Managing notifications

Accessing Notifications

Menu Settings > Notifications

Notifications – Overview

Use this page to configure who receives notifications (via Email and/or SMS) and when. The screen is divided into sections for Collaborator, Contact (Client), Owner & Manager, Reminders, Client Feedback, and a daily Activity Summary.

Collaborator

Choose which events trigger alerts for the assigned staff member.

• A new appointment is booked
• A client cancels
• A client reschedules
• Appointment cancelled from console
• Appointment modified from console

For each line, enable Email and/or SMS using the toggles.

Contact (Client)

Set which messages your client receives.

• Appointment booked on the widget
• Appointment request submitted (manual approval mode)
• Appointment booked from back office
• Client rescheduled
• Client cancelled
• Appointment modified from console
• Appointment cancelled from console
• Appointment accepted (manual approval mode)
• Appointment declined (manual approval mode)
• Appointment marked as completed
• Appointment marked as no-show
• Appointment must be confirmed by payment
• Similar earlier slot available (waitlist notification)
• Slot available (general availability notification)

Sender options (bottom of the section):

• Use the “no-reply” email address for client notifications
• Use the staff member’s email address for client notifications

Owner & Manager

Notify the business owner/manager of key events (enable Email and/or SMS per line):

• New appointment booked
• Client cancelled
• Client rescheduled
• Appointment declined (manual approval mode)
• Appointment cancelled from console
• Appointment modified from console

Specify the Manager’s email and Manager’s mobile for SMS alerts.

Reminders

Automated reminders sent before the appointment.

• First reminder – enable Email and/or SMS
• Second reminder – enable Email and/or SMS

Scheduling options:

• Send a first reminder to the client – choose the timing (e.g., 24h before)
• Send a second reminder – choose the timing (or disable)
• Also send reminders to the collaborator (toggle)

Client Feedback

After each appointment, send a message to collect the client’s feedback.

• After each appointment, email the client to request feedback – enable Email and/or SMS if available

Daily Activity Summary

Send a daily summary of the day’s appointments.

• Send the daily appointment list to each staff member – choose when (Day before / Same day) and time (e.g., 07:00)
• Send the daily appointment list to each manager (optional)

*Changes to daily summaries may take up to 24 hours to take effect.

Best Practices

• Enable client reminders (at least one) to reduce no-shows.
• Use staff daily summaries so everyone starts the day aligned.
• In manual approval mode, enable request / accept / decline notifications for both client and manager.
• If replies should not be monitored, select the no-reply sender. Otherwise, use the staff email for a more personal touch.

Saving

Click “Save” to apply your notification settings.