Adjusting notifications: Difference between revisions

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|title=Adjusting notifications - SimplyBook.me

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<p><youtube>https://youtu.be/IZ8h3OmXTjQ</p></youtube>

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=How to enable/disable bookings notifications and adjust your templates=

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Go to <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> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">check/uncheck</span> the corresponding boxes to send/not send notifications. You can change the texts of notifications to better suit your needs by clicking <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">edit template,</span> making changes and saving system settings.

[[File:Email and sms settings path redesigned upd.png|1200px|border| center|link=https://help.simplybook.me/images/a/a4/Email_and_sms_settings_path_redesigned_upd.png]]

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==What'sApp Notifications==

If you and your clients are actively using WhatsApp messenger you can get bookings-related notifications there.

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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.<br>

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=How to disable Feedbacks=

You can view all your reviews in the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reports</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Reviews</span> 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 <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;">Settings for e-mail and SMS notifications</span> -> set <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Number of days until feedback request is sent to client</span> to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Disable.</span><br/>

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=[[Custom_Features|Custom features]] related notifications=

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

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==[[Multiple_Bookings_custom_feature|Multiple bookings]]==

Has own templates for:

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==[[Group_Bookings_custom_feature|Group bookings]]==

Has special templates for the following types:

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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.<br>

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==[[Coupons_and_Gift_Cards_custom_feature|Coupons & Gift cards]]==

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

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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.<br>

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==[[Client_Login_custom_feature|Client login]]==

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>

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==[[Membership_custom_feature|Membership]]==

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

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==[[Flexible_Notifications_custom_feature|Flexible notifications]]==

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

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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).<br>

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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.<br>

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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.<br>

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==[[SMTP_custom_feature|SMTP]]==

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

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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.<br>

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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.<br>

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

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

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Variables are elements that can be inserted in email and sms templates (<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>). 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."<br>

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.

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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> you can check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Attach iCal to e-mails</span> 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)

[[File:Ics files options redesigned.png|1200px | center|link=https://help.simplybook.me/images/2/23/Ics_files_options_redesigned.png]]

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;Possible reasons

:1. Corresponding boxes 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> are not checked.  

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

:3. Email went to junk (Spam) folder or to Social tab. Please check Whitelisting instructions [[Email_whitelisting_instructions| here]].

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

:5. If sms are not coming, check your sms balance in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Plans&Prices</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Subscriptions</span> 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.

:'''Multiple bookings template''' (<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Multiple bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">on the right side</span> of the page)

[[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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:'''Group bookings template''' (<span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom Features</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Group bookings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">on the right side</span> of the page)

[[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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:2. Check if you have Time Zone settings on in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Main configuration,</span> in this case client may have selected wrong time zone and received notification in wrong time zone too.  

[[File:Timezone settings redesigned.png|1200px | center|link=https://help.simplybook.me/images/3/35/Timezone_settings_redesigned.png]]

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=Email whitelisting instructions=

So here are a few things that you can do to make sure you get those all important emails from the team here at SimplyBook.me.

You can expect system notifications such as when your subscription is up for renewal, notices about bookings, and helpful information on various things such as how to get the most out of your [https://simplybook.me/ SimplyBook.me] service.

As great as technology is, it isn’t perfect, and sometimes email systems and internet service providers mistake legitimate email for spam. To ensure that you don’t miss important communication from us, please take the following steps:

Please whitelist any emails that come from the '''@simplybook.me''' domain.

'''Why?''' Because that tells your email service or program that you actually want emails from this domain, so that they can then make sure you get them.

'''How?''' Well, this differs between email services and programs but below you can see information about some of the main ones. If you aren’t using one of these, please refer to the help section for yourservice for information.

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Filter messages from '''@simplybook.me''' and tell the system to never send it to spam:

:1. Go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> (click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">gear</span> icon at the top to the right)

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

:2. Select the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Filters and Blocked Addresses</span> tab

[[File:Select filters and blocked addresses.png| center]]

:3. Towards the bottom of the tab, click the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create a new filter</span> link

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[[File:Gmail create a new filter.png| center]]

:4. In the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">From</span> field write '''@simplybook.me'''

:5. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create filter with this search</span> to the bottom right of the window

[[File:Gmail create filter with this search.png| center]]

:6. Tick the box next to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Never send it to Spam</span>

:7. Click the blue button that says <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Create filter</span>

[[File:Gmail never send it to spam.png| center]]

Great! Now you won’t miss anything from us!

'''And to ensure that our emails don’t get lost in that Updates or Promotions tab:'''

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

:2. Click and drag it to the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Primary</span> tab in your inbox

[[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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">yes</span>

[[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.

:2. Click the the three dots in the Sender's info window that appears and click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add to contacts.</span>

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

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:3. When <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add Contact</span> form comes up, click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Save.</span>  

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

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:1. From the top menu select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Mail</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Preferences</span>

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

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:2. Then select the <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Rules</span> icon, click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add Rule</span> 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 <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Contains</span> type '''@simplybook.me'''

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

:4. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Move Message</span> and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Inbox</span> from the drop down menus and then click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">OK</span> to save the rule.

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

:2. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Junk E-mail</span> from the menu.

:3. Click <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Never Block Sender</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Never Block Sender's Domain (@example.com).</span>

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

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