To configure and customize the email or text messages (SMS) template for appointment cancellations:

  1. Ensure that you are at the organizational level.
  2. To open Admin Dashboard, on the main menu, click the Admin tab.
  3. On Admin Dashboard, click Organization > Organizations.
    The Manage Organization page opens.
  4. Click the Email/Texts tab.
  5. Expand the Appointment section.
  6. Next to Appointment Cancellation, Click Edit.
  7. On the Edit page, configure the following templates:
  • Appointment Cancellation Email - Select the 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 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 the [FirstName] macro in the email text such as   'Hi [FirstName]' then, test mail continues to show 'Hi [FirstName]' and does not show the actual first name of the receiver.
  • Appointment Cancellation Text Messages (SMS) - Select the 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 the [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.

8. Click Save.

See Also

Macros in the Appointment Confirmation Email/Text Notification

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