--- title: How to Manage Client Notifications in the Appointment Booking Menu description: In this article, we'll walk you through how to manage client notifications when booking an appointment. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-manage-client-notifications-in-the-appointment-booking-menu#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Calendar](https://support.pabau.com/en/pabau2/calendar?hsLang=en) 3. [Booking Appointments](https://support.pabau.com/en/pabau2/calendar?hsLang=en#booking-appointments) # How to Manage Client Notifications in the Appointment Booking Menu ## In this article, we'll walk you through how to manage client notifications when booking an appointment. #### Step 1: Access the Appointment Booking Menu [Log into your Pabau account](https://app.pabau.com/) and navigate to the "[Calendar](https://app.pabau.com/calendar)" in the left sidebar menu. Once you are in the calendar, click on an empty slot to book an appointment. This will open the appointment booking menu. ![image-png-May-13-2026-01-06-02-2238-PM](https://support.pabau.com/hs-fs/hubfs/image-png-May-13-2026-01-06-02-2238-PM.png?width=670&height=339&name=image-png-May-13-2026-01-06-02-2238-PM.png) #### Step 2: Select the Client In the "Select client" field, choose an existing client by typing their name. If you're booking an appointment for a new client, click on "Add new client" and create the client profile by following the steps provided [here](https://support.pabau.com/en/pabau2/en/pabau2/how-to-create-a-client?hsLang=en). ![How to Manage Client Notifications in the Appointment Booking Menu\_1](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_1.png?width=494&height=414&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_1.png) #### Step 3: Choose the Service After selecting the client, move to the "Details" section and select the service you want to book. If applicable, you can change the room in which the service will take place or adjust any required equipment for the service. ![How to Manage Client Notifications in the Appointment Booking Menu\_2](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_2.png?width=431&height=426&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_2.png) To add more services to the appointment, click on "Add another service" and repeat the selection process. If you want the appointment to be repeated on different days, click on "Repeat appointment." #### Step 4: Add Notes In the "Notes" section, you can add any relevant information related to the appointment. This step is optional, but useful if you need to include specific details. ![How to Manage Client Notifications in the Appointment Booking Menu\_3](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_3.png?width=464&height=444&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_3.png) #### Step 5: Manage Client Notifications In the "Notifications" section, you will find several tiles representing different client notification options. ![How to Manage Client Notifications in the Appointment Booking Menu\_4](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_4.png?width=406&height=428&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_4.png) **Confirmation** The "Confirmation" tile indicates whether a standard confirmation will be sent to the client. If both the email and the SMS icons are blue, a confirmation will be sent through both channels. If one or both icons are greyed out, no confirmation will be sent via that method. These settings are automatically pulled from your [Client Notification settings](https://support.pabau.com/en/pabau2/en/pabau2/how-to-enable-client-notifications?hsLang=en). ![How to Manage Client Notifications in the Appointment Booking Menu\_5](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_5.webp?width=73&height=73&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_5.webp) **Reminder** The "Reminder" tile shows whether a reminder will be sent to the client. If both icons are blue, the client will receive reminders via email and SMS. If one or both icons are grey, reminders won’t be sent through that channel. These reminder settings are also pulled from your [Client Notification settings](https://support.pabau.com/en/pabau2/en/pabau2/how-to-enable-client-notifications?hsLang=en). ![How to Manage Client Notifications in the Appointment Booking Menu\_6](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_6.webp?width=71&height=73&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_6.webp) **NOTE:** Reminders will not be sent if the appointment is scheduled to start sooner than the "Reminder advance notice" setting. For instance, if reminders are set to be sent two days before the appointment, a booking for tomorrow will not trigger a reminder. **Medical History** The "Medical History" tile indicates whether a medical history questionnaire will be sent to the client. The form sent will be the one marked as the default in your account. If the tile is greyed out with an error icon, you’ll need to set up a questionnaire and mark it as default. ![How to Manage Client Notifications in the Appointment Booking Menu\_7](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_7.webp?width=71&height=73&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_7.webp) **Forms** The "Forms" tile will show any additional forms linked to the service you are booking. By hovering over this tile, you can see which forms will be requested from the client before the appointment. If the tile is greyed out with an error icon and you want to request additional forms from the client, you can set this up by following the steps in [this guide](https://support.pabau.com/en/pabau2/how-to-link-services-in-medical-form-templates?hsLang=en). ![How to Manage Client Notifications in the Appointment Booking Menu\_8](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_8.webp?width=71&height=73&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_8.webp) **Precares** The "Precares" tile will display any pre-care templates associated with the services you are booking, as set up in the service settings under "Client Pathway." If the tile is greyed out with an error icon and you'd like to send precare instructions to clients, you can set this up by following the steps in [this guide](https://support.pabau.com/en/pabau2/how-to-link-pre-care-and-after-care-templates-to-services?hsLang=en). ![How to Manage Client Notifications in the Appointment Booking Menu\_9](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_9.webp?width=71&height=71&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_9.webp) **Feedback** Finally, the "Feedback" tile shows if a feedback request will be sent to the client. As with other notifications, if both the email and SMS icons are blue, the request will be sent through both channels. If one or both icons are grey, no feedback will be requested through that channel. These settings also pull from your Client Notification settings. ![How to Manage Client Notifications in the Appointment Booking Menu\_10](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_10.webp?width=71&height=71&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_10.webp) If you see an error icon and you want to send feedback requests to clients, ensure that the feedback request client notification is enabled by following the steps outlined [here](https://support.pabau.com/en/pabau2/en/pabau2/how-to-enable-client-notifications?hsLang=en).   **Payment** The"Payment" tile shows whether a notification will be sent to the client once a payment is made. If both the email and SMS icons are blue, the client will receive a confirmation via both channels. If one or both icons are grey, the notification won’t be sent through that method. These notifications are controlled by your **Payment Policy** settings. For example, if you’re using Express Booking, clients can automatically receive a secure payment link via email right after booking. This helps ensure timely payments and keeps clients informed about their transactions. ![How to Manage Client Notifications in the Appointment Booking Menu\_11](https://support.pabau.com/hs-fs/hubfs/Calendar%20category/How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_11.webp?width=88&height=89&name=How%20to%20Manage%20Client%20Notifications%20in%20the%20Appointment%20Booking%20Menu_11.webp) To learn more about payment policy and how you can enable it, please refer to [this article.](https://support.pabau.com/en/pabau2/payment-policy?hsLang=en) **NOTE:** If your client notifications are set to send email and/or SMS confirmations, reminders, or feedback requests, but the tiles are still greyed out, ensure that these notifications haven't been disabled in your [Calendar Settings.](https://support.pabau.com/en/pabau2/how-to-configure-appointment-settings?hsLang=en) #### Step 6: Complete the Booking Once you're happy with the setup, click "Book appointment" to confirm. All the notifications you selected will be automatically sent to the client, ensuring they stay informed. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the [Pabau Academy](http://academy.pabau.com/courses). 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