Customize Email and SMS Messages

You can update the wording, subject lines, job information, policies, payment links, and other details included in each message. This helps your communication

You can customize many of the notifications and reminders sent through Allison, including:

The available messages may vary depending on the features enabled for your account.

You can also open the Content tab within the Messages settings to view all available customer and cleaner messages.

Find the message you want to customize and select Edit.

When editing a message, the configuration appears on the left side of the screen. A live preview appears on the right.

Depending on the message, you may be able to edit:

As you make changes, the preview updates automatically.

Once the message looks the way you want, select Save.

The saved version will be used the next time Allison sends that message.

To edit the text message version, select the SMS tab at the top of the message editor.

You can rewrite the message and add any supported variables or content blocks.

For example, you could add language such as:

The preview will display an example of how the message will appear with real information populated.

Select Save when you are finished.

Variables automatically insert information from Allison into a message.

Examples may include:

For example:

When the message is sent, Allison replaces each variable with the appropriate information.

Only use variables available within the message editor. Available variables may differ depending on the type of message you are customizing.

Content blocks add preformatted sections of information to a message.

Available blocks may include:

You can remove blocks you do not want included or add them back later.

For example, you may decide to remove the full job and price summary from a confirmation while keeping the appointment date and arrival window.

The preview on the right side of the editor shows how the message will appear when it is sent.

It updates automatically as you:

The preview uses example customer and job information. The actual message will use the information associated with the customer and job receiving the notification.

Some variables pull information from other areas of your Allison settings. For example, the arrival window shown in a reminder is based on your scheduling settings.

To update your default arrival window:

The updated information will then populate messages that use the arrival window variable.

The same principle applies to other details such as cancellation policies, appointment information, and company information.

You can also customize the branding used in your email messages.

From the message editor, select Set Logos and Colors.

You can use these settings to add your company logo and update the colors used in customer-facing communications.

Branding settings are separate from message content. Updating your branding will affect the appearance of supported emails, while editing message content changes the wording and information included.

The SMS editor displays an indicator showing the approximate length of your message.

Long SMS messages may be divided into multiple text message segments. Extremely long messages may also be more likely to experience delivery problems or appear overwhelming to customers.

For the best results:

The Messages settings also allow you to enable or disable different notifications and reminders.

Turning a message off prevents Allison from sending it. Editing the content changes what Allison sends when the message is enabled.

Before disabling a message, confirm that customers or cleaners do not depend on it for important scheduling or job information.

Before removing a block, consider whether it contains information customers need, such as:

Messages should sound like the way your company communicates everywhere else. You can make them warmer, more formal, more concise, or more detailed depending on your brand.

Email and SMS are edited separately. Updating the email version does not automatically rewrite the SMS version. Review and save both formats when making a major communication change.

Carefully review the preview for:

No. Changes apply to messages sent after the updated content is saved.

Yes. Use the available blocks in the message editor to add it back.

The editor uses example information to demonstrate how the message will appear. The actual message will use the information from the relevant customer, job, cleaner, and company account.

Yes. Email and SMS content can be customized separately.

The arrival window variable pulls from your scheduling configuration. Review the arrival window under Settings → Scheduling and Clock In.

Open the branding settings by selecting Set Logos and Colors and confirm that a logo has been uploaded and saved.

Only the text and variables remaining in the editor will be sent. Review the preview carefully to ensure the message still contains the necessary information.

If you have questions about customizing a message or are unsure which information to include, contact the Allison team for assistance. [email protected]