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How to configure client email notifications
How to configure client email notifications

Learn how to send automatic appointment reminders and emails when appointments get made, or updated.

Mark Raa avatar
Written by Mark Raa
Updated over 3 years ago

By default, clients with a valid email address will receive an email when an appointment is booked (sent immediately) and the day before as a reminder. The types of messages that get sent, the content of the messages, and the time the reminders get sent can be customised from inside the Diarize Me console:

To edit client notifications, click on 'Settings' and then on 'Client Notifications':

On the top of this screen, there are 2 tabs. One for SMS Message configuration, and a second for customising the emails that are sent to your clients. Click on the 'Email Settings' tab:

This screen allows you to enable/disable and customise the emails that are sent for the following actions:

  • Create Appointment

  • Edit Appointment Date or Time

  • Cancel Appointment

  • Appointment Reminder

Within each email message, you can make use of 'Filler Words' to fill in appointment or client-specific information. These include:

  • {BusinessName} : Your business name.

  • {AppointmentDate} : The date and time of the appointment. E.g. Thu, Oct 18 at 12:30.

  • {StaffMember} : The name of the staff member.

  • {ClientName} : The customer name.

  • {ServiceName} : The service that the customer has booked. E.g. Consultation.

  • {Services} : The list of services the client has for that day.

  • {AppleCalendarLink} : The calendar link for Apple calendar.

  • {GoogleCalendarLink} : The calendar link for Google calendar.

  • {OutlookCalendarLink} : The calendar link for Outlook calendar..

  • {OutlookComCalendarLink} : The calendar link for Outlook.com calendar.

  • {YahooCalendarLink} : The calendar link for Yahoo calendar.

  • {CancellationPolicy} : Your cancellation policy which is configured in your Diarize Me account.

  • {CancellationLink} : This includes a short link that allows the customer to cancel their appointment provided they try earlier than 24 hours before.

  • {EmailAddress} : The business email address.

  • {ContactNumber} : The contact number for your business.

**Important** The filler words need to include the curly brackets { } around them and have no spaces inside them for Diarize Me to identify them accurately.

**Important** The {Services} filler word only works for the cancellation and reminder email.

Once you have made the changes you want, scroll down and click on 'Save':

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