Email notification
Sent
Your booking is confirmed
Everything your client needs, delivered straight to their inbox.
Clients & communications
Keep every client conversation connected
Confirmations, reminders, forms, and notes live on the same booking, so the conversation and the record stay together.
Client communications
The right message, right on time.
From confirmations and reminders to live booking updates, pencilIN keeps every client and team member informed automatically. Email, SMS and in-app notifications are recorded against the booking, so the full conversation stays easy to follow.
- Automated confirmations and reminders
- Email, SMS and in-app updates
- A clear history against every booking
What you get
App and email notifications
Confirmations and reminders by app and email so clients know what they booked.
SMS notifications
SMS on Pro, with a monthly segment allowance, for reminders that actually get read.
Reviews and notes on the booking
Client feedback and private team comments stay on the visit record. Pro and above.
Google Business Profile reviews
Monitor and respond to Google reviews inside TeamworX, connected to bookings. Pro and above.
Digital forms on the journey
Collect intake or consent through TeamworX forms before the appointment. Pro integrations.
Documents on the booking
Link documents to the booking so the file is not sitting in a separate drive. Pro integrations.
Messages on the booking record
Keep reschedule chatter and notices on the same timeline as status and payment.
Automated rebook reminders and chase
Prompt clients to book the next visit, then chase if they do not. Distinct from appointment reminders.
Coming soon
On the roadmap. Not in the product today.
Client CRM / 360 profiles
Coming soonA full client view: history, notes, forms, and preferences in one profile, not only on the last booking.
Clients & communications
Frequently asked questions
Answers about clients & communications on pencilIN.
Do you send reminders?
Email and in-app notifications are included. SMS is on Pro, with a monthly segment allowance.
Can we collect forms before the visit?
Yes. TeamworX digital forms can sit on the booking journey so clients complete them in advance. That is a Pro integration.
Where do Google reviews go?
Pro includes Google Business Profile reviews inside TeamworX, next to the operational booking record.
