Creating and Sending Appointment Emails

  • 1
  • 2
  • 3
  • 4
  • 5
Before creating your own unique emails, take a look at the defaults already designed, written, and ready to go. Most are automatically triggered when an attendee schedules an appointment, accepts, declines, updates, or cancels one. You can edit or deactivate any of them or create your own. Simply follow the steps below. 
 
Creating or Editing Emails

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Manage the email's details. Click the name of the email you want to customize, then click Edit. Don't see the one you need? Click Create New

Enter or edit the Name (for your reference only), Subject, and From Name. Click the User-added image to insert data tags into the Subject or From Name fields.
 
NOTE: If don't want an email automatically triggered, switch Active to No.

Click Save

3 Customize the content. Click the neighboring tab, Content.
 
The Design Tools section contains everything you'll need to customize the layout and theme of your email. To add the content widgets, drag and drop them on the canvas. For text, click the field and begin typing away. To customize other features, such as images or calendars, hover over the widget and click Settings.

 
User-added image
 
To preview the layout, hover over View in the top right and click Desktop or Mobile

Once you're done, click Save, then click Close


4 Review your work. Want to see how the email looks in your inbox? Click the arrow to the right of the email, then click Send Test Email.
 
User-added image

Click Confirm to send it to the email address listed under "Event Planner" in Event Details > Event Information.  
 
Sending Appointment Emails

The Appointment Event Welcome email and any you've created from scratch are the only ones you can send manually. The rest are triggered when you or an attendee performs a specific action, like requesting an appointment, unless you deactivate it
 
NOTE: If you create an appointment type with the personal calendar response method, you will see 11 additional email templates that cannot be deactivated.

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Choose an audience. Click the arrow to the right of an email in the Appointment Event Emails section. Your options could include:
  • Send Test Email sends the email to the address listed in Event Details > Event Information. 
  • Send to All sends the email to all your attendees, even if they already got it. 
  • Send to New sends the email to only attendees who haven't received it yet. 
  • Send to Specified Attendees lets you select who will receive the email. 
A confirmation screen will appear. Verify this information, then click Confirm.


Reporting on Appointment Emails

1 Access the reports. Begin by selecting your appointment event, then click Reporting in the top navigation bar.

2 Run the report.
To the right of "Appointment Emails Sent," click the arrow next to the Run button, then click Edit then Run Report.

Change the report data settings and filters, if necessary, then click Run.

This report will pull each email on its own row with the email status, whether or not the email was opened, and how the email was sent.

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Before creating your own unique emails, take a look at the defaults already designed, written, and ready to go. Most are automatically triggered when an attendee schedules an appointment, accepts, declines, updates, or cancels one. You can edit or deactivate any of them or create your own. Simply follow the steps below. 
 
Creating or Editing Emails

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Manage the email's details. Click the name of the email you want to customize, then click Edit. Don't see the one you need? Click Create New

Enter or edit the Name (for your reference only), Subject, and From Name. Click the User-added image to insert data tags into the Subject or From Name fields.
 
NOTE: If don't want an email automatically triggered, switch Active to No.

Click Save

3 Customize the content. Click the neighboring tab, Content.
 
The Design Tools section contains everything you'll need to customize the layout and theme of your email. To add the content widgets, drag and drop them on the canvas. For text, click the field and begin typing away. To customize other features, such as images or calendars, hover over the widget and click Settings.

 
User-added image
 
To preview the layout, hover over View in the top right and click Desktop or Mobile

Once you're done, click Save, then click Close


4 Review your work. Want to see how the email looks in your inbox? Click the arrow to the right of the email, then click Send Test Email.
 
User-added image

Click Confirm to send it to the email address listed under "Event Planner" in Event Details > Event Information.  
 
Sending Appointment Emails

The Appointment Event Welcome email and any you've created from scratch are the only ones you can send manually. The rest are triggered when you or an attendee performs a specific action, like requesting an appointment, unless you deactivate it
 
NOTE: If you create an appointment type with the personal calendar response method, you will see 11 additional email templates that cannot be deactivated.

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Choose an audience. Click the arrow to the right of an email in the Appointment Event Emails section. Your options could include:
  • Send Test Email sends the email to the address listed in Event Details > Event Information. 
  • Send to All sends the email to all your attendees, even if they already got it. 
  • Send to New sends the email to only attendees who haven't received it yet. 
  • Send to Specified Attendees lets you select who will receive the email. 
A confirmation screen will appear. Verify this information, then click Confirm.


Reporting on Appointment Emails

1 Access the reports. Begin by selecting your appointment event, then click Reporting in the top navigation bar.

2 Run the report.
To the right of "Appointment Emails Sent," click the arrow next to the Run button, then click Edit then Run Report.

Change the report data settings and filters, if necessary, then click Run.

This report will pull each email on its own row with the email status, whether or not the email was opened, and how the email was sent.

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Before creating your own unique emails, take a look at the defaults already designed, written, and ready to go. Most are automatically triggered when an attendee schedules an appointment, accepts, declines, updates, or cancels one. You can edit or deactivate any of them or create your own. Simply follow the steps below. 
 
Creating or Editing Emails

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Manage the email's details. Click the name of the email you want to customize, then click Edit. Don't see the one you need? Click Create New

Enter or edit the Name (for your reference only), Subject, and From Name. Click the User-added image to insert data tags into the Subject or From Name fields.
 
NOTE: If don't want an email automatically triggered, switch Active to No.

Click Save

3 Customize the content. Click the neighboring tab, Content.
 
The Design Tools section contains everything you'll need to customize the layout and theme of your email. To add the content widgets, drag and drop them on the canvas. For text, click the field and begin typing away. To customize other features, such as images or calendars, hover over the widget and click Settings.

 
User-added image
 
To preview the layout, hover over View in the top right and click Desktop or Mobile

Once you're done, click Save, then click Close


4 Review your work. Want to see how the email looks in your inbox? Click the arrow to the right of the email, then click Send Test Email.
 
User-added image

Click Confirm to send it to the email address listed under "Event Planner" in Event Details > Event Information.  
 
Sending Appointment Emails

The Appointment Event Welcome email and any you've created from scratch are the only ones you can send manually. The rest are triggered when you or an attendee performs a specific action, like requesting an appointment, unless you deactivate it
 
NOTE: If you create an appointment type with the personal calendar response method, you will see 11 additional email templates that cannot be deactivated.

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Choose an audience. Click the arrow to the right of an email in the Appointment Event Emails section. Your options could include:
  • Send Test Email sends the email to the address listed in Event Details > Event Information. 
  • Send to All sends the email to all your attendees, even if they already got it. 
  • Send to New sends the email to only attendees who haven't received it yet. 
  • Send to Specified Attendees lets you select who will receive the email. 
A confirmation screen will appear. Verify this information, then click Confirm.


Reporting on Appointment Emails

1 Access the reports. Begin by selecting your appointment event, then click Reporting in the top navigation bar.

2 Run the report.
To the right of "Appointment Emails Sent," click the arrow next to the Run button, then click Edit then Run Report.

Change the report data settings and filters, if necessary, then click Run.

This report will pull each email on its own row with the email status, whether or not the email was opened, and how the email was sent.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Before creating your own unique emails, take a look at the defaults already designed, written, and ready to go. Most are automatically triggered when an attendee schedules an appointment, accepts, declines, updates, or cancels one. You can edit or deactivate any of them or create your own. Simply follow the steps below. 
 
Creating or Editing Emails

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Manage the email's details. Click the name of the email you want to customize, then click Edit. Don't see the one you need? Click Create New

Enter or edit the Name (for your reference only), Subject, and From Name. Click the User-added image to insert data tags into the Subject or From Name fields.
 
NOTE: If don't want an email automatically triggered, switch Active to No.

Click Save

3 Customize the content. Click the neighboring tab, Content.
 
The Design Tools section contains everything you'll need to customize the layout and theme of your email. To add the content widgets, drag and drop them on the canvas. For text, click the field and begin typing away. To customize other features, such as images or calendars, hover over the widget and click Settings.

 
User-added image
 
To preview the layout, hover over View in the top right and click Desktop or Mobile

Once you're done, click Save, then click Close


4 Review your work. Want to see how the email looks in your inbox? Click the arrow to the right of the email, then click Send Test Email.
 
User-added image

Click Confirm to send it to the email address listed under "Event Planner" in Event Details > Event Information.  
 
Sending Appointment Emails

The Appointment Event Welcome email and any you've created from scratch are the only ones you can send manually. The rest are triggered when you or an attendee performs a specific action, like requesting an appointment, unless you deactivate it
 
NOTE: If you create an appointment type with the personal calendar response method, you will see 11 additional email templates that cannot be deactivated.

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Choose an audience. Click the arrow to the right of an email in the Appointment Event Emails section. Your options could include:
  • Send Test Email sends the email to the address listed in Event Details > Event Information. 
  • Send to All sends the email to all your attendees, even if they already got it. 
  • Send to New sends the email to only attendees who haven't received it yet. 
  • Send to Specified Attendees lets you select who will receive the email. 
A confirmation screen will appear. Verify this information, then click Confirm.


Reporting on Appointment Emails

1 Access the reports. Begin by selecting your appointment event, then click Reporting in the top navigation bar.

2 Run the report.
To the right of "Appointment Emails Sent," click the arrow next to the Run button, then click Edit then Run Report.

Change the report data settings and filters, if necessary, then click Run.

This report will pull each email on its own row with the email status, whether or not the email was opened, and how the email was sent.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Before creating your own unique emails, take a look at the defaults already designed, written, and ready to go. Most are automatically triggered when an attendee schedules an appointment, accepts, declines, updates, or cancels one. You can edit or deactivate any of them or create your own. Simply follow the steps below. 
 
Creating or Editing Emails

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Manage the email's details. Click the name of the email you want to customize, then click Edit. Don't see the one you need? Click Create New

Enter or edit the Name (for your reference only), Subject, and From Name. Click the User-added image to insert data tags into the Subject or From Name fields.
 
NOTE: If don't want an email automatically triggered, switch Active to No.

Click Save

3 Customize the content. Click the neighboring tab, Content.
 
The Design Tools section contains everything you'll need to customize the layout and theme of your email. To add the content widgets, drag and drop them on the canvas. For text, click the field and begin typing away. To customize other features, such as images or calendars, hover over the widget and click Settings.

 
User-added image
 
To preview the layout, hover over View in the top right and click Desktop or Mobile

Once you're done, click Save, then click Close


4 Review your work. Want to see how the email looks in your inbox? Click the arrow to the right of the email, then click Send Test Email.
 
User-added image

Click Confirm to send it to the email address listed under "Event Planner" in Event Details > Event Information.  
 
Sending Appointment Emails

The Appointment Event Welcome email and any you've created from scratch are the only ones you can send manually. The rest are triggered when you or an attendee performs a specific action, like requesting an appointment, unless you deactivate it
 
NOTE: If you create an appointment type with the personal calendar response method, you will see 11 additional email templates that cannot be deactivated.

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Choose an audience. Click the arrow to the right of an email in the Appointment Event Emails section. Your options could include:
  • Send Test Email sends the email to the address listed in Event Details > Event Information. 
  • Send to All sends the email to all your attendees, even if they already got it. 
  • Send to New sends the email to only attendees who haven't received it yet. 
  • Send to Specified Attendees lets you select who will receive the email. 
A confirmation screen will appear. Verify this information, then click Confirm.


Reporting on Appointment Emails

1 Access the reports. Begin by selecting your appointment event, then click Reporting in the top navigation bar.

2 Run the report.
To the right of "Appointment Emails Sent," click the arrow next to the Run button, then click Edit then Run Report.

Change the report data settings and filters, if necessary, then click Run.

This report will pull each email on its own row with the email status, whether or not the email was opened, and how the email was sent.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
Before creating your own unique emails, take a look at the defaults already designed, written, and ready to go. Most are automatically triggered when an attendee schedules an appointment, accepts, declines, updates, or cancels one. You can edit or deactivate any of them or create your own. Simply follow the steps below. 
 
Creating or Editing Emails

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Manage the email's details. Click the name of the email you want to customize, then click Edit. Don't see the one you need? Click Create New

Enter or edit the Name (for your reference only), Subject, and From Name. Click the User-added image to insert data tags into the Subject or From Name fields.
 
NOTE: If don't want an email automatically triggered, switch Active to No.

Click Save

3 Customize the content. Click the neighboring tab, Content.
 
The Design Tools section contains everything you'll need to customize the layout and theme of your email. To add the content widgets, drag and drop them on the canvas. For text, click the field and begin typing away. To customize other features, such as images or calendars, hover over the widget and click Settings.

 
User-added image
 
To preview the layout, hover over View in the top right and click Desktop or Mobile

Once you're done, click Save, then click Close


4 Review your work. Want to see how the email looks in your inbox? Click the arrow to the right of the email, then click Send Test Email.
 
User-added image

Click Confirm to send it to the email address listed under "Event Planner" in Event Details > Event Information.  
 
Sending Appointment Emails

The Appointment Event Welcome email and any you've created from scratch are the only ones you can send manually. The rest are triggered when you or an attendee performs a specific action, like requesting an appointment, unless you deactivate it
 
NOTE: If you create an appointment type with the personal calendar response method, you will see 11 additional email templates that cannot be deactivated.

1 Access the email. Begin by selecting your appointment event, then click Emails in the top navigation bar. 

2 Choose an audience. Click the arrow to the right of an email in the Appointment Event Emails section. Your options could include:
  • Send Test Email sends the email to the address listed in Event Details > Event Information. 
  • Send to All sends the email to all your attendees, even if they already got it. 
  • Send to New sends the email to only attendees who haven't received it yet. 
  • Send to Specified Attendees lets you select who will receive the email. 
A confirmation screen will appear. Verify this information, then click Confirm.


Reporting on Appointment Emails

1 Access the reports. Begin by selecting your appointment event, then click Reporting in the top navigation bar.

2 Run the report.
To the right of "Appointment Emails Sent," click the arrow next to the Run button, then click Edit then Run Report.

Change the report data settings and filters, if necessary, then click Run.

This report will pull each email on its own row with the email status, whether or not the email was opened, and how the email was sent.

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.