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Adjusting notifications (view source)

Revision as of 10:54, 9 August 2021

8,976 bytes added , 2 years ago

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Go to Settings//General Settings//Email and SMS settings and check/uncheck the corresponding boxes to send/not send notifications. You can change the texts of notifications to better suit your needs by clicking "edit template", making changes and saving system settings.

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Go to Settings -> General Settings -> Email and SMS settings and check/uncheck the corresponding boxes to send/not send notifications. You can change the texts of notifications to better suit your needs by clicking edit template, making changes and saving system settings.

<nomobile>[[File:Email and sms settinngs path v3.png | center]]</nomobile>

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==Admin mobile app==

If you are using admin mobile application you can receive booking related notifications such as booking confirmations, reminders, booking change and cancellation notifications.

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To enable/disable these notifications please navigate to Settings tab -> Manage notifications in the admin mobile application.

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To enable/disable these notifications please navigate to Settings tab -> Manage notifications in the admin mobile application.

=How to disable Feedbacks=

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You can view all your reviews in the Reports//~~Reviews~~ tab in left-side menu, delete or reply to them. If you wish to remove the option to leave a review and do not send feedback request in Settings // Email and SMS settings // Settings for e-mail and SMS notifications // set "Number of days until feedback request is sent to client" to Disable.

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You can view all your reviews in the Reports -> Reviews tab in left-side menu, delete or reply to them. If you wish to remove the option to leave a review and do not send feedback request in Settings -> Email and SMS settings -> Settings for e-mail and SMS notifications -> set Number of days until feedback request is sent to client to Disable.

<nomobile>[[File:Disable feedback v3.png | center]]</nomobile>

<mobileonly>[[File:M disable feedback v3.png | center]]</mobileonly>

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* Notifications about unsuccessful payments to client(Email template)

* Notifications about unsuccessful payments to company(Email template)

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All these templates can be edited in Custom features -> [[Accept_payments_custom_feature|Accept payments]] -> Settings -> Email template settings.

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All these templates can be edited in Custom features -> [[Accept_payments_custom_feature|Accept payments]] -> Settings -> Email template settings.

[[File:Accept payments notifications.png|1200px|border|center]]

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* Booking confirmation notification to client(Email and SMS templates)

* Booking reminder notification to client(Email and SMS templates)

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Both types are automatically applied when this custom feature is enabled and the clients makes a batch of appointments at once using "Add another service" button at checkout.

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Both types are automatically applied when this custom feature is enabled and the clients makes a batch of appointments at once using Add another service button at checkout.

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The templates texts can be adjusted in Custom features -> [[Multiple_Bookings_custom_feature|Multiple bookings]] -> on the right side of the page.

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The templates texts can be adjusted in Custom features -> [[Multiple_Bookings_custom_feature|Multiple bookings]] -> on the right side of the page.

[[File:Multiple bookings notifications path new cf.png|border|center]]

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* Booking reminder notification to provider(Email and SMS templates)

They will be automatically applied when this custom feature is enabled and the client books an appointment selecting several participants on the service step of the booking process.

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All the templates can be adjusted in Custom features -> [[Group_Bookings_custom_feature|Group bookings]] -> on the right side of the page.

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All the templates can be adjusted in Custom features -> [[Group_Bookings_custom_feature|Group bookings]] -> on the right side of the page.

[[File:Group booking notifications.png|1200px|border|center]]

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==[[Book_Soon_Notification_System_custom_feature|Book Soon notification system]]==

Allows to send reminders to come again to the clients who have booked before.

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The templates can be set in Custom features -> [[Book_Soon_Notification_System_custom_feature|Book Soon notification system]] -> Settings -> "Add new" to create a new template(Email and SMS).

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The templates can be set in Custom features -> [[Book_Soon_Notification_System_custom_feature|Book Soon notification system]] -> Settings -> Add new to create a new template(Email and SMS).

You can create numerous specific templates for certain service(s)/provider(s) and they will be sent when the indicated time has passed from the client appointment.

[[File:Book soon settings v3.png|border|center]]

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Can send specific notifications for the following cases when you are using this custom feature:

* the client purchases a gift card on the booking website(Email and SMS templates)

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This notification template can be enabled/disable and edited in Custom features -> [[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift cards]] -> on the right side of the page.

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This notification template can be enabled/disable and edited in Custom features -> [[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift cards]] -> on the right side of the page.

[[File:Coupons & gift cards notifications path new cf.png|border|center]]

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As well if you manually issue gift card or coupon to your client(s) the template that will be used in this case can be access in Manage -> Coupons&Gift Cards -> Issue the gift card / Send coupon message for the desired gift-card/coupon -> Send Email/Send SMS.

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As well if you manually issue gift card or coupon to your client(s) the template that will be used in this case can be access in Manage -> Coupons&Gift Cards -> Issue the gift card / Send coupon message for the desired gift-card/coupon -> Send Email/Send SMS.

:''[[Coupons_and_Gift_Cards_custom_feature|Read more]] about his custom feature use.''

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==[[Client_mobile_app|Client mobile app]]==

In case this feature is enabled and the client has allowed notifications, the mobile application will send booking-related push notifications.

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There is no place to edit the template, but you can view the notifications report in Reports -> Notification report.

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There is no place to edit the template, but you can view the notifications report in Reports -> Notification report.

[[File:Client app notifications report.png|border|center]]

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* restore password(Email)

* reset password or create client from admin interface(Email)

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You can edit the templates in Custom features -> [[Client_Login_custom_feature|Client login]] -> on the right side of the page.

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You can edit the templates in Custom features -> [[Client_Login_custom_feature|Client login]] -> on the right side of the page.

[[File:Client login notifications.png|1200px|border|center]]

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* membership expires today(Email and SMS templates)

* membership expired notification(Email and SMS templates)

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You can edit the templates, as well as enable/disable certain notification types in Custom features -> [[Membership_custom_feature|Membership]] -> on the right side of the page.

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You can edit the templates, as well as enable/disable certain notification types in Custom features -> [[Membership_custom_feature|Membership]] -> on the right side of the page.

[[File:Membership notifications types.png|1200px|border|center]]

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* [[Group_Bookings_custom_feature|group bookings]] reminder to client(Email and SMS templates)

* [[Group_Bookings_custom_feature|group bookings]] reminder to provider(Email and SMS templates)

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You can create all the desired templates in Custom features -> [[Flexible_Notifications_custom_feature|Flexible notifications]] -> Manage.

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You can create all the desired templates in Custom features -> [[Flexible_Notifications_custom_feature|Flexible notifications]] -> Manage.

[[File:Flexible notifications manage path new cf.png|border|center]]

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In case you need to enable/disable some of these notification types please navigate to Settings -> General settings -> Email and SMS settings -> and use the table at the top of the page.

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In case you need to enable/disable some of these notification types please navigate to Settings -> General settings -> Email and SMS settings -> and use the table at the top of the page.

'''Please note!''' These are general booking notifications settings so if you turn some of them off it will also influence similar types related to other features(i.e. if you disable booking confirmations to providers there then common confirmations, as well as group, recurring batches confirmation notifications will become off)

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==[[Packages_custom_feature|Packages]]==

When you sell the packages of services/classes/products/service add-ons or issue the packages from admin side it is also possible to automatically send the clients the package activation notification(Email and/or SMS).

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To edit the template text or enable/disable the notifications please navigate to Custom features -> [[Packages_custom_feature|Packages]] -> right side of the page.

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To edit the template text or enable/disable the notifications please navigate to Custom features -> [[Packages_custom_feature|Packages]] -> right side of the page.

[[File:Packages notifications.png|1200px|border|center]]

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==[[Tickets_custom_feature|Tickets]]==

By default the ticket is automatically sent to client email together with the corresponding service confirmation email.

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But in case you are using online payments and allow to choose "pay later" option on the booking website and the client select it,

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But in case you are using online payments and allow to choose pay later option on the booking website and the client select it,

in this case the ticket will be sent with the separate email.

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As well you may wish to re-send the ticket to the client in certain cases(it is possible in Reports -> Tickets report).

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As well you may wish to re-send the ticket to the client in certain cases(it is possible in Reports -> Tickets report).

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Both notification templates case be edited in Custom features -> [[Tickets_custom_feature|Tickets]] -> on the right side or the page. There are Email types available only.

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Both notification templates case be edited in Custom features -> [[Tickets_custom_feature|Tickets]] -> on the right side or the page. There are Email types available only.

[[File:Tickets notifications.png|1200px|border|center]]

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==[[Custom_Email_custom_feature|Custom email]]==

Allows to customize the design of the email notifications to match your branding and taste.

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To create your designs please go to Custom features -> [[Custom_Email_custom_feature|Custom email]] -> Create template.

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To create your designs please go to Custom features -> [[Custom_Email_custom_feature|Custom email]] -> Create template.

[[File:Custom email plugin settings path.png|1200px|border|center]]

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* [[Group_Bookings_custom_feature|group bookings]] custom feature notifications;

* [[Multiple_Bookings_custom_feature|multiple bookings]] custom feature notifications;

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* [[Client_Login_custom_feature|C=client login]] custom feature notifications;

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* [[Client_Login_custom_feature|client login]] custom feature notifications;

* [[Membership_custom_feature|membership]] custom feature notifications;

* [[Packages_custom_feature|packages]] custom feature notifications;

* [[Tickets_custom_feature|tickets]] custom feature notifications;

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* [[Coupons_and_Gift_Cards_custom_feature|~~Coupons~~ & ~~Gift~~ cards]] custom feature notifications

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* [[Coupons_and_Gift_Cards_custom_feature|coupons & gift cards]] custom feature notifications

* [[Medical_test_custom_feature|medical test]] custom feature notifications;

* [[Book_Soon_Notification_System_custom_feature|book soon notification system]] custom feature notifications.

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This feature allows you to use your own SMTP server for sending the emails.

It has only one template for testing this feature after you have entered the settings.

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You can edit and use the test email template in Custom features -> SMTP -> on the right side of the page.

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You can edit and use the test email template in Custom features -> SMTP -> on the right side of the page.

[[File:Smtp test email.png|1200px|border|center]]

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==[[Daily_Report_custom_feature|Daily report]]==

When you enable and set this custom feature it will automatically send the email report about new, upcoming and cancelled appointments to your company email address.

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There is not template to edit as such, but you can adjust the items included in Custom features -> [[Daily_Report_custom_feature|Daily report]] -> on the right side of the page.

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There is not template to edit as such, but you can adjust the items included in Custom features -> [[Daily_Report_custom_feature|Daily report]] -> on the right side of the page.

[[File:Daily report settings path new cf.png|border|center]]

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==[[HIPAA_custom_feature|HIPAA]]==

This is security-related custom feature and allows to send email notifications when somebody logs in to your system.

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It does not contain any email template to be edited and can be enabled/disabled by adding/removing the email address in Custom features -> [[HIPAA_custom_feature|HIPAA]] -> right side of the page -> Notify email.

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It does not contain any email template to be edited and can be enabled/disabled by adding/removing the email address in Custom features -> [[HIPAA_custom_feature|HIPAA]] -> right side of the page -> Notify email.

[[File:Hipaa settings path new cf.png|border|center]]

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==[[Contact_Widget_custom_feature|Contact widget]]==

As this custom feature allows to add a contact form to your booking website or create the contact button widget, there is also the email/SMS notification to company that is sent when somebody leaves a message on the booking site or widget so that you will be able to respond right away.

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There is no template to edit but you can disable such notifications in Settings -> General settings -> Email and SMS settings -> Contact widget notifications.

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There is no template to edit but you can disable such notifications in Settings -> General settings -> Email and SMS settings -> Contact widget notifications.

[[File:Contact widget notifications.png|1200px|border|center]]

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==[[Medical_test_custom_feature|Medical test]]==

When you are using this custom feature you definitely need to send the test results to patients' emails.

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In Custom features -> Medical test -> on the right side of the page you can enable/disable or edit the following templates:

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In Custom features -> Medical test -> on the right side of the page you can enable/disable or edit the following templates:

* positive results(Email and SMS templates);

* negative results(Email and SMS templates);

* inconclusive results(Email and SMS templates).

[[File:Medical test notifications preferences.png|1200px|border|center]]

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In case you need to adjust the test result template please use Custom result template option above the templates.

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In case you need to adjust the test result template please use Custom result template option above the templates.

:''[[Medical_test_custom_feature|Read more]] about his custom feature use.''

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=What are variables=

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Variables are elements that can be inserted in email and sms templates (Settings//General Settings//Email and SMS settings). These variables will denote the chosen item after the booking is made. For example you have 2 providers: Mary and John. In email template you insert text "You have booked a service with [provider]". If the client chose on the booking page provider Mary, they would receive the following text "You have booked a service with Mary", if they chose John, they would receive the text "You have booked a service with John."

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Variables are elements that can be inserted in email and sms templates (Settings -> General Settings -> Email and SMS settings). These variables will denote the chosen item after the booking is made. For example you have 2 providers: Mary and John. In email template you insert text "You have booked a service with [provider]". If the client chose on the booking page provider Mary, they would receive the following text "You have booked a service with Mary", if they chose John, they would receive the text "You have booked a service with John."

You can always find the variables that can be used with the certain notification type near the template either on the right side of the page or in the popup that can be access by click on "Variables" button.

[[File:Variables example.png|1200px|border|center]]

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=iCals and how to use them=

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In Settings//General Settings//Email and SMS settings you can check the box "Attach iCal to e-mails" and then emails will contain file of .isc format. After clicking that file, it will open in one of your calendars (Google calendar, iCalendar,etc)

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In Settings -> General Settings -> Email and SMS settings you can check the box Attach iCal to e-mails and then emails will contain file of .isc format. After clicking that file, it will open in one of your calendars (Google calendar, iCalendar,etc)

<nomobile>[[File: Enable icals.png | center]]</nomobile>

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;Possible reasons

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:1. Corresponding boxes in Settings//General Settings//Email and SMS settings are not checked.

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:1. Corresponding boxes in Settings -> General Settings -> Email and SMS settings are not checked.

:2. Client/provider entered wrong email or phone.

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:4. [[Custom_Features#SMTP | SMTP]] custom feature is not set correctly.

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:5. If sms are not coming, check your sms balance in Plans&Prices//~~Subscriptions~~ at the bottom of the page.

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:5. If sms are not coming, check your sms balance in Plans&Prices -> Subscriptions at the bottom of the page.

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:1. Please check if you have [[Custom_Features#Multiple_Bookings| '''Multiple Bookings''']] or [[Custom_Features#Group_Bookings| '''Group Bookings''']] Custom Feature enabled. These Custom Features have their own templates.

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:'''Multiple bookings template''' (Custom Features//Multiple bookings//on the right side on the page)

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:'''Multiple bookings template''' (Custom Features -> Multiple bookings -> on the right side of the page)

[[File:Multiple bookings notifications path new cf.png|1200px|border | center]]

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:'''Group bookings template''' (Custom Features//Group bookings//on the right side on the page)

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:'''Group bookings template''' (Custom Features -> Group bookings -> on the right side of the page)

[[File:Group booking notifications.png|1200px|border| center]]

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:2. Check if you have Time Zone settings on in Settings//General settings//Configuration, in this case client may have selected wrong time zone and received notification in wrong time zone too.

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:2. Check if you have Time Zone settings on in Settings -> General settings -> Configuration, in this case client may have selected wrong time zone and received notification in wrong time zone too.

<nomobile>[[File: Timezone settings.png | center ]]</nomobile>

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:1. Go to ~~'''~~Settings~~'''~~ (click the gear icon at the top to the right)

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:1. Go to Settings (click the gear icon at the top to the right)

[[File:Click settings.png| center]]

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:2. Select the ~~‘'''~~Filters and Blocked Addresses~~'''’~~ tab

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:2. Select the Filters and Blocked Addresses tab

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:3. Towards the bottom of the tab, click the ~~‘Create~~ a new ~~filter’~~ link

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:3. Towards the bottom of the tab, click the Create a new filter link

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:4. In the ~~‘From’~~ field write '''@simplybook.me'''

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:4. In the From field write '''@simplybook.me'''

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:5. Click ~~‘'''~~Create filter with this search~~'''’~~ to the bottom right of the window

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:5. Click Create filter with this search to the bottom right of the window

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:6. Tick the box next to ~~‘'''~~Never send it to Spam~~'''’~~

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:6. Tick the box next to Never send it to Spam

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:7. Click the blue button that says ~~‘'''~~Create filter~~'''’~~

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:7. Click the blue button that says Create filter

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:1. Find an email from SimplyBook.me in your inbox

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:2. Click and drag it to the Primary tab in your inbox

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:2. Click and drag it to the Primary tab in your inbox

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[[File:Gmail move to primary tab.png| center]]

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:3. You’ll be asked whether you want to do this for future emails, so tell them yes

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:3. You’ll be asked whether you want to do this for future emails, so tell them ~~“yes”~~

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[[File:Gmail do this with future emails from SimplyBook.me.png| center]]

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:1. When you open an email message, hover your mouse on the Sender's name.

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:2. Click the the three dots in the Sender's info window that appears and click ~~“Add~~ to ~~contacts”~~.

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:2. Click the the three dots in the Sender's info window that appears and click Add to contacts.

[[File:Add to contacts yahoo.png| center]]

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:3. When Add Contact form comes up, click Save.

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:3. When "Add Contact" form comes up, click "Save".

[[File:Add contact yahoo form.PNG| center]]

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:1. From the top menu select ~~'''~~Mail > Preferences~~'''~~

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:1. From the top menu select Mail -> Preferences

[[File:Step 1 - open Mail preferences.jpg| center]]

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:2. Then select the Rules icon, click Add Rule and type a name for the rule in the description field. Use the following settings:

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:2. Then select the ~~“'''~~Rules~~'''”~~ icon, click ~~“'''~~Add Rule~~'''”~~ and type a name for the rule in the description field. Use the following settings:

[[File:Step 2 - open Rules configuration.jpg| center]]

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:3. “If any of the following conditions are met: From Contains”. In the text field besides Contains type '''@simplybook.me'''

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:3. “If any of the following conditions are met: From Contains”. In the text field besides ~~“Contains”~~ type '''@simplybook.me'''

[[File:Step 3 - add a rule for SimplyBook.me mails.jpg| center]]

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:4. Select Move Message and Inbox from the drop down menus and then click OK to save the rule.

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:4. Select ~~“'''~~Move Message~~'''”~~ and ~~“'''~~Inbox~~'''”~~ from the drop down menus and then click ~~'''~~OK~~'''~~ to save the rule.

==Using Outlook==

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:1. Right-click on the message in your inbox.

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~~:2. Select “Junk E-mail” from the menu.~~

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~~:3. Click “Never Block Sender” or "Never Block Sender's Domain (@example.com)".~~

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~~[[File:Outlook not junk.jpg| center]]~~

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:2. Select Junk E-mail from the menu.

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:3. Click Never Block Sender or Never Block Sender's Domain (@example.com).

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[[File:Outlook not junk.jpg| center]]

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Great, you’re all set! We look forward to being in touch and seeing your business blossom!

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Adjusting notifications (view source)

Revision as of 10:54, 9 August 2021

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