Overview

This article explains how to setup a personalized session booked confirmation email that is sent when a client books a session.

Setup Editable Session Booked Confirmation Emails or Texts (Recommended)

This option lets you edit the session booked confirmation email before it is sent to the client.

Advantages to this method

Disadvantages to this method

This option does allow employees to edit the email which can cause issues
This option does not automatically send a new confirmation email or text if the session gets moved to a new date

Here are the steps to setup this option

Here are the steps to setup this option

Edit Calendar Type or Calendar Sub-type
Click on the Messages tab
Click either of the checkboxes shown in the screen shot below and select the email or text message template

This option lets you edit the session booked confirmation email before it is sent to the client.

Advantages to this method

This option works well to prevent employees from accidentally editing an email before it is sent.
This option will automatically send another session booked confirmation email if the session is moved

Disadvantages to this method

This option does not allow you to edit the email before it is sent to the customer

Here are the steps to setup this option

Edit Calendar Type or Calendar Sub-type
Click on the Messages tab
Click either the New Email button or New Text button shown in the screen shot below
Select either the Session Booked Confirmation Email template or the Session Booked Confirmation Text Message template
Click the Save button in the New CloudAlert Email Message or New CloudAlert Text Message window.