Adjusting notifications: Difference between revisions

[[File:Whatapp notofications switchers.png|1200px|center|link=https://help.simplybook.me/images/1/14/Whatapp_notofications_switchers.png]]

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(You will also be able to view the messages that were sent from the system as well as the number of credits used in Reports -> SMS (txt messages) -> WhatsApp notifications)

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The following custom features have either own notification types or can influence the messages sent by the system:

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Allows to send:

* Invoices to clients(email template)

* Notifications about unsuccessful payments to client(Email template)

* Notifications about unsuccessful payments to company(Email template)

[[File:Accept payments notifications path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/fb/Accept_payments_notifications_path_redesigned.png]]

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Has own templates for:

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

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

Both types are automatically applied when this custom feature is enabled and the clients makes a batch of appointments at once using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add another service</span> button at checkout.

[[File:Multiple bookings notifications path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/fc/Multiple_bookings_notifications_path_redesigned.png]]

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Has special templates for the following types:

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

* 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.

[[File:Group bookings notifications path.png|1200px|border|center|link=https://help.simplybook.me/images/6/66/Group_bookings_notifications_path.png]]

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

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 template redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/3/36/Book_soon_template_redesigned.png]]

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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)

[[File:Coupons & gift cards notifications redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/7/79/Coupons_%26_gift_cards_notifications_redesigned.png]]

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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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Coupons&Gift Cards</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Issue the gift card</span> / <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send coupon message</span> for the desired gift-card/coupon -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Send Email/Send SMS.</span>

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

There is no place to edit the template, but you can view the notifications report in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Push notifications report.</span><br>

'''Please note!''' You need to have enough push notifications credits to be able to send such notifications to clients

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If you require the clients to sign in/sign up to be able to book the appointments or make purchases on your booking website and have Client login custom feature enabled,<br>

there are three notification types that can be sent to your clients(they cannot be disabled):

* restore password(Email)

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

[[File:Client login notifications path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/d/d0/Client_login_notifications_path_redesigned.png]]

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When you sell memberships on the booking website you may also need to notify your clients about the different points.<br>

This custom feature allows to send:

* membership expires today(Email and SMS templates)

* membership expired notification(Email and SMS templates)

[[File:Memberships notifications path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/6e/Memberships_notifications_path_redesigned.png]]

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This custom feature allows to customize the booking related notification per certain service/provider or both.<br>

The following types can be used:

* batch cancellation notification to client(Email and SMS templates)

* batch cancellation notification to provider(Email and SMS templates)

[[File:Flexible notifications path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/5/56/Flexible_notifications_path_redesigned.png]]

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'''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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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).<br>

[[File:Packages notification path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/f/fd/Packages_notification_path_redesigned.png]]

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

But in case you are using online payments and allow to choose <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">pay later</span> option on the booking website and the client select it,<br>

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

As well you may wish to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">re-send the ticket</span> to the client in certain cases(it is possible in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Tickets report).</span>

[[File:Tickets notificatons path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/ea/Tickets_notificatons_path_redesigned.png]]

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

[[File:Custom email template path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/4/49/Custom_email_template_path_redesigned.png]]

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With the help of this custom feature you can influence the look of the following notification types:

* common booking related notifications from Settings -> Email and SMS Settings;

This feature allows to test each notification type with the pre-created design.

[[File:Custom email notification types list redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/c/c2/Custom_email_notification_types_list_redesigned.png]]

The <nowiki>{{content}}</nowiki> tag that contains the booking/purchase information can be edited in the corresponding feature settings.

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

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

[[File:Smtp email path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/e4/Smtp_email_path_redesigned.png]]

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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.<br>

[[File:Daily report settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/e/e2/Daily_report_settings_path_redesigned.png]]

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

[[File:Hipaa notifications settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/6/66/Hipaa_notifications_settings_path_redesigned.png]]

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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.

There is no template to edit but you can disable such notifications in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Contact widget notifications.</span>

[[File:Contact widget notifications enable path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/b/b5/Contact_widget_notifications_enable_path_redesigned.png]]

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

In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Medical test</span> -> on the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">right side</span> of the page you can enable/disable or edit the following templates:

In case you need to adjust the test result template please use <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom result template</span> option above the templates.

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