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Calendars & Appointments

Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications

Enable SMS, Email, and In-app notifications for calendar and service appointments. Choose recipients, select templates, and send test SMS to boost show rates

6 min read1,259 words16 explained imagesUpdated Sat, 25 Apr at 11:39 PM
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On this page
  1. Available Notification Options
  2. How to Set Up Appointment Notifications
  3. Email Appointment Notifications
  4. Using Custom Values in Notifications
  5. In-App Appointment Notifications
  6. SMS Appointment Notifications
  7. Whatsapp Appointment Notifications
  8. Important Notes
  9. In-App Notifications:
  10. Email Notifications:
  11. SMS Notifications:
  12. Whatsapp Notifications:
  13. Frequently Asked Questions
  14. Related Articles

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With customizable calendar notifications, you can send In-App and tailored emails, SMS and WhatsApp messages when appointments are booked, canceled, rescheduled, or need reminders or follow-ups. Notifications can be configured for Contacts, Guests, Users, and any additional email addresses/phone numbers you specify. This feature allows you to streamline notifications to suit your business needs, ensuring effective communication with your customers

TABLE OF CONTENTS

What are Customizable Calendar Notifications?

With customizable calendar notifications, you can send In-App and tailored emails, SMS and WhatsApp messages when appointments are booked, canceled, rescheduled, or need reminders or follow-ups. Notifications can be configured for Contacts, Guests, Users, and any additional email addresses/phone numbers you specify. This feature allows you to streamline notifications to suit your business needs, ensuring effective communication with your

Available Notification Options

You now have the option to set up six different types of appointment notifications. These notifications can be either email notifications and/or in-app notifications.

  1. Appointment Booked (Unconfirmed Status): Sent immediately when an appointment is booked with the unconfirmed status.
  2. Appointment Booked (Confirmed Status): Sent immediately when an appointment is booked with the confirmed status confirmed or when an appointment's status is updated to confirmed.
  3. Cancellation Email: Sent when an appointment is canceled, marked as no-show, or deemed invalid.
  4. Reschedule Email: Sent when the appointment date or time is changed.
  5. Reminder Email: Sent before the appointment based on the timing you configure.
  6. Follow-Up Email: Sent after the appointment based on the timing you configure.
Note: To prevent missed meetings, staff can enable internal alerts/notifications for appointments booked without a meeting link/location. Configure it in Settings → My Staff → [Staff] → Notification Settings → Calendar Notifications â†’ Notify when meeting link/location is missing.

How to Set Up Appointment Notifications

You can manage email notifications at the individual calendar level. Follow these steps to configure your settings.

Step 1: Navigate to the Notifications Tab

  1. Go to Calendar > Calendar Settings.
  2. Select the calendar you wish to configure.
  3. Click on the Notifications tab.
Step 1: Navigate to the Notifications Tab (image 1 of 16) What this shows Go to Calendar > Calendar Settings. What this shows Illustrates the "Step 1: Navigate to the Notifications Tab" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Step 1: Navigate to the Notifications Tab" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: Go to Calendar > Calendar Settings. Select the calendar you wish to configure. Click on the Notifications tab. The navigation path used here is Calendar > Calendar Settings. Immediately after, the guide continues: You have several options to customize each notification type to give you, your team, and your customers the best experience possible! Path: Calendar > Calendar SettingsImage 1 of 16 Where to goGo to Calendar > Calendar Settings. Select the calendar you wish to configure. Click on the Notifications tab.
Buttons and menus referenced Calendar > Calendar Settings.Notifications
Next stepYou have several options to customize each notification type to give you, your team, and your customers the best experience possible!
All 3 steps in this procedure
  1. Go to Calendar > Calendar Settings.
  2. Select the calendar you wish to configure.
  3. Click on the Notifications tab.
Step 1: Navigate to the Notifications Tab (image 2 of 16) What this shows Go to Calendar > Calendar Settings. What this shows Illustrates the "Step 1: Navigate to the Notifications Tab" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Step 1: Navigate to the Notifications Tab" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: Go to Calendar > Calendar Settings. Select the calendar you wish to configure. Click on the Notifications tab. The navigation path used here is Calendar > Calendar Settings. Immediately after, the guide continues: You have several options to customize each notification type to give you, your team, and your customers the best experience possible! Path: Calendar > Calendar SettingsImage 2 of 16 Where to goGo to Calendar > Calendar Settings. Select the calendar you wish to configure. Click on the Notifications tab.
Buttons and menus referenced Calendar > Calendar Settings.Notifications
Next stepYou have several options to customize each notification type to give you, your team, and your customers the best experience possible!
All 3 steps in this procedure
  1. Go to Calendar > Calendar Settings.
  2. Select the calendar you wish to configure.
  3. Click on the Notifications tab.


Step 2: Customize Your Notifications

You have several options to customize each notification type to give you, your team, and your customers the best experience possible!

  • Customize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers.
  • Disable Notifications for certain receiver types if you do not want them to receive a specific notification
Step 2: Customize Your Notifications (image 3 of 16) What this shows Customize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers. What this shows Illustrates the "Step 2: Customize Your Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Step 2: Customize Your Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: Customize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers. Disable Notifications for certain receiver types if you do not want them to receive a specific notification. Immediately after, the guide continues: You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To…. Image 3 of 16 What to fill inCustomize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers. Disable Notifications for certain receiver types if you do not want them to receive a specific notification
Buttons and menus referenced Customize ContentDisable Notifications
Next stepYou will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list. Optionally, send a test email to see how the notification looks. For Reminders and Follow-Up Emails, configure when the email should be triggered: Save Your Settings once you’ve configured the email notifications for each type and receiver.
All 2 steps in this procedure
  1. Customize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers.
  2. Disable Notifications for certain receiver types if you do not want them to receive a specific notification
Step 2: Customize Your Notifications (image 4 of 16) What this shows Customize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers. What this shows Illustrates the "Step 2: Customize Your Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Step 2: Customize Your Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: Customize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers. Disable Notifications for certain receiver types if you do not want them to receive a specific notification. Immediately after, the guide continues: You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To…. Image 4 of 16 What to fill inCustomize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers. Disable Notifications for certain receiver types if you do not want them to receive a specific notification
Buttons and menus referenced Customize ContentDisable Notifications
Next stepYou will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list. Optionally, send a test email to see how the notification looks. For Reminders and Follow-Up Emails, configure when the email should be triggered: Save Your Settings once you’ve configured the email notifications for each type and receiver.
All 2 steps in this procedure
  1. Customize Content for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers.
  2. Disable Notifications for certain receiver types if you do not want them to receive a specific notification

Email Appointment Notifications

  • You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on.
  • Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list.
  • Optionally, send a test email to see how the notification looks.
  • For Reminders and Follow-Up Emails, configure when the email should be triggered:
    • For Reminders, set how far in advance the email should be sent before the appointment.
    • For Follow-Up Emails, set how long after the appointment the email should be sent. You can also add multiple trigger timings if needed.
  • Save Your Settings once you’ve configured the email notifications for each type and receiver.
Email Appointment Notifications (image 5 of 16) What this shows You will see a list of all notification types. What this shows Illustrates the "Email Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Email Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option…. Immediately after, the guide continues: You can use Custom Values to personalize your email, SMS, and WhatsApp notifications. Image 5 of 16 What to fill inYou will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list. Optionally, send a test email to see how the notification looks. For Reminders and Follow-Up Emails, configure when the email should be triggered: Save Your Settings once you’ve configured the email notifications for each type and receiver.
Buttons and menus referenced EmailNoneRemindersFollow-Up EmailsSave Your Settings
Next stepYou can use Custom Values to personalize your email, SMS, and WhatsApp notifications.
All 5 steps in this procedure
  1. You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on.
  2. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list.
  3. Optionally, send a test email to see how the notification looks.
  4. For Reminders and Follow-Up Emails, configure when the email should be triggered:
  5. Save Your Settings once you’ve configured the email notifications for each type and receiver.
Email Appointment Notifications (image 6 of 16) What this shows You will see a list of all notification types. What this shows Illustrates the "Email Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Email Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option…. Immediately after, the guide continues: You can use Custom Values to personalize your email, SMS, and WhatsApp notifications. Image 6 of 16 What to fill inYou will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list. Optionally, send a test email to see how the notification looks. For Reminders and Follow-Up Emails, configure when the email should be triggered: Save Your Settings once you’ve configured the email notifications for each type and receiver.
Buttons and menus referenced EmailNoneRemindersFollow-Up EmailsSave Your Settings
Next stepYou can use Custom Values to personalize your email, SMS, and WhatsApp notifications.
All 5 steps in this procedure
  1. You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on.
  2. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list.
  3. Optionally, send a test email to see how the notification looks.
  4. For Reminders and Follow-Up Emails, configure when the email should be triggered:
  5. Save Your Settings once you’ve configured the email notifications for each type and receiver.
Email Appointment Notifications (image 7 of 16) What this shows You will see a list of all notification types. What this shows Illustrates the "Email Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Email Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option…. Immediately after, the guide continues: You can use Custom Values to personalize your email, SMS, and WhatsApp notifications. Image 7 of 16 What to fill inYou will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list. Optionally, send a test email to see how the notification looks. For Reminders and Follow-Up Emails, configure when the email should be triggered: Save Your Settings once you’ve configured the email notifications for each type and receiver.
Buttons and menus referenced EmailNoneRemindersFollow-Up EmailsSave Your Settings
Next stepYou can use Custom Values to personalize your email, SMS, and WhatsApp notifications.
All 5 steps in this procedure
  1. You will see a list of all notification types. Click on the one you'd like to configure, then go to the Email tab. Ensure the toggle is turned on.
  2. Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option (None) in the email dropdown list.
  3. Optionally, send a test email to see how the notification looks.
  4. For Reminders and Follow-Up Emails, configure when the email should be triggered:
  5. Save Your Settings once you’ve configured the email notifications for each type and receiver.

Using Custom Values in Notifications

You can use Custom Values to personalize your email, SMS, and WhatsApp notifications.

When editing a message, click the **{ } merge field icon** and select from the **Custom Values** section in the dropdown.

This allows you to insert your own data into notifications, such as custom links, internal notes, or personalized details, without manual edits.

In-App Appointment Notifications

  • From the list of notification types, Go to the In-App tab.
  • Choose the Users to Notify
    • Ensure that the toggle is turned on
    • Here, you can choose which users should receive the notification.
  • Configure Time Triggers for Reminders and Follow-Up Notifications
    • For Reminders and Follow-Up notifications, you can set when the notification should be triggered.
      • Reminders: Specify how far in advance the notification should be sent before the appointment.
      • Follow-Up: Specify how long after the appointment the notification should be sent.
In-App Appointment Notifications (image 8 of 16) What this shows From the list of notification types, Go to the In-App tab. What this shows Illustrates the "In-App Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "In-App Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: From the list of notification types, Go to the In-App tab. Choose the Users to Notify Configure Time Triggers for Reminders and Follow-Up Notifications. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: From the list of notification types, Go to the SMS tab. Choose recipients: Contact, Assigned User, or Additional Phone Numbers. Choose an existing SMS template, edit the SMS template if needed or create a new one. Optionally, send a test…. Image 8 of 16 What to chooseFrom the list of notification types, Go to the In-App tab. Choose the Users to Notify Configure Time Triggers for Reminders and Follow-Up Notifications
Fields in this part of the guide Ensure that the toggle is turned on
Buttons and menus referenced In-AppChoose the Users to NotifyRemindersFollow-Up
Next stepFrom the list of notification types, Go to the SMS tab. Choose recipients: Contact, Assigned User, or Additional Phone Numbers. Choose an existing SMS template, edit the SMS template if needed or create a new one. Optionally, send a test SMS to see how the notification looks. For Reminders and Follow-Up SMS, configure when the SMS should be triggered: Save Your Settings once you’ve configured the SMS notifications for each type and receiver.
All 3 steps in this procedure
  1. From the list of notification types, Go to the In-App tab.
  2. Choose the Users to Notify
  3. Configure Time Triggers for Reminders and Follow-Up Notifications
In-App Appointment Notifications (image 9 of 16) What this shows From the list of notification types, Go to the In-App tab. What this shows Illustrates the "In-App Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "In-App Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: From the list of notification types, Go to the In-App tab. Choose the Users to Notify Configure Time Triggers for Reminders and Follow-Up Notifications. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: From the list of notification types, Go to the SMS tab. Choose recipients: Contact, Assigned User, or Additional Phone Numbers. Choose an existing SMS template, edit the SMS template if needed or create a new one. Optionally, send a test…. Image 9 of 16 What to chooseFrom the list of notification types, Go to the In-App tab. Choose the Users to Notify Configure Time Triggers for Reminders and Follow-Up Notifications
Fields in this part of the guide Ensure that the toggle is turned on
Buttons and menus referenced In-AppChoose the Users to NotifyRemindersFollow-Up
Next stepFrom the list of notification types, Go to the SMS tab. Choose recipients: Contact, Assigned User, or Additional Phone Numbers. Choose an existing SMS template, edit the SMS template if needed or create a new one. Optionally, send a test SMS to see how the notification looks. For Reminders and Follow-Up SMS, configure when the SMS should be triggered: Save Your Settings once you’ve configured the SMS notifications for each type and receiver.
All 3 steps in this procedure
  1. From the list of notification types, Go to the In-App tab.
  2. Choose the Users to Notify
  3. Configure Time Triggers for Reminders and Follow-Up Notifications
In-App Appointment Notifications (image 10 of 16) What this shows From the list of notification types, Go to the In-App tab. What this shows Illustrates the "In-App Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "In-App Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: From the list of notification types, Go to the In-App tab. Choose the Users to Notify Configure Time Triggers for Reminders and Follow-Up Notifications. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: From the list of notification types, Go to the SMS tab. Choose recipients: Contact, Assigned User, or Additional Phone Numbers. Choose an existing SMS template, edit the SMS template if needed or create a new one. Optionally, send a test…. Image 10 of 16 What to chooseFrom the list of notification types, Go to the In-App tab. Choose the Users to Notify Configure Time Triggers for Reminders and Follow-Up Notifications
Fields in this part of the guide Ensure that the toggle is turned on
Buttons and menus referenced In-AppChoose the Users to NotifyRemindersFollow-Up
Next stepFrom the list of notification types, Go to the SMS tab. Choose recipients: Contact, Assigned User, or Additional Phone Numbers. Choose an existing SMS template, edit the SMS template if needed or create a new one. Optionally, send a test SMS to see how the notification looks. For Reminders and Follow-Up SMS, configure when the SMS should be triggered: Save Your Settings once you’ve configured the SMS notifications for each type and receiver.
All 3 steps in this procedure
  1. From the list of notification types, Go to the In-App tab.
  2. Choose the Users to Notify
  3. Configure Time Triggers for Reminders and Follow-Up Notifications

SMS Appointment Notifications

  • From the list of notification types, Go to the SMS tab.
    Step 1 of 6: From the list of notification types, Go to the SMS tab What this shows Step 1 of 6: From the list of notification types, Go to the SMS tab. What this shows Shows what this covers for step 1 of 6 in the "SMS Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot accompanies step 1 of 6 in the "SMS Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". At this point in the walkthrough you from the list of notification types, Go to the SMS tab. The next step is to choose recipients: Contact, Assigned User, or Additional Phone Numbers. Step 1 of 6Image 11 of 16 What this coversFrom the list of notification types, Go to the SMS tab.
    Buttons and menus referenced SMSContactAssigned UserAdditional Phone NumbersRemindersFollow-Up SMSFollow-Up EmailsSave Your Settings
    Next stepChoose recipients: Contact, Assigned User, or Additional Phone Numbers.
    All 6 steps in this procedure
    1. From the list of notification types, Go to the SMS tab. this image
    2. Choose recipients: Contact, Assigned User, or Additional Phone Numbers.
    3. Choose an existing SMS template, edit the SMS template if needed or create a new one.
    4. Optionally, send a test SMS to see how the notification looks.
    5. For Reminders and Follow-Up SMS, configure when the SMS should be triggered:
    6. Save Your Settings once you’ve configured the SMS notifications for each type and receiver.

  • Choose recipients: Contact, Assigned User, or Additional Phone Numbers.

  • Choose an existing SMS template, edit the SMS template if needed or create a new one.

    Step 3 of 6: Choose an existing SMS template, edit the SMS template if needed or… What this shows Step 3 of 6: Choose an existing SMS template, edit the SMS template if needed or create a new one. What this shows Shows what to choose for step 3 of 6 in the "SMS Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot accompanies step 3 of 6 in the "SMS Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". At this point in the walkthrough you choose an existing SMS template, edit the SMS template if needed or create a new one. The next step is to optionally, send a test SMS to see how the notification looks. Step 3 of 6Image 12 of 16 What to chooseChoose an existing SMS template, edit the SMS template if needed or create a new one.
    Buttons and menus referenced SMSContactAssigned UserAdditional Phone NumbersRemindersFollow-Up SMSFollow-Up EmailsSave Your Settings
    Next stepOptionally, send a test SMS to see how the notification looks.
    All 6 steps in this procedure
    1. From the list of notification types, Go to the SMS tab.
    2. Choose recipients: Contact, Assigned User, or Additional Phone Numbers.
    3. Choose an existing SMS template, edit the SMS template if needed or create a new one. this image
    4. Optionally, send a test SMS to see how the notification looks.
    5. For Reminders and Follow-Up SMS, configure when the SMS should be triggered:
    6. Save Your Settings once you’ve configured the SMS notifications for each type and receiver.
  • Optionally, send a test SMS to see how the notification looks.
  • For Reminders and Follow-Up SMS, configure when the SMS should be triggered:
    • For Reminders, set how far in advance the SMS should be sent before the appointment.
    • For Follow-Up Emails, set how long after the appointment the SMS should be sent. You can also add multiple trigger timings if needed.
  • Save Your Settings once you’ve configured the SMS notifications for each type and receiver.

Whatsapp Appointment Notifications

  • Select a notification type and go to the WhatsApp tab. Turn the toggle on to enable it.

  • Choose recipients: Contact, Assigned User, or Additional Numbers.

    Step 2 of 5: Choose recipients: Contact, Assigned User, or Additional Numbers What this shows Step 2 of 5: Choose recipients: Contact, Assigned User, or Additional Numbers. What this shows Shows what to choose for step 2 of 5 in the "Whatsapp Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot accompanies step 2 of 5 in the "Whatsapp Appointment Notifications" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". At this point in the walkthrough you choose recipients: Contact, Assigned User, or Additional Numbers. The next step is to choose or create an approved template for the desired notification type. Step 2 of 5Image 13 of 16 What to chooseChoose recipients: Contact, Assigned User, or Additional Numbers.
    Buttons and menus referenced ContactAssigned UserAdditional NumbersWhatsApponapproved templateSend Test WhatsApp NotificationSave
    Next stepChoose or create an approved template for the desired notification type.
    All 5 steps in this procedure
    1. Select a notification type and go to the WhatsApp tab. Turn the toggle on to enable it.
    2. Choose recipients: Contact, Assigned User, or Additional Numbers. this image
    3. Choose or create an approved template for the desired notification type.
    4. Use Send Test WhatsApp Notification to preview how the message will appear.
    5. Click Save to activate WhatsApp notifications.

  • Choose or create an approved template for the desired notification type.

  • Use Send Test WhatsApp Notification to preview how the message will appear.

  • Click Save to activate WhatsApp notifications.

Important Notes

In-App Notifications:

  1. The in-app notification configuration is customisable - for example, you can turn on the confirmation notification for the calendar but keep all other types turned off.
  2. For Event Calendars, the default setting is that account admins will receive the notifications.
  3. For other calendar types, the assigned user will be selected by default to receive notifications.

Email Notifications:

  1. Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well.
  2. You can create your email templates through the Email Builder in Marketing module > Emails > Templates.
  3. Ensure you have added a subject line in your email template for successful delivery.
  4. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).
Email Notifications: (image 14 of 16) What this shows Additional Emails refers to any extra recipients you want to notify. What this shows Illustrates the "Email Notifications:" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Email Notifications:" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well. You can create your email templates through the Email Builder in Marketing module > Emails > Templates. Ensure you have added a subject line in your…. The navigation path used here is Emails > Templates. Immediately after, the guide continues: Additional Phone Numbers refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well. Phone numbers must include country codes for successful delivery. SMS messages…. Path: Emails > TemplatesImage 14 of 16 What this coversAdditional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well. You can create your email templates through the Email Builder in Marketing module > Emails > Templates. Ensure you have added a subject line in your email template for successful delivery. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).
Buttons and menus referenced Additional EmailsEmail BuilderMarketing module > Emails > Templates.subject line in your email templateAdd GuestConfirmation Notification
Next stepAdditional Phone Numbers refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well. Phone numbers must include country codes for successful delivery. SMS messages are billed per segments and are subject to charges. Keep them concise to manage costs.
All 4 steps in this procedure
  1. Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well.
  2. You can create your email templates through the Email Builder in Marketing module > Emails > Templates.
  3. Ensure you have added a subject line in your email template for successful delivery.
  4. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).
Email Notifications: (image 15 of 16) What this shows Additional Emails refers to any extra recipients you want to notify. What this shows Illustrates the "Email Notifications:" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Email Notifications:" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well. You can create your email templates through the Email Builder in Marketing module > Emails > Templates. Ensure you have added a subject line in your…. The navigation path used here is Emails > Templates. Immediately after, the guide continues: Additional Phone Numbers refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well. Phone numbers must include country codes for successful delivery. SMS messages…. Path: Emails > TemplatesImage 15 of 16 What this coversAdditional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well. You can create your email templates through the Email Builder in Marketing module > Emails > Templates. Ensure you have added a subject line in your email template for successful delivery. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).
Buttons and menus referenced Additional EmailsEmail BuilderMarketing module > Emails > Templates.subject line in your email templateAdd GuestConfirmation Notification
Next stepAdditional Phone Numbers refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well. Phone numbers must include country codes for successful delivery. SMS messages are billed per segments and are subject to charges. Keep them concise to manage costs.
All 4 steps in this procedure
  1. Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well.
  2. You can create your email templates through the Email Builder in Marketing module > Emails > Templates.
  3. Ensure you have added a subject line in your email template for successful delivery.
  4. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).
Email Notifications: (image 16 of 16) What this shows Additional Emails refers to any extra recipients you want to notify. What this shows Illustrates the "Email Notifications:" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". This screenshot appears in the "Email Notifications:" section of "Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications". The text alongside this image reads: Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well. You can create your email templates through the Email Builder in Marketing module > Emails > Templates. Ensure you have added a subject line in your…. The navigation path used here is Emails > Templates. Immediately after, the guide continues: Additional Phone Numbers refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well. Phone numbers must include country codes for successful delivery. SMS messages…. Path: Emails > TemplatesImage 16 of 16 What this coversAdditional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well. You can create your email templates through the Email Builder in Marketing module > Emails > Templates. Ensure you have added a subject line in your email template for successful delivery. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).
Buttons and menus referenced Additional EmailsEmail BuilderMarketing module > Emails > Templates.subject line in your email templateAdd GuestConfirmation Notification
Next stepAdditional Phone Numbers refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well. Phone numbers must include country codes for successful delivery. SMS messages are billed per segments and are subject to charges. Keep them concise to manage costs.
All 4 steps in this procedure
  1. Additional Emails refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well.
  2. You can create your email templates through the Email Builder in Marketing module > Emails > Templates.
  3. Ensure you have added a subject line in your email template for successful delivery.
  4. If you have enabled the Add Guest function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under Confirmation Notification).

SMS Notifications:

  1. Additional Phone Numbers refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well.

  2. Phone numbers must include country codes for successful delivery.

  3. SMS messages are billed per segments and are subject to charges. Keep them concise to manage costs.

Whatsapp Notifications:

  1. Ensure your WhatsApp Business Account is connected and verified.

  2. Only approved WhatsApp templates can be used.

  3. Use Fetch New Templates to refresh available templates.

  4. Always test templates for formatting and content before enabling.

Frequently Asked Questions

Q: Can I personalize SMS with appointment details?

Yes. You can use merge fields, including Custom Values, by clicking the { } icon in the message editor.

Q: Does SMS support all appointment events?
Yes, Unconfirmed, Confirmed, Cancellation, Reschedule, Reminder, and Follow-Up.

Q: How do I test without notifying the client?
Use Send Test SMS with a personal or team test number.

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