Transcript
Kim: We introduced appointment reminders because people kept forgetting bookings made several weeks earlier. I assumed the message itself would solve the problem. It helped, but we soon learned that when and how we sent it mattered just as much as the fact that it existed. Leo: What did you try first? Kim: An email two days before. It was cheap and easy, but many customers did not see it until after the appointment. We then moved to text messages. The response was better, though a few people disliked getting a text from a business they had visited only once. Leo: That is the permission issue. A phone number given for one booking is not always understood as permission for future marketing. Kim: Exactly. We now separate service messages from advertising. The booking form makes clear that the reminder is part of the appointment, while offers and news need a separate choice. Leo: I like that distinction. People are much less suspicious when the message has an obvious job. Kim: The wording changed too. Our first text said, 'Don't forget your appointment'. It sounded friendly to me, but one customer said it felt as if we expected her to be careless. Leo: Small phrases carry tone. A neutral message such as 'Your appointment is on Tuesday at three' gives the same information without telling the customer how to behave. Kim: We use that style now. We also include a short link to change or cancel the booking. At first I worried that making cancellation easy would increase cancellations. Leo: Did it? Kim: The number of cancellations rose slightly, but the number of people who simply failed to arrive fell much more. A cancelled slot can be offered to somebody else; an empty chair discovered at the last minute cannot. Leo: So the apparently negative number was actually useful. Kim: Yes. Timing is still tricky. A reminder sent a week ahead is useful for planning but easy to forget again. One sent an hour before is too late if the customer needs to change anything. Leo: I prefer two moments for expensive or long appointments: one early message asking people to review the booking, then a short reminder the day before. Kim: I would not do that for every service. If someone has a ten-minute appointment next Tuesday, two messages can feel like noise. Leo: Fair. The amount of contact should match the cost of a missed booking, not follow one rule for everything. Kim: Confirmation buttons caused another surprise. We added a button saying 'Yes, I'll be there'. Staff loved seeing confirmations, but some customers thought failing to press it would cancel the appointment. Leo: That is a design problem. A button should not create a second task unless the response is actually needed. Kim: We removed the button for normal bookings. For appointments that require special preparation, we still ask for confirmation because staff need to know before they set things up. Leo: What about people who repeatedly miss appointments? Kim: We contact them directly rather than sending stronger automatic messages. Sometimes there is a simple reason: a shift pattern changed, or the customer thought the booking was at our other branch. Leo: That matters. A system can notice repeated behaviour, but the response does not have to be automatic. Kim: We also tested adding the staff member's name to every reminder. Customers liked it when they were seeing a particular person, but it was confusing when schedules changed. Leo: So now you add the name only when it is genuinely part of what the customer booked. Kim: Exactly. Personal detail is useful only when it stays accurate. Kim: We also stopped putting too much detail in the message. Travel directions, parking notes and our full cancellation policy made the reminder look like a contract. The text now gives the time, place and change link. Extra information sits on the booking page. Leo: So the reminder is becoming shorter as the system becomes more useful. Kim: Exactly. We started by treating the message as a place to say everything. Now I see it as a prompt at the right moment, with a clear route to the next action. Leo: And I think our common principle is that reminders should reduce effort, not create a new set of small duties for the customer.