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How To Set Up Confirmation Emails/Texts for a CloudBooking Form.

Updated

Overview

The following sections explain several ways of setting up confirmation emails/texts for your CloudBooking forms. This will allow for an email/text to automatically send when a client that fills out the form. 

 

How To Set Up Confirmation Emails/Texts by Managing Forms

  1. Click on the Cloudforms, CloudBooking & Contracts tab
  2. Select the Manage Forms button 
    1. manage_forms_button.png
  3. Edit the desired Cloudform
  4. Click on the Settings tab
  5. To enable a confirmation email, select the checkbox under Email To Client and select your desired email template
  6. To enable a confirmation text, select the checkbox under Text Message To Client and select your desired text message template 
    1. Confirm_email_or_text.png

 

How To Set Up Confirmation Emails/Texts by Managing Calendar Types

  1. Click on the Cloudforms, CloudBooking & Contracts tab
  2. Select the Manage Calendar button
  3. Edit the desired calendar type
  4. Click on the Messages tab
  5. Select the checkbox for either Enable Confirmation Email In StudioCloud Desktop or Enable Confirmation Text Message In StudioCloud Desktop
  6. Select the checkbox that appears directly below, which will enable a confirmation email/text in online booking 
    1. ETM.png
  7. Select, create, or edit your desired template