Step 2: Link the Template to the Service**

Go to **Setup → Services** and click the service.

1. Open the **Forms** tab.
2. Under **Precare** — *Messages sent to the client once this service has been booked* — click **Add**.

![The Precare section of the Forms tab](https://support.pabau.com/hs-fs/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985985253-02-forms-tab.png?width=623&height=291&name=250985985253-02-forms-tab.png)

*Forms tab → Precare → Add*

1. In **Add precare message**, choose **SMS** and click your template.

![Choose SMS and your template](https://support.pabau.com/hs-fs/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985985253-03-choose-template.png?width=516&height=498&name=250985985253-03-choose-template.png)

*Choose SMS, then click your template*

1. Choose **On booking** to send it as soon as the service is booked — or **A number of days before the appointment** to send it closer to the day.
2. Click **Add**, then click **Save** at the top right of the service.

![Choose On booking, then Add](https://support.pabau.com/hs-fs/hubfs/Pabau%202%20Knowledge%20Base/kb/obc-2026/250985985253-04-on-booking.png?width=521&height=448&name=250985985253-04-on-booking.png)

*Choose when to send it, then click Add*

The template now shows in the **Precare** list with its timing. To change or remove it, use the menu at the end of its row.

**Good to Know**

- The client needs a valid mobile number, and you need SMS credits.
- You can add an email as well as, or instead of, an SMS — choose **Email** in step 3.

**What's next?**

To manage your SMS credits and other client messages, see [How to Enable Client Notifications](https://support.pabau.com/en/pabau2/how-to-enable-client-notifications?hsLang=en).

Questions? Reach us any time via the in-app chat — we’re happy to help.

---

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