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Question

Is there a way to rename "session" to "appointment" within the scheduler?

  • January 30, 2024
  • 4 replies
  • 57 views

jasminemoran

Is there a way to rename “session” to “appointment” within the scheduler? I really want to be able to use the automations for the scheduler, but feel like the word “session” is confusing or at least not the terminology I would like to use for my business type. Is there any way around this or is this something that has been requested before?

 

For example, the reminder email looks something like this:

Subject: Your upcoming session

Hi First Name,
This is a reminder that you have an upcoming session scheduled. Please view the details below and reach out if you have any questions.

Session name: Name Here
When: Date Here
Duration: Time Here
Your comments: Comments Here

 

I would like it to be something like this:

Subject: Your upcoming appointment

Hi First Name,
This is a reminder that you have an upcoming appointment scheduled. Please view the details below and reach out if you have any questions.

Appointment type: Name Here
When: Date Here
Duration: Time Here
Your comments: Comments Here

 

I send all of my appointment confirmations and reminders manually because of the word “session” and would really like to automate these parts of my business. 😄 Even just being able to edit the emails like we can for payment reminders would be super helpful to me!

4 replies

Regina Martinez
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I struggle with the word ‘session’ as well! You should post this in the Feature Requests!

Lately, I’ve been using the smart fields in emails to recreate this email and I trigger it in an automation once the session is scheduled:
 

Hi {FIRST NAME},
This is a reminder that you have an upcoming appointment scheduled. Please view the details below and reach out if you have any questions.

Appointment type: {PROJECT NAME}
When: {PROJECT DATE}
Duration: {PROJECT START TIME} - {PROJECT END TIME}


A few caveats…
- this only works for one-time sessions in a new project that the *client* schedules (so the automation will be added)
- manually scheduling a session won’t trigger the automation, you’d have to add it again ​​​​
- we don’t have fields for session times/dates but if you set the session to become the project date, it will automatically update your project date and time)


Diana The Finer Points
Luminary
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Regina has a great workaround!
 

also just want to mention and encourage, don’t let a word stop you from running your business more efficiently. Your clients will follow you and will appreciate the workflow you’ve put together.  Do what’s best for your lifestyle and make running your business as easy as possible for yourself. We obsess (I’m talking about myself here) over the tiny details and make it harder for ourselves because we want to get it *just* right (again, def me). Only to find out they don’t care as much as we do (rude). Just wanted to give you freedom to use it with the verbiage of “session” if needed. You got this!


jasminemoran

Thank you @Regina Martinez & @Diana - The Finer Points for answering my question! I’m sorry I disappeared for a literal month haha. I really appreciate the feedback though! For my business type, I have appointments scheduled all the time and sometimes clients will schedule 10 appointments at once so I’m not sure the smart fields emails would work for me. I think I have gotten over the word “session” at this point haha but there are still some things that I wish we could customize. I will definitely add this to Feature Requests though and hopefully we can have some more customization in the future! :)

 

Thanks again!!


Preserved Pine

This needs to be fixed. I hear the Honeybook company feedback of ‘don’t let perfect get in the way’ but come on, not everyone is a therapist!