- New Appointment Confirmation to client and/or to staff
- Appointment Reminder to client and/or to staff
- Appointment Completed to client
- Appointment Edited/Rescheduled to client and/or to staff
- Appointment Cancelled to client and/or to staff
- Appointment No Show to client
In this help doc we'll cover -
All of the emails that get sent out about appointments on your account can be viewed on the Appointment Detail page for that appointment. If you want to view these emails, you'll need to go to the Appointment Emails tab near the bottom of the page -
Under that tab, you can confirm that all the emails got sent about the appointment, check when they got sent and can view them to see the message that got sent by clicking on the View button next to each -
This will pull up a window where you can read the text of the message -
If your client or staff did not receive the appointment confirmation email at the time the appointment was created, you can click on the Resend button -
This will pull up a small window where you can see the message that got sent to either staff or client and can make any changes to it. To resend the message, you'll need to click on the green Send Email button -
Once the email gets sent, a new record will get created under the Appointment Emails tab -
The staff signature shows up in the footer of all of the email templates that get sent by your account. If you want to customize your staff signature, you'll need to make changes to the Email Signature field found at the bottom of your staff profile -
By default your staff signature will use email tags to say -
You can contact us at:
Staff Name
Business Name
Staff Email
Staff Phone
As you can see from all screenshot below, this signature shows after the body of the email and automatically populates values for those email tags -