How to edit email confirmation content from the Schedule

Who can use this?

Platform: Web        Plan: Lite | Pro | Plus       

Staff Permission: Job & Timesheets & Scheduling and Dispatch

Topic

Learn how to edit email confirmation while creating Job appointments in Scheduler page.

 

Instructions

  1. From the Scheduler page, create a new appointment.
  2. Select the preferred Job for the appointment.
  3. Assign the appointment to your preferred staff member.
  4. From the Email Confirmation section, click the pencil icon.
  5. It will give you an Optional Message where you're allowed to edit the message on top of the notification.


Note:
You can also tick the box below if you'd like to save it as a default message for future appointments. 

 

Additional Information

To more about creating notifications for appointments, please see this link: Creating Notifications For Tradify's Scheduled Appointments – Tradify Help Centre (tradifyhq.com)

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