This notification setup is suitable for businesses where appointment confirmation is required. For example, a receptionist calls the client to confirm the visit details. After that, the client will receive a message that the appointment has been confirmed, along with the visit details.
To confirm an appointment, you need to click Confirm appointment in Reports > Upcoming Appointments or in the appointment window.
It is used when the business cannot guarantee service delivery in real time and online bookings require confirmation.
Setup and editing #
- In the main menu, go to Settings > System settings > Notifications, and open the Notification types tab.
- In the Client > Increased attendance section, select Appointment confirmation notification by clicking the notification name or the pencil icon.
On the General settings tab, set up how notifications will be sent via multiple channels. More details about multi-channel notification scenarios are available in the article. Available sending channels:
- SMS / chat-bots
- Branded app
Templates #
After configuring the sending scenarios, set up templates for different channels. More details on notification template setup are available here.
- When editing the notification on the Notification templates tab, you can specify different text for each available sending channel.
- For the SMS template, variables are available — the system will automatically insert visit, service, client, or location details in their place. To add a variable to the template, click Add variable, then choose the one that matches the meaning.
After adding a variable, use a space to separate the variable from the main text and from other variables.
- In SMS notification templates, you can use emoji. To do this, click the emoji button and select one of the suggested options or add your own.
Standard templates with variables
Appointment confirmed. Specialty (genitive case): Team member name, Service: Services in visit, Time: Appointment date and time. Details: Link to appointment details
Appointment confirmed. Service: Services in visit, Time: Appointment date and time. Details: Link to appointment details
Appointment confirmed. Details: Link to appointment details
Example:
Appointment confirmed. Barber: John, Service: Men’s haircut, Time: 25 April at 20:00. Details: [link to appointment details]
- For the Email channel, template editing is not available, but you can add additional information. To do this:
- When setting up notification templates, go to the Additional information in email tab.
- Enter extra text, upload an image, or add a link.
- To see how the email will look, click Email preview.
- Click Save.
More details on notification template setup are available in the article.
For all notification templates, preview is available — how the message will look when sent to a client, team member, or receptionist including variables.
Completing the setup #
After finishing the configuration, click Save in the bottom-right corner of the page.
To enable the notification, return to the Notification types tab and switch the toggle to the active state. To disable it, switch the toggle off.
To the right of the notification name, you will see the names of the sending channels that are enabled for this notification type.
Sending the notification #
The notification is sent immediately after a staff member or administrator confirms the appointment.
You can confirm an appointment in two ways:
In the appointment window, go to Notifications and click Send or Send again if such notifications have already been sent before.
In Reports > Upcoming Appointments, click Confirm appointment (the button with a checkmark icon).
