This article is updated to our latest release, which is being rolled out to all Users gradually.
If you see a Schedule button in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see this in the near future. Please contact us with any questions.
When a Customer makes a booking, both the Customer and User receive notifications relevant to that booking. The Notification templates editor allows you to edit notifications so that Customers and Users receive fully customized email notifications and SMS notifications.
The Notification templates editor is an advanced WYSIWYG (What You See Is What You Get) editor that allows you to:
- Review the structure of default templates (when no customization is required).
- Edit the content and look and feel of notifications.
- Create new Custom templates.
- Add a logo to your notifications.
- Translate a Custom template to another language as part of localization.
When your templates are ready, you can use them for Customer and User communications. The templates can be used for:
- Customer notifications
- User notifications
- Email inquires from the Website widget
- Sending invitations to new Users
Selecting a notification scenario
When you open the Notification templates editor, you'll be asked to select a notification scenario. Notification scenarios are events that take place during a booking lifecycle which trigger emails and SMS to be sent.
You can also use the Notification scenario dropdown menu (Figure 1) to select the notification scenario you want to edit.
There are different scenarios for Users and Customers, each with their own templates. ScheduleOnce provides out-of-the-box templates for more than 30 different notification scenarios.
Creating or editing a notification template
All OnceHub Administrators can access the Notification templates editor. On the Setup -> ScheduleOnce setup page, open the left sidebar in the Tools section, select Notification templates editor.
You can edit default notifications templates (Figure 1), create a new Custom notification template, or copy and edit an existing notification template. When you create a Custom notification template, you can edit, add, and remove the content in the middle editing pane.
NoteDefault templates cannot be edited, but they can be copied.
Email and SMS tabs
Under most scenarios there is an email tab and SMS tab. You can use these to choose which notification type you wish to work on.
- If you see a blue icon with a D, it means you are viewing the default template.
- If you see a red icon with C, it means you are viewing a Custom template.
The default template cannot be edited; the Custom templates can be.
Dynamic fields pane
This is where you can find the Dynamic fields to add variable content to your template. Dynamic fields are used in emails and SMS to personalize the message for the User or Customer and to give booking-specific information.
Dynamic fields will be automatically populated with the data generated throughout the booking process and from your booking settings. For example, if you want to include the name of your Customer in the greeting of your Customer emails, insert the Dynamic field “Customer name” and the greeting field will always start with “Dear <Customer name>”, inserting your Customer’s actual name.