Scheduling · 1 min read
Appointment Email and In-App Notifications
Calendars can send automatic emails at each step of an appointment, and alert your team inside FunnelStreams.
Email types
- Booked (unconfirmed): sent when an appointment is booked as unconfirmed.
- Booked (confirmed): sent when an appointment is booked as confirmed, or changes to confirmed.
- Cancellation: sent when it's cancelled, marked no-show, or marked invalid.
- Reschedule: sent when the date or time changes.
- Reminder: sent before the appointment at the time you choose.
- Follow-up: sent after the appointment at the time you choose.
Set them up
- Go to Calendars > Settings and edit the calendar.
- Open the Notifications tab.
- Turn on each email you want.
- Choose who gets it: the contact, the assigned user, or both.
- Edit the subject and body, or pick a template.
- Save.
In-app notifications
Turn on in-app notifications for your team so assigned users see new, changed, and cancelled bookings in the notification bell and the FunnelStreams mobile app.
Tips
Don't send the same message from a calendar notification and a workflow, or contacts will get it twice.