Tradify makes it easier to keep customers in the loop by letting you notify them when creating, updating or removing appointments from the scheduler.

Creating an Appointment and Notifying Your Customer

First, you will need to create a new appointment and select a job.

You will then see the following options

• Email Appointment To Customer - Select customer Job Contact and Site Contact email addresses to send a notification to via email.
• Optional Message - this goes along with the email and can be left entirely blank. Whatever you write in here will be saved for the next time you choose to notify a customer about a new appointment.

Once you've clicked save, the appointment notification will be emailed to the contacts you had selected.

This will be recorded against the appointment for future reference. Once you have created an appointment, you cannot add or change the customer contact details. If you wish to do this simply copy the appointment and add the customer details.

If you create an appointment with multiple staff assigned, then the link to the customer notification will be created on the first staff members appointment.

Notification email showing optional message.

Updating an Appointment and Notifying Your Customer

Drag an appointment that has a customer notification linked to it, to a new location in the scheduler.

If this appointment had originally been sent to the customer, then you will see a pop-up window confirming the new date and time, along with customer notification options:

• Email Updated Appointment To Customer - will send appointment notifications to original recipients.
• Optional Message - this goes along with the email and can be left entirely blank. Whatever you write in here will be saved for the next time you choose to notify a customer about an updated appointment.

Select an appointment that has a customer notification linked to it. Make whatever changes to the date, time and staff assignment and hit Save.

If this appointment had originally been sent to the customer, then you will see a pop-up window confirming whether you want to email an updated appointment to the customer.

• Optional Message - this goes along with the email and can be left entirely blank. Whatever you write in here will be saved for the next time you choose to notify a customer about an updated appointment.

Removing an Appointment and Notifying Your Customer

Hit the 'X' on an appointment in the scheduler.

If this appointment had originally been sent to the customer, then you will see a pop-up window confirming the removal, along with customer notification options:

• Optional Message - this goes along with the email and can be left entirely blank. Whatever you write in here will be saved for the next time you choose to notify a customer.

Default Text For Optional Messages