Setting up notifications are a vital part of scheduling, because they ensure that your customers are kept informed of the status of your meeting, and reminded of upcoming meetings. You can customize when they are sent out and how they are delivered to your customers in the Customer notifications section.
Customer notifications
You can access settings for customer notifications by clicking the tap at the top of the booking calendar builder. (Figure 1)
Figure 1: The customer notifications tab
Here, you can customize customer notification templates, or use the default: system template. The default customer notification template will apply to all new booking calendars. The format of this workflow is displayed below the options for which workflow you'd like to use.
You can customize when and why customers receive notifications on this page. There are three main meeting points:
- Meeting is booked
- Meeting rescheduled
- Meeting canceled
You can select whether you'd like your customers to be reminded via their provided email address, or - if they have provided their cellphone number - by SMS.
Create a custom template
You can apply existing templates to any booking calendar.
To create a custom workflow, follow these steps:
- Click the link to visit the customer notifications page at the top of the customer notifications page.
- Click + New notification workflow,
- Name and begin configuring this workflow to your preferences.
- When you are finished configuring your workflow, remember to click the Save button to confirm the new settings.
NoteAlternately, you can select the three dots next to the title of any existing workflow, which will allow you to duplicate the existing workflow. You can then edit the settings of the duplicated workflow.
User notifications
OnceHub users can receive notifications when meetings are scheduled, updated, or canceled by customers. They help you keep track of the status of your meetings and ensure you're reminded of upcoming meetings.
The user notifications menu is found in your profile settings.
Here you can select which notifications you would like to receive, and whether you'd like to receive them over email or via SMS. You can choose to receive notifications when a customer confirms, reschedules, or cancels a meeting.
To access this menu, follow the steps below:
- Click on the profile picture or initials at the top right of the OnceHub dashboard.
- Select Profile settings.
- On the left-hand menu on the account settings Overview page, you will find User notifications. (Figure 2)
Figure 2: User notifications
When you are finished configuring your notifications, remember to click the Save button to confirm the new settings.