This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition

Introduction

By default, Simply Schedule Appointments creates and sends emails when:

  • An appointment is booked or canceled:
    1. A confirmation to the customer
    2. A notification to the admin

You can customize the notifications by personalizing the subject and message, changing who receives the notification, and tying it to Appointment Type’.

View Your Notifications

You can see the list of notifications by going to Settings > Notifications.

Settings > Notifications

In the list of notifications, you can click the cog button to edit, clone, or delete a notification.

To add a new blank notification, click the Add A New Notification button at the top-right.

Adding or Editing a Notification

When adding or editing a notification, you can change these settings:

🦊 Name Field for Organizing Notifications

This is to help admins keep track of the notifications.

If you plan to create a lot of customized notifications, we recommend creating a naming system to help you edit them in the future. Keep these things in mind while naming:

  • Include a quick note about who is receiving the notification (Admin, Customer or someone else?)
  • The appointment type connected to the notification (All or a only one?)
Writing in the Name Field

🦊 Send To, CC, and BCC fields to Choose Who Receives Notification

Screen shot of the to, cc, and bcc fields for a notification
To, cc and bcc fields for an email notification

By default, the CC and BCC fields are empty and hidden. To show them, click the CC/BCC button under the Send to field.

Click the envelope icon at the right of each field to get shortcut code for inserting the admin email or the customer email.

Writing in the Send to, CC and BCC fields

You can also add any emails addresses you’d like to these fields.

🦊 Triggers to Send Notifications at Specific Times or Events

Each notification has a trigger for when it needs to be sent:

Changing the Trigger from the dropdown

You can set up different notifications for different events. The triggers are:

  • Booked: Sent when a customer finishes booking
  • Edited: Sent when an admin or customer edits the information from the Booking Form (name, email address, etc)
  • Canceled: Sent when the admin or customer cancels the appointment.

The Professional and Business Editions also let you set Time Triggers. These notifications send at a specific time before or after the time of appointment.

🦊 Tie Notifications to Appointment Types

By default, notifications are sent out for All Appointment Types.

To pick specific Appointment Types to send this notification to uncheck the All checkbox. This will show you a list of your Appointment Types.

Check off the Appointment Types that you want tied to this notification.

Tying the Notification to a Specific Appointment Type

🦊 Subject and message

Both the subject and the message use Twig Code Templates.

Here’s a guide to help you write personalized messages using the Twig Code Templates: Writing Your Own Notification Subject and Message

Or, easily start with one of our default Messages: Default Notification Messages

Click the Tt (text) icon at the top-right corner of the Message field to insert Twig Code Tokens automatically. Or, just type {{ to open the list of options right where you’re typing.

And use the eye icon in the top-right corner next to the Tt icon to preview your message before you save. This should also tell you if your message has an error.

Using the Preview and Text icons to personalize a message

The Twig Code Tokens explained below the field for editing appointment types:

Screen shot of the available tokens for the subject and message
The available tokens for the subject and message