Configure SMS and Email Notifications - (Additional Details)

Configure SMS and Email Notifications - (Additional Details)

The Manage Business icon in the top menu bar is your go-to for managing all of your booking preferences. This page is about configuring email and SMS notifications for your staff and customers.

Note: In addition to email and SMS notifications, you can also enable in-product notifications. Learn more about configuring in-product notifications.

To set up email and SMS notifications for staff:
  1. Click Manage Business in the top menu bar. Note that the General tab is selected by default.
  2. Click Workspaces, then choose a workspace.
  3. Click Notifications. Note that the For Staff tab is selected by default.
  4. Select the checkboxes according to the email and SMS options. Note that the SMS option will be available only if you've configured it in the Integrations tab.
  5. Click the Customize link that appears to edit the content of the notification.

> You can notify your staff:
  • When a customer schedules an appointment
  • When a customer reschedules an appointment
  • When a customer cancels an appointment
  • When you want to alert them about upcoming appointments

To set up email and SMS notifications for your customers,
  1. Check that you're on the Workspaces tab under Manage Business.
  2. Select the For Customers tab.
  3. Select the checkboxes according to the email and SMS options.
  4. Click the Customize link that appears to edit the notification.

> You can notify your customers,
  • To confirm they've scheduled an appointment
  • To confirm they've rescheduled an appointment
  • To confirm they've cancelled an appointment
  • To alert them about upcoming appointments

To configure SMS notifications,
  1. Click Manage Business in the top menu bar. Note that the General tab is selected by default.
  2. Click Others under the Integrations section.
  3. Choose from the following integrations:
  • Twilio
  • Clickatell
  • Hoiio
  • ClockWorkSMS
  • ScreenMagic
  • Nexmo

To configure Twilio,
  1. Go to Manage Business.
  2. Click Integrations.
  3. Choose Twilio.
  4. Name the integration.
  5. Log in to your Twilio account in a new tab.
  6. Copy the following details from your Twilio account dashboard and paste them into Zoho Bookings:
    • AuthToken
    • Account SID
    • Mobile number - From
  7. Click Setup to complete the configuration.

To configure Clickatell,
  1. Go to Manage Business.
  2. Click Integrations.
  3. Choose Clickatell.
  4. Enter your username and password for Clickatell.
  5. Access Clickatell in a new tab and choose the Communicator/Central option.
  6. Log in to your Clickatell account.
  7. Go to the Developer Central homepage and select the Get another API button.
  8. Choose Add HTTP API in the Messaging APIs section.
  9. Copy the generated API and paste it into Zoho Bookings.
  10. Click Setup to complete the configuration.

To configure ClockWorkSMS,
  1. Go to Manage Business.
  2. Click Integrations.
  3. Choose ClockWorkSMS.
  4. You will need an API. To get the API, log into your ClockWorkSMS account in a new tab.
  5. Choose the Setup API keys option in the homepage.
  6. Enter a name in the API Key name text box and click Add new API key. This will generate an API which Zoho Bookings will use to send SMS notifications.
  7. Copy the API key and paste it in Zoho Bookings.
  8. Click Setup to complete the configuration.

To configure ScreenMagic,
  1. Go to Manage Business.
  2. Click Integrations.
  3. Choose ScreenMagic.
  4. Log in to your ScreenMagic account in a new tab.
  5. Open the Accounts page by clicking the dropdown menu in the top-right corner of the home screen and selecting Account info.
  6. Copy the following information from your ScreenMagic account and paste it in Zoho Bookings.
    • Email address - username
    • Account ID
    • API key
    • Phone number - Sender ID
  7. Click Setup to complete the configuration.

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