Standard editor including fonts, spacing, adding links, etc. Then select the platform to use to send the notification.For more details on using this template, click here. Your plan and will be listed when you select the Status Change tab. The number of statuses will vary depending on Use this template to notify customers of a change to their appointment. Use this template as your standard template for most reminders. Include bringing in ID and insurance card completed paperwork appointment cancellation policy and any other special Choose this template to provide specific instructions only suited for a customer’s first visit. This is helpful forĬustomers to confirm their appointment and also to alert internal staff of a new customer appointment. This option is for the message that we send out immediately after the appointment is created. Here are special instructions on how to use Status Change Template. Immediate, First Time, and Default are the same format and instructions are the same for all three templates. Select the type of template you want to edit.The windows and processes are the same for both company and customer Choose the intended audience, either internal stakeholders or customers.Select the station you wish to set up the template by clicking on the wrench icon.Process is the same for each task and each resource. If you have four stations forĮxample, and want to create notifications for each station, you will need to repeat this process for each station. Templates for email, text, and phone reminders at the station, task, or resource level. This is where you create your default notification Station, Task, or Resource Notification OverviewĮdit these specific notifications settings via Company Account. Time, Appointment Date, Address, Phone, etc. Use the editor to change styles including fonts, spacing, adding links, etc. Repeat for each individual status notification you choose. Once you select the status, choose the drop-down arrow to expand the window Then, select the type of template you want to edit.īringing in ID and insurance card completed paperwork appointment cancellation policy and any other.Choose your audience: either to alert an internal stakeholder or a customer. Here’s how to set up text notification templates at the company level. Click cancel if you wouldĮditing Notification Templates at Company level: Text Be sure to select the Save button to save your work. from the Scheduler available fields list. Insert useful information into your automatic message like Appointmentĭate, Address, Phone, etc. Choose your own style fromĮditor ( 7b) including fonts, spacing, adding links, etc. Repeat forĮach individual status notification you choose. Once you select the status, choose the drop-down arrow ( 7a) to expand the Decide which statuses you would like to create notifications for by selecting The number ofĭepending on your plan and will be listed when you select the Status Change tab. Policy and any other special instructions helpful to new customers. Examples include bringing in ID and insurance card completed paperwork appointment cancellation Choose this template to provide specific instructions only suited for a customer’s first Then, select the type of template you want to edit. Reminders, and the ability for your customers to add the appointment to their own digital calendars. Fill in the critical fields and opt in to add confirmations and Here’s how to set up email notification templates. Editing Notification Templates at Company level: Email
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