Send appointment confirmation emails based on ticket status
Make it possible to send out separate confirmation emails for appointments based on a ticket status.
At the moment the same appointment confirmation email goes out to customers regardless of whether we are visiting them at their premises, they are coming to see a specialist in-store or we are performing a remote session. This causes confusion as the customer is informed of the address we are visiting even if we are not visiting them!
If would be good if we could automatically mail out confirmation emails based on what kind of appointment has been made. Could this be done so that we can have statuses such as Onsite scheduled, Remote scheduled, In-store scheduled and a different email would be sent out to customers based on this status?
Regards
Russell
Russell
shared this idea
This has been completed, this is what the appointment types are for.
You can setup separate instructions to go out in the appointment email via the appointment type.
Look at Admin, Appointment Types – and the special instructions area – and then look at the appointment emails where you can include a tag to insert those special instructions.
This is how you can make those emails all very different from each other.