Service Details

Administrator : Business : Policy/Email

This is feature is set up with defaults described below. An Administrator Login is required.

Overview

Emails can be sent to notify clients and staff/resources of interesting scheduling events. You can tailor these emails. You can set the subject, add content to the body and tailor the salutation. You can also set whether emails are triggered from Client Scheduler or Receptionist Desktop events.

The following types of email can be tailored.

• Client Confirmation: Sent to the client when an appointment is scheduled or changed.
• Client Reminder: Sent to the client within 24 hours of an appointment.
• Client Cancellation: Sent to the client when an appointment is cancelled.
• Staff Confirmation: Sent to the staff when an appointment is scheduled or changed.
• Staff Cancellation: Sent to the client when an appointment is cancelled.

Instructions

Choose the email type you would like to edit from the list. Click the Edit button at the bottom. Set the fields as described below. Save your changes.

Field Settings

Required

Optional

Email Detail:	The title appears at the top of the email editing area. Just below it is a list of each type of email supported in the system. When you select one of the email types, the details of the email are shown in the fields below. Not all settings are available for all email types.
Enable on Client Scheduler:	Check this box if you would like the email to be sent when the appointment event is generated by a client accessed program. Clients have the ability to schedule and cancel appointments.
Enable on Receptionist Desktop:	Check this box if you would like the email to be sent when the appointment event is generated by the receptionist. Receptionists can create, change and cancel appointments.
Subject:	Enter the text you want to appear as the email subject.
Salutation:	Enter the text with which you want to greet the recipient. Example, 'Dear', 'Welcome', 'Hello'.
Use First Name:	Check this box if you would like the salutation include the recipient's first name.
Use Last Name:	Check this box if you would like the salutation include the recipient's last name.
Body:	Enter the text you would like to add as content to the email.