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
- This option lets you edit the email or text before it is sent to the client
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
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Setup Non-Editable Session Booked Confirmation Emails (Recommended)
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.