Notifications and reminders for customers and staff

Notifications and reminders for customers and staff

Superadmins and admins can view and edit this information. Managers can only view this information. Staff members will not have access to this information.  
Send automated email and SMS notifications to customers and relevant staff when an appointment is booked, rescheduled, or canceled. Notifications serve as a confirmation or acknowledgment to customer requests, while also keeping the staff updated with business events. 

Additionally, you can set reminders that are automatically triggered at specified times before an appointment.  

To send SMS notifications, you are required to create a connection with one of the applicable SMS service providers.  

The content of notifications is customizable for SMS and email individually. You can insert predefined variables which store useful information, like Customer Name, Appointment ID, Staff Name, and so on. Find the full list of variables here. 

To access the Notifications section, click the  icon in the top-right corner, then navigate to Workspaces, click the required workspace, and select Notifications.

  1. Enable notifications 

    1. Click For Staff if you want to set notifications for your staff. Click For Customers if you want to set notifications for your customers. 
       

    2. Check the events under Email, for which an email notification must be triggered. Check the events under SMS, for which an SMS notification must be triggered. 
        

  1. Set reminders 

  1. For upcoming appointments, specify a number, then select an option from the drop-down. For example, Before: "1 Day", or "3 hours", or "30 minutes". Please note that the reminder checkbox has to be checked for it to be enabled.

  1. Customize notification content

    1. Click Customize for the corresponding event. For example, to customize the SMS notification to a customer for a rescheduled appointment, click Customize for Rescheduled under SMS. 
       

    2. Enter your preferred content in the editor. To select predefined variables(which store useful information, like Customer Name, Appointment ID, Staff Name, and so on), click Insert Variables, then select the required variable from the dropdown. 

    3. Click Save. 

Pre-defined variables

The following is a list of predefined variables available for use inside the message editor:  

Variable Name 

Description 

Business Contact Number 

The contact number for your business. Learn how to set the contact number for your business. 

Staff Name 

Name of the staff member who is associated to the selected event. 

Service Name 

Name of the concerning service. 

Appointment Id 

ID of the appointment. 

Appointment From Date 

Date on which the appointment starts. 

Appointment From Time 

Time at which the appointment starts. 

Appointment To Date 

Date on which the appointment ends. 

Appointment To Time 

Time at which the appointment ends. 

Booking Id 

ID of the booking. 

Booking Summary URL 

Link to the Booking summary. 

Booking Timezone 

Timezone in which the booking has been made. 

Booking Start Time 

Time when the booking starts. 

Appointment Reschedule Url 

Link using which the appointment can be rescheduled. 

Appointment Cancel Url 

Link using which the appointment can be canceled. 

Booknow Link 

Link using which a new appointment can be booked for the concerning event. 

Customer Name 

Name of the customer. 

Customer Email 

Email of the customer. 

Customer Contact Number 

Contact number of the customer. 

Zoho Meeting Info 

Link to the online appointment in Zoho Meeting.