Overview

This article explains how to set up a personalized "session booked" confirmation email that's sent when a client books a session.

Set up Editable "Session Booked" Confirmation Emails or Texts

This option lets you edit the session booked confirmation email before sending it 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 may cause issues
• This option does not automatically send a new confirmation email/text if the session gets moved to a new date

To set up this option:

Here are the steps to set up this option

1. Go to the Calendar component
2. Click the Settings tab
3. Edit the desired Calendar Type or Calendar Sub-type
4. Click on the Messages tab
5. Click either of the checkboxes shown in the screenshot below, then select the desired email or text message template

Set up Non-Editable Session Booked Confirmation Emails or Texts

This option lets you edit the session booked confirmation email before it's 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

To set up this option:

1. Edit Calendar Type or Calendar Sub-type
2. Click on the Messages tab
3. Click either the New Email button or New Text button shown in the screenshot below

4. Adjust the Filter Forms menu bar to show the desired items
5. Select either the Session Booked Confirmation Email template or the Session Booked Confirmation Text Message Template
6. Adjust the CloudAlert as desired
7. Click the Save button