Manage your notifications

The Notifications page allows you to configure automated messages sent to different participants (clients, staff, managers) based on events related to appointments. You can define the communication channel (email or SMS), the triggering event, and the recipients.

Accessing the Page

From the left-hand menu: Settings > Establishment > Notifications

Notifications for Staff Members

These notifications inform staff members when appointments are booked, updated, or cancelled, helping them stay up to date without logging into the platform.

For each event, you can:

• Enable or disable the notification

• Choose the delivery method (email and/or SMS)

Available events:

• A new appointment is booked

• A client cancels an appointment

• A client reschedules an appointment

• The appointment is cancelled from the console

• The appointment is modified from the console

You can customize the content of these notifications in the message templates section.

Notifications for Clients

Client notifications ensure clear and automated communication throughout the appointment lifecycle, including booking confirmation, updates, cancellations, and reminders.

Available events:

• An appointment is booked via the widget

• A client requests an appointment (manual approval mode)

• An appointment is booked from the back office

• The client changes or cancels an appointment

• The appointment is modified or cancelled from the console

• The appointment is accepted or declined (manual approval mode)

• The appointment is marked as completed

• The appointment is marked as no-show

• The appointment requires mandatory payment confirmation

• A similar time slot is found

• A time slot becomes available

Sender email settings:

• You can choose to send emails from a no-reply address or from the assigned staff member’s email.

Notifications for the Owner or Manager

These notifications help managers or account owners stay informed of scheduling activity across their location or team.

Configurable events:

• A new appointment is booked

• A client cancels an appointment

• A client reschedules an appointment

• An appointment is declined (manual approval)

• An appointment is modified or cancelled from the console

To enable these notifications, make sure a valid email address and mobile number are provided.

Client Appointment Reminders

Reminders reduce no-shows by notifying clients shortly before their appointments. You can set up one or two automatic reminders.

Available settings:

• Enable or disable first and second reminders

• Choose the notification method (email and/or SMS)

• Define the timing (e.g. 1 hour or 24 hours before the appointment)

• Option to send the reminder to the assigned staff member as well

Reminders can be disabled for specific services if needed.

Client Feedback Request

Agendize can automatically request feedback from clients after their appointments by sending an email or SMS with a link to a feedback form.

You can choose to enable or disable this feature depending on your needs. It is useful for tracking customer satisfaction and improving service quality.

Daily Activity Summary

You can enable a daily summary email listing all appointments scheduled for the day.

Configuration options:

• Choose whether to send the summary to each staff member and/or to the manager

• Define the delivery time (e.g. the day before at 07:00)

This summary helps your team prepare for the day. Note that changes to this setting may take up to 24 hours to take effect.

Saving Changes

After making your selections, be sure to click the “Save” button at the bottom of the page. Changes will not be applied unless saved.