Back to Team Booking - Beta Guides

This guide applies to:

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

Introduction

The Team feature introduces a couple new Twig Code Templates so that your Notifications can be further customized for Team bookings.

You’ll need to manually create new Notifications to send out to Team Members. And to add Team Member Names to the Email Subject or Message.

If you’d like more details on customizing notifications, lease see our other guide: Custom Subject and Message

To learn more about how to fully set up the Team feature: Setup Team Booking.


Twig Code Templates for Team

The Notification Subject and Message fields use Twig Code Templates. These help you automatically add in information from each appointment.

If the appointment type triggering the notification does not require Team Members, then the following templates will be blank.

Team Member Name

Sends the Team Members’ first name only.

{{ team_member_name }}

Team Member Email

Sends Team Members’ email address.

{{ team_member_email }}

How to Create a Team Member Notification

First you’ll need to go to SSA Notifications > click +Add a new notification.

A new screen for adding notification settings will come up, most of the settings are covered in the following guides:

But, here we just want to give you a quick overview of what you need to pay attention to.

Send To

Here you can add the {{ team_member_name }}, you can type it in or, use the green envelope to use the dropdown.

Appointment Types

Here, you can uncheck the ‘All’ checkbox so that you can specifically pick only the appointment types that require Team Members.

Subject and Message

Update your subject and message to include the Team Members name and email, so that the customer can understand who will be helping them.

See examples below.


Example Team Notification Templates

Confirmation, Edited, Canceled or Time triggered notifications can be sent out to your customer, team member, and admin. Here are some example Messages.

Please make sure to preview and read through the text, I’ve used a fictional agency to convey these messages – “Fox Agency”.

Appointment Booked

Admin

Subject:

An appointment with {{team_member_name}} has been booked on {{ Appointment.start_date | date("F d, Y g:ia (T)", Appointment.customer_timezone) }}

Message:

An appointment, {{ Appointment.AppointmentType.title|raw }}, is scheduled for {{ Appointment.start_date | date("F d, Y g:ia (T)", Appointment.customer_timezone) }} with {{team_member_name}}.

Customer details: 

{{ Appointment.customer_information_summary }}
Reschedule, Cancel or edit the customer's appointment here: 
{{ Appointment.public_edit_url }} 

Customer

Subject:

Fox Agency - Your appointment with {{team_member_name}} has been booked.

Message:

Hi {{ Appointment.customer_information.Name }},
This is a confirmation of the appointment you just booked on {{ Global.site_url }}. The appointment, {{ Appointment.AppointmentType.title|raw }}, is scheduled for {{ Appointment.start_date | date("F d, Y g:ia (T)", Appointment.customer_timezone) }} and our team member, {{team_member_name}}, will be helping you out.
{% if Appointment.AppointmentType.instructions %}

Instructions: {{ Appointment.AppointmentType.instructions|raw }} 
{% endif %}
Your details: 
{{ Appointment.customer_information_summary }}
If you need to cancel or change your appointment, you can do so by visiting this link: 
{{ Appointment.public_edit_url }} 

Team Member

Subject:

{{customer_name}} just booked an appointment with you on {{ Appointment.start_date | date("F d, Y g:ia (T)", Appointment.customer_timezone) }}

Message:

You're scheduled to work on a new appointment for {{ Appointment.AppointmentType.title|raw }}, scheduled on {{ Appointment.start_date | date("F d, Y g:ia (T)", Appointment.customer_timezone) }}.

Here are the Customers details: 

{{ Appointment.customer_information_summary }}
Reschedule, Cancel or edit the customer's appointment here: 
{{ Appointment.public_edit_url }} 

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