Notifications in Amelia WordPress Booking Plugin
Understanding how Notifications work
For the 2. and 3. notifications types, it is necessary to set up a cron job on your server. You can see below how to configure these notifications.
Notifications are divided into two tabs:
- To Customer – here you will find notifications you can enable/disable for sending to the customer, and
- To Employee – here you will find notifications you can enable/disable for sending to the employee.
There are five notification types that are same for customer and employee: Appointment Approved, Appointment Pending, Appointment Rejected, Appointment Canceled and Appointment Rescheduled; and three that are available only for the customer: Appointment Next Day Reminder, Appointment Follow Up and Birthday Greeting. We will briefly explain each of them.
This email message will be sent right after your customer finishes the booking procedure, or after an appointment is created from the back-end of the plugin, if the default status of your appointment is Approved. This notification is available for both – the customer and the employee, but you can uncheck for one of them if you don’t want it to be sent to both sides.
This is an email that will be sent when the appointment is created but with the Pending status. You can set your “Default Appointment Status” as Pending, so every time when a new appointment is created this email will be sent. The appointment will get a Pending status, so you will need to manually confirm it in the back-end of the plugin.
This is an email that will be sent after the appointment is rejected by the administrator or manager. You can enable it for the customer and the employee because in the current version of the plugin, employees are not allowed to change appointment statuses. So, after your administrator or manager rejects the appointment the customer and/or employee will get an email about this action.
This is an email that will be sent after your customer cancels the appointment. Cancel option is available for customers at the back-end of the plugin, so once they click on the Cancel button an email about this action will be sent to your customer and/or employee.
This is an email that will be sent after the appointment is rescheduled for some other date and/or time. Administrator and manager can move appointment in the calendar or edit date and time in “Edit Appointment” dialog. In both ways, if you enable this notification after the appointment is moved, your customer and/or employee will get a notice about it.
Appointment Next Day Reminder
This is one of the three notifications available only to the customer. With this notification you can remind your customer about the next day appointment. In the upper right side of the page, you will see an option Scheduled For where you can choose a time when this notification will be sent. Once you’ve chosen the time and message, click on the Save button, otherwise, the chosen time for the notification will not be saved.
Appointment Follow Up
With this notification, you can send a follow-up email to your customer to thank for coming or give some additional information. In the upper right side of the page, you will see an option to choose a time and schedule this email. If you choose 1 hour, for example, this email will be sent to your customer 1 hour after the appointment. When you’ve finished configuring the notification, click Save and your notification message will be saved for sending.
With this email, you can congratulate your customer on a birthday. To be able to send this email you need to have filled Date of Birth option in customer’s dialog. Choose a birthday greeting text, a time in Scheduled For option when this email will be sent, and click Save to keep your settings.
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