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Templates

On the "Notification settings" page you decide which automatic notifications clients and employees receive and what they say. The page works on a computer and on a phone.

How the page is organized​

  • On a computer, open it from "Settings" → "Notifications".
  • On a phone, open it from "Settings" → "Notification settings" → "Notification Templates".
  • Notification types are grouped by recipient and by type.
  • Each card shows the name and description of the notification and its channels. Enabled channels have a check mark.
  • Tap or click a card to set up that notification type.
  • If there is no available channel, the UI shows that the notification is not available for the selected channels.

What types of templates you will see​

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, deleted, or changed online booking;
  • 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.

Templates apply to the whole business and set the text of the messages for their notification type.

What you configure at notification-type level​

The card opens the "Notification setting" screen. There, for each channel, you:

  • turn the channel on or off with "Activate this channel";
  • see your templates by language in "Your templates" and add a new one with "+ Add new template";
  • see in "What is sent now" the message that goes out at the moment, filled in with sample data from your business. For SMS it also shows how many SMS it is charged as.

Some notification types also have extra settings:

  • send hour for birthday notifications;
  • minutes after a completed appointment;
  • days before an installment due date.

When and how they are sent​

  • 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.
  • "Notifications for changed online bookings" is used when a client reschedules an online booking or changes the number of seats through Marketplace.
  • 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.
  • The text is chosen in this order: your active template in the recipient's language, then your active template for "All languages", and if you have neither — the system's standard text.

How the template itself works​

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 a variable from "Template vars": click into the field and press the variable. On a phone, open the list first;
  • see the message with "Preview" before you save it;
  • turn the template on or off with "Activate the template".

"Preview" shows the message with sample data from your business and lists the variables that may stay empty with your data. The button becomes active once the required fields are filled in.

In a new SMS template, "Transliterate" is on: Cyrillic text is sent in Latin letters, so more characters fit into one SMS. Turn it off if you want the text to stay in Cyrillic.

What the sent message contains​

When one of your templates is sent, the client receives exactly its text. The system does not add anything to it that you cannot see in the editor.

The rules for cancelling, rescheduling and changing seats — with their deadline — go only into the free notification for clients who booked online. That one is not configured here, because the system composes it in full and takes the client to the app, where they cancel or move their appointment themselves.

If you want your rules in an email whose text you write yourself, put them into the template text.

Important​

  • For one notification type and channel you can have one template per language.
  • If no channel is turned on in "Global Notification Channels", templates cannot be set up.
  • Turning on the channel for the notification type and turning on the individual template are two different steps. A template that is turned off is not sent.

Steps​

  1. Open "Notification settings".
  2. Find the group and notification type you want to edit.
  3. Tap or click its card.
  4. Enable the channel you want to use for this notification type.
  5. Choose an existing template or add a new one.
  6. Select the language and fill in the required fields.
  7. Press "Preview" and check the message.
  8. Press "Save".
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