Automatic notifications that are sent to the receptionist immediately after an appointment is created. Two types of notifications are configured: for online bookings (created by the client) and for bookings created in the calendar (created by receptionist).
For online booking: right after the client creates an appointment via the online booking widget, the receptionist will receive a notification with the visit details.
For a booking created in the Appointment Calendar: right after an appointment is created in the Calendar (by another receptionist), the receptionist will receive a notification with the visit details.
Important
The receptionist who created the appointment will not receive a notification.
Setup and editing #
- In the main menu, go to Settings > System settings > Notifications, then open the Notification types tab.
- In the Receptionist section, select Appointment creation by client / Appointment creation by receptionist by clicking the notification name or the pencil icon.
- On the General settings tab, configure how notifications will be sent via multiple channels. For more details about multi-channel notification scenarios, see the article. Available channels:
- Admin app
- SMS / chat-bots
Templates #
After setting up the sending scenarios, configure templates for different channels. More details on setting up notification templates are available here.
- When editing the notification on the Notification templates tab, you can set different text for each available sending channel.
- For the SMS template, variables are available — they will automatically insert visit, service, client, or branch data. To add a variable to the template, click Add variable, then choose the one that fits the context.
After adding a variable, use a space to separate the variable from the main text and other variables.
In SMS notification templates, you can use emoji. To do this, click the smiley button and choose one from the list or add your own.
Standard templates with variables
New appointment: Client name (Client phone number); Service: Services in the visit; Professional: Professional name on Appointment date and time
New appointment: Client name (Client phone number); Professional: Professional name on Appointment date and time
New appointment: Client name (Client phone number) on Appointment date and time
Example
“New appointment: Liana (123456789); Service: Haircut; Staff: Clifford; on February 1 at 18:30”
For the Email channel, editing the template 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 additional text, upload an image, or add a link.
Click Save.
More details on setting up notification templates 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, taking variables into account.
Finishing setup #
- After completing 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 the notification, switch the toggle to the inactive state. To the right of the notification name, the enabled sending channels for this type will be displayed.
