What’s New?
We are thrilled to share that Connectly users can now fully personalize their email and in-app notifications related to appointments!
Email Notifications:
Previously, the only available option was to enable or disable confirmation emails. With this update, users can fully customize notification content, choose specific recipients (Contact, Guest, Assigned User, Additional Emails), and make use of five new notification types in addition to the original confirmation email. These new types are Appointment Booked, Cancellation, Reschedule, Reminder, and Follow-Up.
In-App Notifications:
In-app notifications, just like email ones, encompass the same six forms. Businesses can decipher who receives these in-app notifications when significant changes are made to appointments. These notifications are delivered via the web app and mobile app, providing the choice to send them to the assigned user or any specific users.
Note:
– Notifications can be arranged at the individual calendar level.
– For Event Calendars, the default recipient for in-app notifications is the account admin. For other calendar types, the assigned user is considered the default recipient.
How to Use?
Configure Email Notifications:
– Navigate to Calendar > Calendar Settings > Select the calendar and click on the Notifications tab.
– Select the notification type and click Edit.
– Toggle on Email Notification to enable it, and personalize content for different recipients.
– Opt for an existing email template or create a custom subject line and email body. Set the timing for when Reminder and Follow-Up emails should be sent, and send a test email if required.
– Click Save to apply your preferences.
Configure In-App Notifications:
– Choose the notification type and click Edit.
– Go to the In-App tab and switch on In-App Notification.
– Select the user(s) who should receive these notifications.
– Click Save.