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How to Use Messages

  • Last Updated: April 3, 2025

Messages are used to communicate with clients by email. Send birthday greetings and promo alerts to individuals or groups. If you are a service-based business, the Messages module works seamlessly with the Service Scheduling module so you can set up email reminders for clients. Emails settings must be enabled in order to use messages.

  • Note: Enable your Exatouch email settings before you use the Messages module. See: Enable Email Settings

Messages Module Features

  • Appointment Reminders
    Appointment reminders work in conjunction with the Services module, enabling you to send day-of or advance appointment reminders directly from Exatouch. Reminders can be customized with text formatting, links, and images.
    To use this feature: Navigate to Home > Messages > Reminders.
    For more information, see: Create Appointment Reminders
  • Birthday Greetings
    Use Exatouch to schedule day-of or advance birthday greeting emails to customers. Birthday messages can be customized with text formatting, links, and images. It’s a great way to connect, build loyalty, and incentivize future visits.
    To use this feature: Navigate to Home > Messages > Birthday.
    For more information, see: Create Birthday Greetings
  • New Email Campaigns
    Set up new marketing campaigns and send out email blasts with multiple, targeted distribution lists. Note that coupons can not be sent via email campaigns. Email campaigns can customized with text formatting, links, and images, and distribution lists can be saved or modified for future campaigns.
    To use this feature: Navigate to Home > Messages > New.
    For more information, see: Setup Email Campaigns
  • Messages Schedule
    Scheduled emails (including birthday greetings, marketing campaigns, and appointment reminders) can be viewed and managed from the Messages module. Email recipients can also be deleted from distribution lists.
    To use this feature: Navigate to Home > Messages > Schedule.
    For more information, see: View Scheduled Messages
  • Inbox
    View, create, reply to, forward, search, and delete messages in the Inbox.
    To use this feature: Navigate to Home > Messages > Inbox.
    For more information, see: View Your Inbox

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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Related Topics

  • Register App Setup
  • Marketing Tools

Related Articles

  • Enable Email Settings

    Last Updated: March 19, 2025

  • View Scheduled Messages

    Last Updated: November 16, 2023

  • Create Appointment Reminders

    Last Updated: April 11, 2025

  • Create Birthday Greetings

    Last Updated: April 10, 2025

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