1. Ensure that you are at the organizational level.
  2. Select Admin > Organization > Organizations.
    The Manage Organization page appears.
  3. Select the Email/Texts tab.
  4. Scroll down to the Appointment section.
  5. Click Edit next to Appointment Reminder.

    6. On the Edit page, configure the below templates:

  • Appointment Reminder - Email
    - Select Turn this automated email on checkbox to activate the email template.
    - To send an email copy (Cc), click Add to include recipients by username,
      employee role, or email.    
      Note:
    For recipients added by role, all employees mapped to the role in the
      guest's base center receive the email notification.
    - Edit the Subject field and use the available macros (explained in the next
      section) if required.
    - Use the available macros to customize the content for plain text and HTML         emails.  
      Tip:
    Click Full Screen in the editor to edit the text in full-screen mode.
      Depending on the recipient's browser, the email is delivered as plain text (no      formatting and images) or HTML text (includes images, links, and formatting).
    - Click Send Test Email to send a test email and to view how the test email
       appears to your guest.
       Note: In the test email, macros will appear as is and will not be expanded. For
       example, if you have used [FirstName] macro in the email text such as 'Hi
       [FirstName]' then, test mail continues to show 'Hi [FirstName]' and does not
       show actual first name of the receiver. 
  • Appointment Reminder - Text Messages (SMS)
    - Select Turn this automated message on checkbox to activate the text
      message template.
    - Click Add to include recipients by their username, employee role, or phone
      number  
      Note: For recipients added by role, all employees mapped to the role in the
      guest's base center receive the message.
    - Use the available macros to customize text messages.    
      Important:
    Messages with more than 160 alphanumeric characters require two
      or more text (SMS) credits. Messages with one or more Unicode characters
      (international/multilingual text characters) require one text credit for every 70
      characters.
    - Click Send Test Message to send a test notification and view how the test
      message appears to your guest.
      Note: In the test message, macros will appear as is and will not be expanded.
      For example, if you have used [FirstName] macro in the SMS text such as 'Hi
      [FirstName]' then, test mail continues to show 'Hi [FirstName]' and does not
      show actual first name of the receiver.

     7. Click Save.

The guest receives the notification at a time configured in your organization’s settings (Admin > Organization > Organizations > Settings tab > Appointment Book > Send Appointment Reminder).
 

Troubleshooting

There may be times when a guest may fail to receive an intended email/text message. Learn more

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