Edit a Scheduled Appointment Confirmation Email

Topic

When scheduling appointments for jobs, you can send email confirmations, which have a default message. This message can be edited for one of instances or you can edit it and set it as your new default.

Instructions

1. Navigate to the Jobs page.
2. Search for and select a Job you're ready to schedule.
3. Select the New Appointment button.
   
   
   
   
4. Click on on the Scheduler where you want to create your New Appointment.
5. On the appointment pop-up under Email Confirmation, tick ✅ Customer (and/or Site if applicable).
   

   Note: If you don't have an Email Confirmation option, the customer you're booking in does not currently have a saved email address. 

6. Select the pencil ✏️ icon next to Email Confirmation. 
   
   
   
   
7. Edit the Optional Message text, and tick ✅ Save as default message, if you would like this to be your new default message for future confirmation appointment emails. 
   

   Note: This is set per user, so if you would like a standard message across all users who scheduler appointments, each user will need to complete these steps to set a new default.

   
   
   
8. Select Done.
9. Select Save on the appointment and send the email. 

What will my customer see?

Below is how the email will appear to the customer, the Optional Message section is in the grey box. 

Additional Information

More info on appointments here: Scheduling Jobs in the Scheduler