Appointment Template Configuration

Template Configuration interface allows you to set up different types of templates for appointment-related events.

Template Categories

Each type of template category corresponds to a specific stage of the appointment process. Clicking on this link allows you to choose or create a message template for each type.

Reminder Template

Sends reminders to customers before their appointment to ensure they don’t forget. Example: "Your appointment is scheduled for tomorrow at [Time]."

Start Template

Notifies customers when the appointment begins, prompting them to join or participate. Example: "Your appointment with [Provider/Service] has started. Please join now."

Complete Template

Sent after the appointment concludes to thank customers or gather feedback. Example: "Thank you for attending your appointment. We value your feedback!"

Cancel Template

Alerts customers when an appointment is canceled, offering rescheduling or support options. Example: "Your appointment on [Date, Time] has been canceled. Please contact us for assistance."

Reschedule Template

Notifies customers of changes to their appointment date or time with updated details. Example: "Your appointment has been rescheduled to [New Date, Time]."

How to Use Template Configuration

1. Click Select Template for each category.

2. Choose an existing template or create a new one by specifying headers, body text, and optional buttons.

3. Enable or disable rescheduling using the toggle.

4. Click Create to save the configuration.

This setup ensures customers receive timely and relevant updates, improving their overall experience and reducing no-shows.