There are 5 types of email notifications that can be sent:
Client Cancellation - sent to a client to confirm an appointment cancellation Client Confirmation - sent to a client to confirm an appointment was scheduled Client Reminder - sent to a client to remind the client of an upcoming appointment Staff Cancellation - sent to the staff email address when an appointment canceled Staff Confirmation - sent to the staff email address when an appointment is scheduled
To set up these email notifications:
Go to the Administrator Select the Business tab on the top left Select the Policy/Email tab on the top right (see figure below) Halfway down the right panel is a list of emails you can tailor Select the email you want to change, i.e. Client Confirmation Click the Edit button at the bottom Check Enable on Client Scheduler for emails to be sent when a client cancels or schedules Check Enable on Receptionist Desktop for emails to be sent when a receptionist cancels or schedules Set the Subject to something specific to your business so clients don't overlook it. If you would like to include a Salutation, such as "Dear", enter it in the Salutation field Select "Use first name" if you would like to include the client's first name in the email Select "Use last name" if you would like to include the client's last name in the email Select both "Use first name" AND "Use last name" if you would like to include the client's first and last name in the email Any EXTRA details you would like to include with your appointment confirmations and/or reminders should go in the Body area. This text will be included in your client's email and will appear just before the appointment details. You can see an example of an email appointment confirmation attached to this FAQ (at the bottom). Click the Save button at the bottom.
Note: Client Reminder email notifications will always be sent out
