How to Customize Email and SMS Appointment Confirmations

startpage

  1. 1. Click on Settings

    Click on Settings
  2. 2. Click on Email Templates

    Click on Email Templates
  3. 3. Click on Appointment confirmation - customer…

    Click on Appointment confirmation - customer…
  4. 4. Confirmations can be sent to more than one recipient or in CC to the Organization or an employee

    Confirmations can be sent to more than one recipient or in CC to the Organization or an employee
  5. 5. Click on Email content

    Click on Email content
  6. 6. The text can be customized

    The text can be customized
  7. 7. There are also lists of Text markers or place holders under Text Module

    There are also lists of Text markers or place holders under Text Module
  8. 8. Click on Appointment

    Click on Appointment
  9. 9. Save any changes and click on settings again

    Save any changes and click on settings again
  10. 10. Click on SMS Templates

    Click on SMS Templates
  11. 11. Click on Appointment reminder - customer…

    Click on Appointment reminder - customer…
  12. 12. Check Send to additional recipients if you like

    Check Send to additional recipients if you like

Configuration

  1. 13. Edit text

    Edit text
  2. 14. and Markers can also be used here

    and Markers can also be used here
  3. 15. to define which confirmations are sent according to appointment template go back to settings

    to define which confirmations are sent according to appointment template go back to settings
  4. 16. Click on Appointment Templates

    Click on Appointment Templates
  5. 17. Select the appointment template

    Select the appointment template
  6. 18. Click on Email templates

    Click on Email templates
  7. 19. Check Customize email template selection

    Check Customize email template selection
  8. 20. Select the relevant confirmations

    Select the relevant confirmations
  9. 21. Click on SMS templates

    Click on SMS templates
  10. 22. Check Customize SMS template selection

    Check Customize SMS template selection
  11. 23. Select the diesired SMS confirmations for this appointment Template

    Select the diesired SMS confirmations for this appointment Template