Templates

The "Notification Templates" page is where you configure system notification types for clients and employees.

note

"Notification Templates" are available in the desktop version of the app only.

How the page is organized

In the desktop version, you open this page from "Settings" → "Notifications".
In the mobile navigation, the templates entry only shows that the feature is available in the desktop version.
Notification types are grouped by recipient and by type.
Each card shows the notification name and description, the available channels, and a "Setting" button.
If there is no available channel, the UI shows that the notification is not available for the selected channels.

In the current product, templates are grouped:

by recipient: client or employee;
by topic: Appointments, Appointment status, Reminders, Sales, Forms, Other.

The most common types in these groups are:

under Appointments: created, updated, or deleted appointment;
under Appointment status: confirmed, in progress, completed, canceled, or No show;
under Reminders: before or after an appointment for a client or employee;
under Sales: online payment link and installment reminder;
under Forms: form before or after an appointment;
under Other: birthday greeting.

These are business-wide templates. They define the message content for the corresponding notification type.

After you open "Setting", you first enter the screen for that notification type. There you can:

Some notification types also have extra settings:

Most types here are sent automatically when an event happens, such as an appointment being created, a status changing, or an online payment link being created.
Birthday greetings are sent automatically at the configured hour.
Installment reminders are sent automatically based on the configured number of days before the due date.
The completed-appointment notification is sent automatically based on the configured number of minutes after the appointment ends.
The before and after appointment templates define what the message looks like, while the exact send time can also be configured from the appointment form when you add a reminder to a specific appointment.
Not every type can use every channel. For a notification to be sent, the channel must:
- be globally active for the business;
- be enabled for the specific notification type;
- have an active template for the needed language or for "All languages".

whether a template is active;
the channel and language for a specific template;
the channel fields for the selected template;
the variables that can be inserted into the message;
the settings required for the specific notification type and selected channel.

Inside the template form you can:

choose a language or "All languages";
fill in the fields for the selected channel, such as Subject, Greeting, Message, Title, or Text;
insert template variables with the buttons on the right;
use "Test and Preview" before saving;
activate or deactivate the specific template.

A template is unique for the combination of business + notification type + channel + language.
Validation for settings depends on the notification type and the selected channel.
If there is no active global channel, template settings are not available.
Activating the channel for the notification type and activating the individual template are two different steps.