We’ve introduced customizable email notifications for your Calendars! You can now send tailored emails when appointments are booked, canceled, rescheduled, or need reminders or follow-ups. Notifications can be configured for Contacts, Guests, Users, and any additional email addresses you specify. This feature allows you to streamline notifications to suit your business needs, ensuring effective communication with your customers.
You now have the option to set up six different types of appointment notifications. These notifications can be either email notifications and/or in-app notifications.
Appointment Booked (Unconfirmed Status): Sent immediately when an appointment is booked with the unconfirmed status.
Appointment Booked (Confirmed Status): Sent immediately when an appointment is booked with the confirmed status confirmed or when an appointment's status is updated to confirmed.
Cancellation Email: Sent when an appointment is canceled, marked as a no-show, or deemed invalid.
Reschedule Email: Sent when the appointment date or time is changed.
Reminder Email: Sent before the appointment based on the timing you configure.
Follow-Up Email: Sent after the appointment based on the timing you configure.
You can manage email notifications at the individual calendar level. Follow these steps to configure your settings.
Go to Calendar > Calendar Settings.
Select the calendar you wish to configure.
Click on the Notifications tab.
You have several options to customize each notification type to give you, your team, and your customers the best experience possible!
Customize Content for each receiver type: Contact, Guest, User, or Additional Emails.
Disable Notifications for certain receiver types if you do not want them to receive a specific notification
You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on.
Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list.
Optionally, send a test email to see how the notification looks.
For Reminders and Follow-Up Emails, configure when the email should be triggered:
For Reminders, set how far in advance the email should be sent before the appointment.
For Follow-Up Emails, set how long after the appointment the email should be sent. You can also add multiple trigger timings if needed.
Save Your Settings once you’ve configured the email notifications for each type and receiver.
From the list of notification types, Go to the In-App tab.
Choose the Users to Notify
Ensure that the toggle is turned on
Here, you can choose which users should receive the notification.
Configure Time Triggers for Reminders and Follow-Up Notifications
For Reminders and Follow-Up notifications, you can set when the notification should be triggered.
Reminders: Specify how far in advance the notification should be sent before the appointment.
Follow-Up: Specify how long after the appointment the notification should be sent.
