How to Customize Calendar Notifications

Efficiently managing notifications is essential for maintaining clear communication and ensuring smooth appointment scheduling. By fully customizing notification content and selecting specific recipients, you can deliver tailored messages to the right audience. Additionally, notification types extend beyond the standard confirmation email, offering options for Appointment Booked, Cancellation, Reschedule, Reminder, and Follow-Up notifications. Furthermore, notifications are delivered via both the web and mobile apps, offering the flexibility to send updates to assigned users or specific team members.

Steps to Configure Notifications

Navigate to Calendar > Calendar Settings, then select the option to edit the desired calendar.

Go to the Notifications tab, choose a notification type, and click the pencil icon to Edit.

Configuring Email Notifications

Enable Email Notification by toggling it on and customizing the content for different recipients.

Select an existing email template or create a custom subject line and email body.

You can also configure the from name and email, and send a test email for verification.

Click Save to finalize your settings.

Configuring In-App Notifications

Switch to the In-App tab and toggle on In-App Notification.

Specify the recipient(s) for the notifications.

Click Save to apply the changes.

📌Note: For Event Calendars, the default recipient for in-app notifications is the account admin, while for other calendar types, the assigned user receives them by default.

Configuring SMS Notifications

Open the SMS tab and enable the notification to send a notification via the SMS channel.

Like email notifications, you can opt to send the notification to the contact or other recipients.

Expand the recipient window to select an existing template or compose your message directly in the provided field. You also have the option to send a test message to ensure everything appears exactly as intended.

Once satisfied, click Save.

Configuring WhatsApp Notifications

The final option is to send the notification via WhatsApp. Start by enabling the notification.

Then, choose who should receive the notification and select an approved WhatsApp template from the dropdown.

Finally, send a test notification and save your changes.

Once you are satisfied with all your notification configurations, save the calendar to retain your changes.

Leverage these features to manage your appointments seamlessly and keep your team and clients informed every step of the way.