Available Notification Options

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.

1. Appointment Booked (Unconfirmed Status): Sent immediately when an appointment is booked with the unconfirmed status.
   
   
2. 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.
   
   
3. Cancellation Email: Sent when an appointment is canceled, marked as no-show, or deemed invalid.
   
   
4. Reschedule Email: Sent when the appointment date or time is changed.
   
   
5. Reminder Email: Sent before the appointment based on the timing you configure.
   
   
6. Follow-Up Email: Sent after the appointment based on the timing you configure.

How to Set Up Appointment Notifications

You can manage email notifications at the individual calendar level. Follow these steps to configure your settings.

Step 1: Navigate to the Notifications Tab

1. Go to Calendar > Calendar Settings.
   
   
2. Select the calendar you wish to configure.
   
   
3. Click on the Notifications tab.

Step 2: Customize Your Notifications

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

Email Appointment Notifications

• 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.

In-App Appointment Notifications

• 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.

Important Notes

In-App Notifications:

1. The in-app notification configuration is customisable - for example, you can turn on the confirmation notification for the calendar but keep all other types turned off.
   
   
2. For Event Calendars, the default setting is that account admins will receive the notifications.
   
   
3. For other calendar types, the assigned user will be selected by default to receive notifications.

Email Notifications:

1. Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well.
   
   
2. You can create your email templates through the Email Builder in Marketing module > Emails > Templates.
3. Ensure you have added a subject line in your email template for successful delivery.
   
   
4. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).