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 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 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 type Description
Appointment Request Approved Sent to inform the client when their Appointment is approved by the staff member.
Appointment Cancelled 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 Cancelled by Client – Late Sent 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 Staff Sent 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 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 Cancelled By Staff Sent to inform the client that a recurring Appointment has been cancelled by a staff member.
Recurrent Appointment Cancelled 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 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.
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 which 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 has gone through.
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. Includes transaction information.

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 for him or herself from the online store. This email includes a copy of the receipt.
Receipt – Billed to Account Sent when an item is purchased and paid for using the client’s account. This email includes a copy of the receipt.
Sales Receipt Sent 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 offer Sent when client purchases an introductory offer.

Classes

Notification type Description
Class Booking Confirmation Sent to inform the client that their booking of a Class was successful, and to serve as a reminder.
Class Booking (Reservation) Cancelled by Staff Sent to inform the client that their Class booking has been canceled by a staff member.
Class Cancelled 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 Cancelled 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 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 Reminder Sent to remind a client that they have an upcoming Class.
Recurrent Class Booking Sent to inform client that a recurring Class session has been successfully booked.
Recurrent Class Cancelled Sent to inform client that a recurring Class session has been successfully cancelled.
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 Cancelled 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 Cancelled Sent to inform the client that the Event session(s) they had booked were canceled.
Event Cancelled 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 Cancelled 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 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 Reminder Sent to remind a client that they have an upcoming Event.
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 Cancelled 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 Sent when a client signs a contract for a purchase 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 the Terms and Conditions of your website.

Rewards points

Notification type Description
Prize Redemption Sent after the client uses a prize. For more information, see Rewards Program.
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