Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications

With customizable calendar notifications, you can send In-App and tailored emails, SMS and WhatsApp messages when appointments are booked, canceled, rescheduled, or need reminders or follow-ups. Notifications can be configured for Contacts, Guests, Users, and any additional email addresses/phone numbers you specify. This feature allows you to streamline notifications to suit your business needs, ensuring effective communication with your customers

What are Customizable Calendar Notifications?

With customizable calendar notifications, you can send In-App and tailored emails, SMS and WhatsApp messages when appointments are booked, canceled, rescheduled, or need reminders or follow-ups. Notifications can be configured for Contacts, Guests, Users, and any additional email addresses/phone numbers you specify. This feature allows you to streamline notifications to suit your business needs, ensuring effective communication with your

Available Notification Options

You now have the option to set up six different types of appointment notifications. These notifications can be either email notifications and/or in-app notifications.

1. 1Sent immediately when an appointment is booked with the unconfirmed status.
2. 2Sent immediately when an appointment is booked with the confirmed status confirmed or when an appointment's status is updated to confirmed.
3. 3Sent when an appointment is canceled, marked as no-show, or deemed invalid.
4. 4Sent when the appointment date or time is changed.
5. 5Sent before the appointment based on the timing you configure.
6. 6Sent after the appointment based on the timing you configure.

How to Set Up Appointment Notifications

You can manage email notifications at the individual calendar level. Follow these steps to configure your settings.

Step 1: Navigate to the Notifications Tab

1. 1Go to
2. 2Select the calendar you wish to configure.
3. 3Click on the tab.

Step 2: Customize Your Notifications

You have several options to customize each notification type to give you, your team, and your customers the best experience possible!

• for each receiver type: Contact, Guest, User, or Additional Emails/Phone Numbers.
• for certain receiver types if you do not want them to receive a specific notification
• You will see a list of all notification types. Click on the one you'd like to configure, then go to the tab. Ensure the toggle is turned on.
• Choose an existing email template or directly customize the subject line and email body. To remove the selected template, click on the first option ( ) in the email dropdown list.
• Optionally, send a test email to see how the notification looks.
• For and, configure when the email should be triggered:
• once you’ve configured the email notifications for each type and receiver.

Using Custom Values in Notifications

You can use Custom Values to personalize your email, SMS, and WhatsApp notifications.

When editing a message, click the **{ } merge field icon** and select from the **Custom Values** section in the dropdown.

This allows you to insert your own data into notifications, such as custom links, internal notes, or personalized details, without manual edits.

• From the list of notification types, Go to the tab.
• From the list of notification types, Go to the tab.
• Choose recipients: Contact, Assigned User, or Additional Phone Numbers.
• Choose an existing SMS template, edit the SMS template if needed or create a new one.
• Optionally, send a test SMS to see how the notification looks.
• For and, configure when the SMS should be triggered:
• once you’ve configured the SMS notifications for each type and receiver.
• Select a notification type and go to the WhatsApp tab. Turn the toggle on to enable it.
• Choose recipients: Contact, Assigned User, or Additional Numbers.
• Choose or create an approved template for the desired notification type.
• Use Send Test WhatsApp Notification to preview how the message will appear.
• Click Save to activate WhatsApp notifications.

1. 1The in-app notification configuration is customisable - for example, you can turn on the confirmation notification for the calendar but keep all other types turned off.
2. 2For, the default setting is that account admins will receive the notifications.
3. 3For other calendar types, the will be selected by default to receive notifications.
4. 4refers to any extra recipients you want to notify. Simply add their email addresses, and they’ll receive the notifications as well.
5. 5You can create your email templates through the in
6. 6Ensure you have added a for successful delivery.
7. 7If you have enabled the function and have included a custom form, you can send that custom form to the guest as well. Enabling this option will send a system-generated email to guests with a link to the custom form once their appointment is confirmed. To prevent duplicate emails, ensure a separate confirmation email is not already set up for guests (verify this in the Notifications tab under ).
8. 8refers to any extra recipients you want to notify. Simply add their phone number(s), and they’ll receive the notifications as well.
9. 9Phone numbers must include country codes for successful delivery.
10. 10Ensure your WhatsApp Business Account is connected and verified.
11. 11Only approved WhatsApp templates can be used.
12. 12Use Fetch New Templates to refresh available templates.
13. 13Always test templates for formatting and content before enabling.

Frequently Asked Questions

Q: Can I personalize SMS with appointment details?

Yes. You can use merge fields, including Custom Values, by clicking the { } icon in the message editor.

Q: Does SMS support all appointment events? Yes, Unconfirmed, Confirmed, Cancellation, Reschedule, Reminder, and Follow-Up.

Q: How do I test without notifying the client? Use Send Test SMS with a personal or team test number.