Notificiations showig foxy with flying envelopes

Flexible notifications for booking appointments

When we first created Simply Schedule Appointments, we went pretty basic with the notifications that go out to the customer and the appointment administrator. Just a simple email for each with the details about the appointment time, date and time, and some basic customer details.

As we’ve gotten more and more people using Simply Schedule Appointments, we’ve had lots of requests for some more robust functionality for notifications. Folks have wanted to customize the messages, send the emails to multiple email addresses, and lots of other stuff you just couldn’t do before.

So today, we’re happy to announce a more robust notifications system – and more improvements for Pro and Business edition users on the horizon as well!

Customize your notifications

Now it’s easy to customize the content of your notification emails. You can customize both the subject line and the message itself right inside Simply Schedule Appointments. You’ll find the settings for your notifications inside Settings > Notifications:

Notifications settings screen

Notifications settings screen

Click on any notification to edit it, or use the gear icon to clone or delete a notification. Or click the Add new notification link to create a new notification. On the notification editing screen, you have total control over the subject line and content:

Screenshot of editing the subject line and content of a notification

Edit subject and content of notification

The notification message uses Twig templating. More information about Twig is available in the Twig documentation.

Click the icon at the top right to insert tokens automatically, or just type {{ to open the list of options right where you’re typing.

Notification triggers

When should a notification be sent? Of course a notification should be sent when someone books an appointment, but you might also want to send a followup message when an appointment is canceled or edited as well. We’ve got you covered!

For each notification, you can select a trigger for when that notification will be sent:

Screenshots of the notification triggers, showing available options

Notification triggers – closed and open showing options

That way you can set up different messages for different situations.

Select who to send to, and even cc or bcc anyone

For each notification, you can select to send to the appointment admin, or the customer who booked, or both. You also have the option of adding any email address to the notifications. You can even elect to cc or bcc anyone on the notifications. If you like, you can bcc yourself on any notifications sent out to customers:

Set to, cc and bcc for each notification

Click the envelope icon at the right of each field to get shortcuts for inserting the appointment admin’s email or the customer email as needed.

Quick insert admin or customer email addresses

Unique notifications for different appointment types

Finally, you might want to send a different sort of message for different types of appointment types. For example, your customer might need different information about their appointment if it’s a phone call than they would if it was an in-person meeting. When you set up a notification, it can be universal – sent out for every appointment type. Or it can be set to send out with just certain appointment types.

Screenshot showing the appointment types to be selected for a notification

Choose one or more appointment types for each notification

Reminders coming soon for Pro and Business!

And we’re already hard at work on making this feature even more robust for our Pro and Business edition users. Pro and Business users will have the option of sending out SMS messages as well as emails, and will additionally be able to select the time of the appointment as a trigger.

So if you want to text your customer a reminder an hour before their appointment or email them a link to a follow-up survey a day after their appointment, that will all be possible.

2 Comments

  1. David on May 27, 2019 at 11:47 am

    “Reminders coming soon for Pro and Business!”
    This has to be the #1 priority for us right now, when will it be available in The Pro package?

    • Natalie MacLees on May 27, 2019 at 4:32 pm

      Hello David,

      That’s a high priority item for us right now, and that’s the next thing on our plate. We’re hoping to be able to get that out in the next couple of weeks. Thanks for being patient while our team of two works hard on getting out all the features.

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