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 typeDescription
    Notification Opt-InSent 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 clicks the button, they will be taken to the Notifications tab in the Client Web App where they can modify their communications settings. For more information, see Client Web App: Changing the notification settings.

    If the Notification Opt-In email notification is disabled, prospective clients who enter their information via the Lead Capture Widget will automatically have their communications settings for receiving EMAIL and SMS notifications turned ON. If a client is Canadian, you will have to ensure you are complying with Canadian Anti-Spam Legislation (CASL).

    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. For more information, see Welcome email.

    Appointments

    Notification typeDescription
    Appointment Request ApprovedSent to inform the client when their Appointment is approved by the staff member.
    Appointment Canceled 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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Appointment Canceled by Client – LateSent 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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Appointment Canceled by StaffSent 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 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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Recurrent Appointment Canceled by StaffSent to inform the client that a recurring Appointment has been canceled by a staff member.
    Recurrent Appointment Canceled 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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    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 to inform the client that their credit card is expiring in one month and updated information is required.
    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 that 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 was successful.
    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, with transaction information included in the notification.

    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 from the online store, with a copy of the receipt included in the notification.
    Receipt – Billed to AccountSent when an item is purchased and paid for using the client’s account, with a copy of the receipt included in the notification.
    Sales ReceiptSent when a staff member clicks the Email Receipt button in the store, on a client’s Purchases page, or on a client’s Transactions page after selling an item to the client. The email includes a receipt of the purchase.
    Thanks for purchasing an introductory offerSent when a client purchases an introductory offer.

    Classes

     

    Notification typeDescription
    Class Booking ConfirmationSent to inform the client that their Class was booked successfully.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Class Booking (Reservation) Canceled by StaffSent to inform the client that their Class booking has been canceled by a staff member. This notification is also sent to all affected clients when a closed day is scheduled and the option to notify all impacted clients is selected.
    Class Canceled 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 Canceled 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 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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Class ReminderSent to remind a client that they have an upcoming Class.
    Recurrent Class BookingSent to inform the client that a recurring Class session has been successfully booked.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Recurrent Class CanceledSent to inform the client that a recurring Class session has been successfully canceled.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    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 CanceledSent 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 Explorer listing.

    To determine how many times this notification should be sent to a client, see Setting up the client review request notification.

    Business Replied to ReviewSent to inform the client that the business has replied to their review.

    Events

    Notification typeDescription
    Event Sessions CanceledSent to inform the client that the Event session(s) they had booked were canceled.
    Event Canceled 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 Canceled 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 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.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Event Wait List Promotion (Confirmation not Required)Sent to inform a client who has been promoted from a wait list that they have been booked and are expected to attend the Event.

    By default, a calendar file (.ics) will be attached to this email notification. To prevent the calendar file from being attached, set the Enable Calendar Attachment option to OFF.

    Event ReminderSent 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 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 CanceledSent 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 ContractYou can manually send this email to a client when they sign a contract for a purchase that 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 notification 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.
    Was this article helpful?
    (239 out of 240 people found this article helpful)
    Cancel