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Sending internal appointment notifications and agendas

In Scheduling, site owners can receive automatic email and text notifications for appointments. You can also receive daily or weekly agendas for all appointments on your Appointment Calendar. To keep your staff informed about upcoming appointments, you can also send appointment notifications to any email address or phone number.

In this guide, you'll learn about the internal notifications you can automatically send in Scheduling and how to set them up.

Text message notifications are available in the Growing and Powerhouse plans.

Send notifications to the site owner

As a site owner, you can receive notifications for each appointment and summaries of upcoming appointments. The notifications are sent to the site' owner's email address on file.

Appointment notifications

As the site owner, you'll receive notifications each time an appointment is scheduled, cancelled, or rescheduled. You'll also receive emails about packages, gift certificates, and subscriptions. These notifications are enabled by default.

To opt in or out of these notifications:

  1. In the Account Dashboard click Scheduling, and then click Email Settings.
  2. Under My Notifications, click Appointment Emails.
  3. Check the Send or Don't Send option. 
  4. Click Save.
Tip: Enable email notifications for the site owner or add the site owner's email address to calendars. If you do both, site owners will receive two emails every time a client books.

Daily or weekly appointment agendas

As the site owner, you can receive daily or weekly summaries for all upcoming appointments on your Appointment Calendar. These emails can give you a helpful view of what's on your agenda for the day or week. A weekly email is enabled by default. You can change your preferences to daily or opt out.

To opt in or out of appointment agendas:

  1. In the Account Dashboard click Scheduling, and then click Email Settings.
  2. Click Agenda Summary.
  3. Check the Weekly, Daily, or Don't send option.
  4. Click Save.

Calendar appointment notifications

You can send automatic appointment notifications to any email address and phone number. 

To control who receives notifications for appointments on each calendar:

  1. In the Account Dashboard click Scheduling, and then click Availability.
  2. Above the calendar you want to send notifications about, click Calendar Settings.
  3. In the Email and Phone Notifications Will Be Sent To fields, enter an email address and/or phone number. Separate multiple addresses and phone numbers with commas.
  4. Click Save Changes.
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Sending internal appointment notifications and agendas