Setting up notifications are a vital part of scheduling, because they ensure that your customers are kept informed of the status of your meeting, and reminded of upcoming meetings. You can customize when they are sent out and how they are delivered to your customers in the Customer notifications section.
Customer notifications
You can access settings for customer notifications in the booking calendars lobby, on the left-hand sidebar, under the heading Scheduling. (Figure 1)
Figure 1: The customer notifications menu
Here, you can customize customer notification workflows, or use the default: system template workflow. The default customer notification workflow will apply to all new Booking calendars. The format of this workflow is displayed below the options for which workflow you'd like to use.
You can customize when and why customers receive notifications on this page. There are three main meeting points:
- Meeting is booked
- Meeting rescheduled
- Meeting canceled
You can select whether you'd like your customers to be reminded via their provided email address, or - if they have provided their cellphone number - by SMS.
Create a custom workflow
You can apply existing workflows to any Booking calendar.
To create a custom workflow, follow these steps:
- Click + New notification workflow,
- Name and begin configuring this workflow to your preferences.
- When you are finished configuring your workflow, remember to click the Save button to confirm the new settings.
NoteAlternately, you can select the three dots next to the title of any existing workflow, which will allow you to duplicate the existing workflow. You can then edit the settings of the duplicated workflow.
User notifications
OnceHub users can receive notifications when meetings are scheduled, updated, or canceled by customers. They help you keep track of the status of your meetings and ensure you're reminded of upcoming meetings.
The user notifications menu is found in your profile settings.
Here you can select which notifications you would like to receive, and whether you'd like to receive them over email or via SMS. You can choose to receive notifications when a customer confirms, reschedules, or cancels a meeting.
To access this menu, follow the steps below:
- Click on the profile picture or initials at the top right of the OnceHub dashboard.
- Select Profile settings.
- On the left-hand menu on the account settings Overview page, you will find User notifications. (Figure 2)
Figure 2: User notificationsWhen you are finished configuring your notifications, remember to click the Save button to confirm the new settings.
Building global alerts
Note Only admins are able to create global alerts. A member user can be added to be a recipient of any global alert.
Learn more about the differences between member users and admins.
Global alerts are a feature which enable the administrator to receive notifications occurring on any profiles in the account.
The global alerts builder can be found under account settings (the gear icon in the top right-hand corner).
To create a new global alert, click the Create new alert button.
They can be created for the following events:
- Booking received
- Booking canceled
- Booking rescheduled
To edit, delete, or duplicate an existing global alert, click on the three-dot menu, and select the appropriate option.
Global alerts are customizable. The admin is able to select which event type triggers the alert, and select multiple users who can receive the alert via their email. You can also select whether the alerts notify you for action on a user's profile, booking page, or on a booking calendar.
The email will contain all the relevant info about the meeting and the reason that the alert has been triggered, as well as links to view the meeting on the OnceHub site, and a link to manage your alerts.