Setting Up Your Appointment Notifications and Extra Options

When managing your appointment schedule and calendar, it's essential to have control over notifications and other settings to ensure smooth planning and communication. Configuring these elements is one of the final steps to fully optimizing your calendar.

Important Note: For most users, setting up appointment notifications within workflows offers more customization and is generally the preferred approach.

Choose Your Notification Type

You can select the type of email notification you wish to send out for appointments.

Appointment Notifications Setup

You have the flexibility to decide who should receive notifications about upcoming appointments. Typically, these notifications can be sent to the contact, the assigned user, and/or any additional email contacts. Customizing these notifications helps ensure that the right people are kept informed, which is crucial for both businesses and organizations.

Google Calendar Integration

If you're using Google Calendar or a similar service, you can enable automatic invitations and updates for attendees. This feature simplifies the process of keeping participants informed about changes to appointments or sending out invites to scheduled events, boosting overall efficiency.

Staff Assignment Automation

Certain appointment scheduling systems allow for the automatic assignment of clients or contacts to specific staff members or service providers when appointments are made. This automation ensures that appointments are allocated fairly or according to set criteria, contributing to a well-organized workflow.

Enable Rescheduling Options

If you want to provide clients with the ability to reschedule their appointments, simply check this box. A rescheduling link will be included in the confirmation email, though rescheduling can also be handled manually through your CRM.

Enable Appointment Cancellations

To allow clients to cancel their appointments, check this box. A cancellation link will be sent with the confirmation email. This feature can also be managed manually within your CRM.

Adding Additional Notes to Appointments

If there is any extra information you wish to include with the appointment details, you can add it here. This is useful for providing context, requesting specific items to be brought to the appointment, or including any other details that might be necessary after the appointment has been booked.