Booking Reminder Template

1. Navigate to WhatsApp Templates

1. Go to Templates > WhatsApp in the Mercuri CX dashboard.

1. Click Create Template.

2. Select the WhatsApp Account that will be used to send out WhatsApp messages.

1. Configure Template Details

Fill in the basic template info:

• Template Name: booking_reminder_whatsapp (Use an easy name to identify later)

• Language: English (or as per your customer base)

• Category: UTILITY (since it’s an informational message)

[ Understand the different categories of WhatsApp templates]

1. Fill Template Components

Header (Optional):

Note: Headers can contain only one variable if needed.

[Click here to explore different media that can be added to the header ]

Body:

1. Add the message content in the Body section of the template.

2. To include dynamic information like customer name and service details, use the "Add Variable" button located at the right end of the Body field.

Sample message :

Hi {{1}}, 👋 This is a friendly reminder from {{2}}. You're scheduled for {{3}} on {{4}} .

We look forward to seeing you!

Variables :

Add a variable value to the corresponding placeholders with a sample value

Note: Each {{ }} It is a placeholder that gets replaced dynamically during automation:

• {{1}} → Customer name

• {{2}} → business name

• {{3}} → service title

• {{4}} → Start Date and Time

Note: Assign sample values for each variable before submitting for approval.

3. Click on Create template after filling in all the required details.

1. Go to the Templates section in the left-hand menu of the Mercuri dashboard, and select SMS.

1. In the top-right corner, click Create Template to begin.

3. Fill in Template Details

You’ll be directed to the SMS template creation form. Fill in the following:

• Template Name: Enter a short, descriptive title so it’s easy to identify the purpose of the message.

Example

booking reminder SMS 

• Template Text: Craft a clear and concise message (within 160 characters). You can personalize it using dynamic variables.

• Click the Add Variable button in the bottom-right corner of the body section to insert placeholders.

  Example:

  Copy

  Hi {{name}}, reminder: You have an appointment for {{service}} at {{business_name}} on {{date and time}}.
  

4. Variable Mapping

Map each {#var#} to the actual data fields, like customer name , service title, start date and time .

5. Preview

View the SMS Preview to see how the final message will appear to customers.

6. Save the Template

Click Create to save your SMS template. It will now be available to use in campaigns, automations, or workflows.