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Set up email sendings linked to appointments
Set up email sendings linked to appointments
Updated over 3 years ago

You can send alerts by e-mail linked to the creation/delation of appointments in your calendar.

To do this, go to your calendar and click on the calendar's configuration icon at the top right.

Then, you will see this page:

Here you can set up the sending of emails. There are 3 types of emails:

- Confirmation emails to the customer

This function is activated by default. When activated, an email is sent automatically to the email address of the customer as soon as a new appointment is saved in the calendar (provided that the email address is saved in the customer's file). An email is also sent if you delete the appointment. But, if you modify the appointment, then, there won't be a new email sending.

You can also indicate whether you want a consent request (to send marketing messages to your customer) to be added to this email.

The confirmation email (creation or deletion) contains only the list of services, the time of the appointment and the duration of the service(s).

An email will be sent to the customer to tell him/her they didn't show up to their appointment if you click on this button:

- Alert emails to the main address

This function sends an alert email to the main email address specified in the calendar's settings as soon as an appointment is placed in the calendar.

- Alert emails to staff members

This function sends an alert email at the creation of a new appointment to the employee who will perform the service. This supposes that the email address of the employee has been saved in their file in Settings / Employee

You can set it up differently depending on wether the appointment was made in the calendar or online.

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