The Customer notifications section

The Customer notifications section is located under the Configuration page -> Booking pages tab -> Customer notifications.

Note that if you link your Booking page to at least one Service, the Customer notifications section is moved to the Service. If you still want to customize Customer notifications on your Booking pages, you can change their location in your Account settings. Learn more

The Customer notifications section is where you set which Notification scenarios will trigger emails and/or SMSes to be sent to your Customers. Examples of notification scenarios include: scheduling confirmations, event reminders, event follow-ups, cancelations, and reschedules. This section is also where you can customize the text of the notifications sent to your Customers. 

Configuring notifications 

Notification scenarios are booking events that will trigger an email or SMS notification to be sent to the Customer.  Learn more about the different Customer notification scenarios and when they apply

Please note: Not all scenarios apply for every situation. For example, the scenario “Booking request made by customer” triggers a notification to the Customer when the Customer makes a Booking request. However this scenario only takes place on Booking pages that use Booking with approval mode

Selecting delivery method – Email or SMS

You can send an email or SMS notification for each Notification scenario. The exceptions are:

  • The Calendar event – No SMS option.
  • Reminders and follow-ups – Email and SMS are unchecked by default. No reminders or follow-ups will be sent if these Notification scenarios are left untouched. 

Example of a notification with email and SMS selected:

email-and-sms

Example of a notification with only SMS selected:

only-sms-selected

Note: We recommend sending SMS notifications in addition to email notifications. SMS notifications are supposed to be short whereas the notification emails contain all of the important booking information that your Customer will need. You can create Custom SMS templates that include more information but the messages will be longer. 

Adding personal notes to emails

If you use Default templates, the majority of the content in emails and SMS notifications is fixed and cannot be changed. However, a short note can be added to some of the notification emails to make the message more personal and to help the Customer prepare for the upcoming meeting. For example, if you are a tax consultant, you may wish add a note to your confirmation and reminder notifications that says, “Please remember to bring your income statement and bank details to our meeting.” 

A note can be added by clicking the link “Add note in Default template” next to the Template dropdown menu:

1) Adding notes to confirmation emails

A note can be added to confirmation emails, which are sent in the following Notification scenarios

  • Booking made by Customer
  • Booking request approved by User
  • The Calendar event

These three notification scenarios share a note. A note written for one of these emails is automatically added to the other two notification emails. Any edits made in one are also automatically applied to the other two.  

2) Adding notes to reminders
A separate note can be written for email reminders. The email reminders share the same note. A note written for one email reminder is automatically added to the other email reminders. Any edits made to one reminder note are automatically applied to the other reminders. 

Creating a follow-up email or SMS notification

There is no prewritten text in the Default email or SMS template for the follow-up message. In order to send a follow-up message to your Customer, you must write your own text. 

Further customizing your email and SMS notifications 

If further customization is needed, you can use Custom templates. Custom templates provide you with utmost flexibility over the content allowing you to insert images, use any text you wish and add hyperlinks. The templates you create are available as choices via the dropdown menu in the Template column. Learn more about Custom templates

Setting the time for reminder and follow-up notifications

You can send up to three reminders prior to a meeting and a follow-up message after the meeting is over. Reminders can be sent up to 15 days in advance and the follow-up message can be sent up to 15 days after your meeting is over. The timing of the reminders and follow-ups are chosen by you:

It is important to think about the best notification timeline for your target audience and how they would like to receive reminders. For example, you may want to send an email notification a week before the meeting time, an email and SMS the day prior, and an SMS ten minutes before. 

Sending SMS reminders in addition to email reminders gives your Customers additional reminder channels and makes them less likely to miss your meeting. Learn more about sending SMS notifications to your Customers

Learn more about Customer notifications:

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