# 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 - Source: https://docs.ghlcustomercare.com/docs/calendars-and-appointments/calendar-settings-and-preferences/calendar-email-in-app-sms-whatsapp-appointment-notifications - Section: Calendars & Appointments / Calendar Settings & Preferences - Reading time: 6 min - Images: 16, each explained below - Modified on Sat, 25 Apr at 11:39 PM --- 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?](#what-are-customizable-calendar-notifications) - [Available Notification Options](#available-notification-options) - [How to Set Up Appointment Notifications](#how-to-set-up-appointment-notifications) - [Email Appointment Notifications](#email-appointment-notifications) - [Using Custom Values in Notifications](#using-custom-values-in-notifications) - [In-App Appointment Notifications](#in-app-appointment-notifications) - [SMS Appointment Notifications](#sms-appointment-notifications) - [Whatsapp Appointment Notifications](#whatsapp-appointment-notifications) - [Important Notes](#important-notes) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **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 **→ 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035031766/original/2Eh8_NnR43k9hinolLwSiDBf0I_Gjc1lWA.png) **Step 1: Navigate to the Notifications Tab (image 1 of 16)** 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 Settings - Where to go: Go to Calendar > Calendar Settings. Select the calendar you wish to configure. Click on the Notifications tab. - Controls: Calendar > Calendar Settings., Notifications - Next: You have several options to customize each notification type to give you, your team, and your customers the best experience possible! Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035031794/original/OriLlXqHvzaahnlfEpp8phkWon6jlLhZXA.png) **Step 1: Navigate to the Notifications Tab (image 2 of 16)** 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 Settings - Where to go: Go to Calendar > Calendar Settings. Select the calendar you wish to configure. Click on the Notifications tab. - Controls: Calendar > Calendar Settings., Notifications - Next: You have several options to customize each notification type to give you, your team, and your customers the best experience possible! Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035031826/original/-7fpip6tM60KitNDVaoKz4VKHTtnBp1MrA.png) **Step 2: Customize Your Notifications (image 3 of 16)** 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…. - What to fill in: 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 - Controls: Customize Content, Disable Notifications - Next: 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: Save Your Settings once you’ve configured the email notifications for each type and receiver. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035032450/original/53hyQmVM-1KH6oFCbp--zcAF6qg6nsYn-g.png) **Step 2: Customize Your Notifications (image 4 of 16)** 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…. - What to fill in: 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 - Controls: Customize Content, Disable Notifications - Next: 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: Save Your Settings once you’ve configured the email notifications for each type and receiver. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035032459/original/anFgWVLiBtBMC0XcAukQYxBHNmM-DEcDPw.png) **Email Appointment Notifications (image 5 of 16)** 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. - What to fill in: 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: Save Your Settings once you’ve configured the email notifications for each type and receiver. - Controls: Email, None, Reminders, Follow-Up Emails, Save Your Settings - Next: You can use Custom Values to personalize your email, SMS, and WhatsApp notifications. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035032461/original/o4XMVxWwBy_1ObK8tidcsO8ZdLWcYoX30g.png) **Email Appointment Notifications (image 6 of 16)** 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. - What to fill in: 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: Save Your Settings once you’ve configured the email notifications for each type and receiver. - Controls: Email, None, Reminders, Follow-Up Emails, Save Your Settings - Next: You can use Custom Values to personalize your email, SMS, and WhatsApp notifications. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035032502/original/AuLaU6lj5UVJ3aMspU7m_cTdNJt2DX5qdA.png) **Email Appointment Notifications (image 7 of 16)** 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. - What to fill in: 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: Save Your Settings once you’ve configured the email notifications for each type and receiver. - Controls: Email, None, Reminders, Follow-Up Emails, Save Your Settings - Next: You can use Custom Values to personalize your email, SMS, and WhatsApp notifications. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035100808/original/4XoUVr48_78ANGSSTYayjbrfBB2fq6gPiQ.jpeg) **In-App Appointment Notifications (image 8 of 16)** 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…. - What to choose: 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 - Fields: Ensure that the toggle is turned on - Controls: In-App, Choose the Users to Notify, Reminders, Follow-Up - Next: 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 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. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035100807/original/lAWIre6EQlpCy4KsJfBSKD1AgZSwDTtroA.jpeg) **In-App Appointment Notifications (image 9 of 16)** 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…. - What to choose: 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 - Fields: Ensure that the toggle is turned on - Controls: In-App, Choose the Users to Notify, Reminders, Follow-Up - Next: 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 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. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035100806/original/4thA0IDfxl8oi8rklr9leGUsilDTeNYAKg.jpeg) **In-App Appointment Notifications (image 10 of 16)** 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…. - What to choose: 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 - Fields: Ensure that the toggle is turned on - Controls: In-App, Choose the Users to Notify, Reminders, Follow-Up - Next: 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 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. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055789705/original/0au_6FutB_2nlfZYN4gpDKZCtlZwV8MFDQ.png) **Step 1 of 6: From the list of notification types, Go to the SMS tab** 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. - What this covers: From the list of notification types, Go to the SMS tab. - Controls: SMS, Contact, Assigned User, Additional Phone Numbers, Reminders, Follow-Up SMS, Follow-Up Emails, Save Your Settings - Next: Choose recipients: Contact, Assigned User, or Additional Phone Numbers. Full 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…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055789719/original/2RIfs_5c3bJrrts5XM0JAK3PmMUlKxRo8w.png) **Step 3 of 6: Choose an existing SMS template, edit the SMS template if needed or…** 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. - What to choose: Choose an existing SMS template, edit the SMS template if needed or create a new one. - Controls: SMS, Contact, Assigned User, Additional Phone Numbers, Reminders, Follow-Up SMS, Follow-Up Emails, Save Your Settings - Next: Optionally, send a test SMS to see how the notification looks. Full 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](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055789851/original/fWhaSZyrxs2YOvJjdzFU2sJ-dsuTxot2rQ.png) **Step 2 of 5: Choose recipients: Contact, Assigned User, or Additional Numbers** 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. - What to choose: Choose recipients: Contact, Assigned User, or Additional Numbers. - Controls: Contact, Assigned User, Additional Numbers, WhatsApp, on, approved template, Send Test WhatsApp Notification, Save - Next: Choose or create an approved template for the desired notification type. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035032671/original/Up1CxEOC_oYOM58FlvH7NEfVlAIsXFo7pw.png) **Email Notifications: (image 14 of 16)** 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 > Templates - What this covers: 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 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). - Controls: Additional Emails, Email Builder, Marketing module > Emails > Templates., subject line in your email template, Add Guest, Confirmation Notification - Next: 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 are billed per segments and are subject to charges. Keep them concise to manage costs. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035032756/original/V1TQkBpZWYzwkB236ewFSTy0JMbEoRWZ5g.png) **Email Notifications: (image 15 of 16)** 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 > Templates - What this covers: 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 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). - Controls: Additional Emails, Email Builder, Marketing module > Emails > Templates., subject line in your email template, Add Guest, Confirmation Notification - Next: 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 are billed per segments and are subject to charges. Keep them concise to manage costs. Full 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155035032605/original/UTF4J5t2VTKju0R2OggFKs-jgTErVjD_SA.png) **Email Notifications: (image 16 of 16)** 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 > Templates - What this covers: 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 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). - Controls: Additional Emails, Email Builder, Marketing module > Emails > Templates., subject line in your email template, Add Guest, Confirmation Notification - Next: 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 are billed per segments and are subject to charges. Keep them concise to manage costs. Full 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. --- ## **Related Articles** - [How To Create Service Calendars](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/service-calendars/how-to-create-service-calendars) - [Getting Started - Setup A Booking Calendar](https://docs.ghlcustomercare.com/docs/getting-started-w-ghl-customer-care/foundational-setup/getting-started-setup-a-booking-calendar) - [SMS Templates (Snippets) - Overview](https://docs.ghlcustomercare.com/docs/marketing/sms-and-email-templates/sms-templates-snippets-overview) - [How to Configure SMS Compliance Settings](https://docs.ghlcustomercare.com/docs/phone-system/lc-phone-system/configure-sms-compliance-settings) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com