Customizing automated notifications

You can customize your automated notifications to fit your business needs. For example, you can change when clients or staff members will receive your automated notifications, add important details to the notifications, and customize the notifications based on the character of your business.

NoteIf you change the time a service reminder notification is sent (i.e. the Appointment Reminder, Class Reminder, and Event Reminder notifications), any previously scheduled services will retain their old reminder times. Be sure to configure your reminder notifications prior to scheduling any services if you want all your services to have the same reminder notification times.

NoteYou can send a test email when editing an email notification template by clicking the SEND TEST EMAIL button and entering a receiving email address; test emails are not affected by the recipient's communication settings. When you send a test email, some of your email variables will populate with placeholder information (e.g., [PasswordMessage] populates as 0123456789).

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.

To customize your automated notifications:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Notifications.
  4. On the Notifications menu, depending on the notification category you want to customize, click Client Notifications or Staff Notifications.
  5. In the list, click any one of the Edit buttons Pencil of the automated notification template you want to customize. You can expand the notification categories, use the Search option, or filter the list to find the template.
  6. On the selected template page, customize the notification template:
    • For email notifications:
      1. Click the Email tab.
      2. Continue from step 3 in Creating or modifying a custom email template.
    • For SMS notifications:
      1. Click the SMS tab.
      2. Under SMS TEXT, enter the content of the notification. Alternatively, you can click Fill with default template located under the content box. Be aware of the SMS character limitations.
      3. Activate or deactivate the SMS notification.
        • To activate the SMS notification, set the ACTIVATE SMS option to ON.
        • To deactivate the SMS notification, set the ACTIVATE SMS option to OFF, then click OK in the confirmation window.
    • For Push notifications:
      1. Click the Push Notification tab.
      2. Under EDIT PUSH NOTIFICATION, enter the content of the notification. Alternatively, you can click Fill with default template located under the content box.
      3. To activate the push notification, set the ACTIVATE PUSH option to ON.
  7. Click SAVE. All future emails of this type will use the updated template.
    • If there are clients or staff members who may not receive this notification because of changes that you made, a confirmation popup will appear. To send the notification to affected clients or staff members, set the Send email to affected clients or Send email to affected staff members option to ON. To stop the notification from sending to the affected clients or staff members, set the Send email to affected clients or Send email to affected staff members option to OFF. Then click OK.

 

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