Client notification types

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

For more information about notifications, see Automated notifications.

For information on how to customize notifications, see Customizing automated notifications.

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 embedded videos in emails.

In this article:

    Registration

    Notification type Description
    Welcome Sent 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-In Sent when a client is manually added as a lead through the Lead Capture Widget or through 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.

    If the client does not accept the request, the Subscribe to news and updates of [Business name] communication setting will not be enabled in the client profile. To opt into client notifications, the setting must be manually enabled.

    If the Notification Opt-In email notification is disabled, prospective clients who enter their information via the Lead Capture Widget will automatically be added to your notification list. If a client is Canadian, you will have to ensure you are complying with Canadian Anti-Spam Legislation (CASL).

    Appointments

    Notification type Description
    Appointment Request Approved Sent to inform the client when their Appointment is approved by the staff member.
    Appointment Canceled by Client – Early Sent 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 Canceled by Client – Late Sent to inform the client that they have canceled their Appointment outside of the accepted time frame. This notification will not be sent to the client if the client’s notification is marked as a late cancel by a staff member. The time frame for a late cancel is set within the Booking Policy section of the Business Policies.
    Appointment Canceled by Staff Sent to inform the client that their Appointment has been canceled or their booking has been marked as a late cancel or early cancel by a staff member.
    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 Confirmation Sent 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 Canceled by Staff Sent to inform the client that a recurring Appointment has been canceled by a staff member.
    Recurrent Appointment Canceled by Client Sent to inform the client that they have successfully canceled their recurring Appointment.
    Appointment Request Has Been Denied Sent to inform the client that a request they had made for an Appointment was denied.
    Appointment Request Sent 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 type Description
    Credit Card Update Required – One Month Sent to inform the client that their credit card is expiring in one month and updated information is required.
    Invoice An invoice/receipt is sent to the client when they make a purchase.
    Membership Payment – Billed to Account Sent to inform the client that a membership has been paid for using the client’s account balance.
    Automatic Payment Failed Sent 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 that have been modified at the point of sale, and Purchase Options set to automatically convert.
    Membership Payment Confirmation Sent to inform the client that their payment for automatically renewing services was successful.
    Membership Renewal Sent to inform the client that their membership for services has been renewed successfully.
    Purchase Refunded Sent to inform the client that a refund has been processed, with transaction information included in the notification.

    Purchases

    Notification type Description
    Gift card Sent 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 Success Sent to the client when an automatic renewal or scheduled payment of a pass or membership has been successfully charged.
    Purchase Receipt Sent when a client makes a purchase from the online store, with a copy of the receipt included in the notification.
    Receipt – Billed to Account Sent when an item is purchased and paid for using the client’s account, with a copy of the receipt included in the notification.
    Sales Receipt Sent when a staff member sells an item to the client from the store, with a copy of the receipt included in the notification.
    Thanks for purchasing an introductory offer Sent when a client purchases an introductory offer.

    Classes

    Notification type Description
    Class Booking Confirmation Sent to inform the client that their Class was booked successfully.
    Class Booking (Reservation) Canceled by Staff Sent to inform the client that their Class booking has been canceled by a staff member.
    Class Canceled by Client – Early Sent 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 Canceled by Client – Late Sent 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 is eligible for promotion from a wait list. If they confirm, they will be booked and expected to attend the Class session.

    After confirming, they will also receive the Class Wait List Promotion (Confirmation not Required) notification.

    Class Wait List Promotion (Confirmation not Required) Sent to inform a client who has been promoted from wait list that they have been booked into the session and are expected to attend the Class session.
    Class Reminder Sent to remind a client that they have an upcoming Class.
    Recurrent Class Booking Sent to inform the client that a recurring Class session has been successfully booked.
    Recurrent Class Canceled Sent to inform the client that a recurring Class session has been successfully canceled.
    Class Reservation Wait List Sent 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 Changed Sent 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 Canceled Sent to inform clients that a Class session they had been booked to attend was canceled.
    Class Schedule Details Have Changed Sent 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 type Description
    Review Request Sent 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 Review Sent to inform the client that the business has replied to their review.

    Events

    Notification type Description
    Event Sessions Canceled Sent to inform the client that the Event session(s) they had booked were canceled.
    Event Canceled by Client – Early Sent 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 Canceled by Client – Late Sent 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 Confirmation Sent to inform the client that their Event was booked successfully.
    Event Wait List Promotion (Client Confirmation Required) Sent to request confirmation from a client who is eligible for promotion from a wait list. If they confirm, they will be booked and expected to attend the Event.

    After confirming, they will also receive the Event Wait List Promotion (Confirmation not Required) notification.

    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 Reminder Sent to remind a client that they have an upcoming Event.

    NoteIf a client’s status is marked as Attended before the scheduled date of a session, they will not receive this notification.
    Event Reservation Wait List Sent 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 Changed Sent 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 Canceled Sent to inform clients that an Event they had been booked to attend was canceled.
    Event Schedule Details Have Changed Sent to inform clients of the changes to the Event schedule of an event they have already booked.
    Event Sessions Booking Confirmation Sent 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 type Description
    Thank You for Your First Online Booking Sent to thank a client for their patronage after they book their first service.
    Email with the Purchase Contract You can manually send this email to a client when they sign a contract for a purchase that they made.
    Anniversary Sent every year on the date that the client became a member of the business.
    Client Birthday Sent on the client’s birthday each year to offer congratulations.
    Email is Changed Sent when a client changes their email address to confirm that the changed email is correct.
    Password is Changed Sent when a client’s password has been changed to confirm that the client is aware of this activity.
    Email with the Terms and Conditions Sent when a client signs your online waiver. This notification includes a copy of the online waiver and the signature date.

    Rewards points

    Notification type Description
    Prize Redemption Sent after the client uses a prize. For more information, see Rewards Program.
    Was this article helpful?
    (170 out of 171 people found this article helpful)
    Still need help? Contact us
    Cancel