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

  1. Ensure that you are at the organizational level.

  2. On the main menu, click the Admin tab to open the admin dashboard.

  3. Click Organization > Organizations.

    The Manage Organizations page appears.

  4. Click the Email/Texts tab.

  5. Expand the Mobile/Webstore section.

  6. Click Edit next to Appointment Confirmation-Online.

  7. On the Edit page, configure the following templates:

    • Appointment Confirmation – Online Booking - 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 box 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 (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 appear as is and will not be expanded. For example, if you use [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. When the email is delivered to guests, the first name of the corresponding guest appears in the email.

    • Appointment Confirmation – Online Booking – 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 appear as is and will not be expanded. For example, if you use [FirstName] macro in the text message such as 'Hi [FirstName]' then, test message continues to show 'Hi [FirstName]' and does not show actual first name of the receiver. When the text message is delivered to guests, the first name of the corresponding guest appears in the text message.

  8. Click Save.

Learn more

Available Macros to Customize Email/Text Notification for Appointment Confirmation for Online Booking

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