Client notification types

This article describes all the different types of client notifications available in the system. Each notification uses a customizable template.

NoteDirect links can be used in notifications to confirm or cancel bookings. Clients will be prompted to log in to their account with your business to access these links.

NoteIf you want to embed a video in your email template, you must contact your email provider to see if they allow you to send embedded videos in emails.

In this article:

Registration

Notification typeDescription
WelcomeSent when a client first creates an account. This email welcomes the client and engages them – potentially informing them of the services offered by the business or offering them special introductory offers.
Notification Opt-InSent when a client is added as a lead manually or through the Lead Capture Widget or a lead capture campaign. This notification requests that the client opt-in to receive notifications. If the client accepts the request, the Subscribe to news and updates of [Business name] communication setting is automatically enabled in the client’s profile. For more information about client notification settings, see Changing a client’s notification settings.

Appointments

Notification typeDescription
Appointment Request ApprovedSent to inform the client when their Appointment is approved by the staff member.
Appointment Cancelled by Client – EarlySent to confirm the client has canceled their Appointment within the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Appointment Cancelled by Client – LateSent to inform the client that they have canceled their Appointment outside of the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Appointment Cancelled By StaffSent to inform the client that their Appointment has been canceled by a member of staff.
Appointment Change General Information (Client Notification)Sent to inform the client that a change has been made to the general setup of an Appointment Type that they have booked. For example, this notification is sent when the name of the Appointment Type is changed.
Appointment Change (User Notification)Sent to inform the client that a change has been made to their Appointment booking by a staff member. For example, this notification is sent when a staff member reschedules an Appointment booking.
Appointment ConfirmationSent to inform the client that they have successfully booked an Appointment. Use the [ButtonConfirm] email variable to include a link the client can click to confirm their booking in the email notification.
Recurrent Appointment Cancelled By StaffSent to inform the client that a recurring Appointment has been cancelled by a staff member.
Recurrent Appointment Cancelled By ClientSent to inform the client that they have successfully canceled their recurring Appointment.
Appointment Request Has Been DeniedSent to inform the client that a request they had made for an Appointment was denied.
Appointment RequestSent to inform the client that their request for an Appointment was successfully placed.
Appointment Reminder (Client)Sent to remind the client that they have an upcoming Appointment. By default, this email is sent one hour before the Appointment is scheduled.
Client No-show (Appointment)Sent to inform the client that they had not shown up to a scheduled Appointment.

Billing

Notification typeDescription
Credit Card Update Required – One MonthSent when the client’s credit cards is expiring in one month to inform the client that their credit card is expiring soon and updated information must be entered.
InvoiceAn invoice/receipt is sent to the client when they make a purchase.
Membership Payment – Billed to AccountSent to inform the client that a membership has been paid for using the client’s account balance.
Automatic Payment FailedSent to inform the client that their payment for automatically renewing services has failed. These include all auto-renewal payments, auto-payments, services with future billing dates which have been modified at the point of sale, and Purchase Options set to automatically convert.
Membership Payment ConfirmationSent to inform the client that their payment for automatically renewing services has gone through.
Membership RenewalSent to inform the client that their membership for services has been renewed successfully.
Purchase RefundedSent to inform the client that a refund has been processed. Includes transaction information.

Purchases

Notification typeDescription
Gift cardSent to inform the client that they have received a gift card. You must include the email variable [CardNo] in the notification template to show the gift card redemption number.
Automatic Payment SuccessSent to the client when an automatic renewal or scheduled payment of a pass or membership has been successfully charged.
Purchase ReceiptSent when a client makes a purchase for him or herself from the online store. This email includes a copy of the receipt.
Receipt – Billed to AccountSent when an item is purchased and paid for using the client’s account. This email includes a copy of the receipt.
Sales ReceiptSent when a staff member sells an item to the client from the store. This email includes a copy of the receipt.
Thanks for purchasing an introductory offerSent when client purchases an introductory offer.

Classes

Notification typeDescription
Class Booking ConfirmationSent to inform the client that their booking of a Class was successful, and to serve as a reminder.
Class Booking (Reservation) Cancelled by StaffSent to inform the client that their Class booking has been canceled by a staff member.
Class Cancelled by Client – EarlySent to confirm with the client that they have canceled their Class booking within the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Class Cancelled By Client – LateSent to inform the client that they have canceled their Class booking outside of the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Class Wait List Promotion (Client Confirmation Required)Sent to request confirmation from a client who has been promoted from a wait list. If they confirm, they will be booked and expected to attend the Class session.
Class Wait List Promotion (Confirmation not Required)Sent to inform a client who has been promoted from wait list that they have been booked and are expected to attend the Class session.
Class ReminderSent to remind a client that they have an upcoming Class.
Recurrent Class BookingSent to inform client that a recurring Class session has been successfully booked.
Recurrent Class CancelledSent to inform client that a recurring Class session has been successfully cancelled.
Class Reservation Wait ListSent to inform the client that the Class session is full, but that they are on the wait list to potentially attend if there are people who drop out.
Class Type Has ChangedSent when the client’s booked Class has a change to its title or category. This notification informs the client of the potential that the Class will be different from the one they originally signed up for.
Class CancelledSent to inform clients that a Class session they had been booked to attend was canceled.
Class Schedule Details Have ChangedSent to inform clients of the changes to the Class schedule of a Class they have already booked.
Client No-show (Class)Sent to inform the client that they had not shown up to a booked Class.

Customer review notifications

Notification typeDescription
Review RequestSent after a client attends a new Class, Event, or Appointment to request a review of the service provided. The notification will include a link to write a review on your WellnessLiving Directory Listing.
NoteA notification will only be sent to clients who have not yet left a review for the business.
Business Replied to ReviewSent to inform the client that the business has replied to their review.

Events

Notification typeDescription
Event Sessions CancelledSent to inform the client that the Event session(s) they had booked were canceled.
Event Cancelled by Client – EarlySent to confirm with the client that they have canceled their Event booking within the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Event Cancelled By Client – LateSent to inform the client that they have canceled their Event booking outside of the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Event Booking ConfirmationSent to inform the client that their booking of an Event was successful, and to serve as a reminder.
Event Wait List Promotion (Client Confirmation Required)Sent to request confirmation from a client who has been promoted from wait list. If they confirm they will be booked and expected to attend the Event.
Event Wait List Promotion (Confirmation not Required)Sent to inform a client who has been promoted from wait list that they have been booked and are expected to attend the Event.
Event ReminderSent to remind a client that they have an upcoming Event.
Event Reservation Wait ListSent when a client attempts to book a full Event to inform the client that the Event is full, but that they are on the wait list to potentially attend if there are people who drop out.
Event Type Has ChangedSent when the client’s booked Event has a change to its title or category. This notification informs the client of the potential that the Event will be different from the one they originally signed up for.
Event CancelledSent to inform clients that an Event they had been booked to attend was canceled.
Event Schedule Details Have ChangedSent to inform clients of the changes to the Event schedule of an event they have already booked.
Event Sessions Booking ConfirmationSent to inform the client that they have successfully signed up for Event session(s).
Client No-show (Event)Sent to inform the client that they had not shown up to a booked Event.

Profile notifications

Notification typeDescription
Thank You for Your First Online BookingSent to thank a client for their patronage after they book their first service.
Email with the Purchase ContractSent when a client signs a contract for a purchase they made.
AnniversarySent every year on the date that the client became a member of the business.
Client BirthdaySent on the client’s birthday each year to offer congratulations.
Email is ChangedSent when a client changes their email address to confirm that the changed email is correct.
Password is ChangedSent when a client’s password has been changed to confirm that the client is aware of this activity.
Email with the Terms and ConditionsSent when a client signs your online waiver. This email includes a copy of the online waiver and the signature date.

Rewards points

Notification typeDescription
Prize RedemptionSent after the client uses a prize. For more information, see Rewards Program.
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