When you've set up email and/or SMS notifications, follow the intuitive interface to create and configure your personalized messages.
Enabling notification type
1. Go to the Email/SMS Notifications section.
2. Select the type of notification you’d like to activate and click Enable. You can also create a new one by clicking on the New notification button.
3. Click Edit to set up a template.
Name – enter notification title.
State – if you want to send the selected notification, choose Enabled. If you'd prefer to prevent the selected notification from being sent out, choose Disabled.
Type – a type of event at which the notification is sent. You can choose from Instant notifications and Scheduled notifications (require cron setup).
Services – select specific service(s) you'd like this notification to connect.
Tick the box(es) to define recipients: client, staff, administrators, or enter multiple custom email addresses.
Email/SMS information configuration
Enter the subject of the email/text message or write completely new text in each field.
For the body of the email, use the personalization codes to include the client's name, appointment details, or all kinds of other info in the text. Start typing "{" to see available codes.
You can use the if block for conditional cases. If it is included in your template, Bookly will check the condition and generate the content accordingly. If the condition is met, a particular text will be inserted and displayed in the email notification.
Example (Notification to staff member about approved appointment):
You have a new booking.
Service: {service_name}
Date: {appointment_date}
Time: {appointment_time}
Client name: {client_name}
Client phone: {client_phone}
Client email: {client_email}
{#if client_address} Client address: {client_address}{/if}
Combined notifications
If you use add-ons that allow your clients to book multiple appointments in one session, you can set up a New booking combined notification template to send a single Email/SMS Notification for all bookings made in one session, rather than a separate notification for every appointment booked.
To display separate information for each item in your email body, you can iterate over those appointments by using the each block:
{#each appointments as appointment}
YOUR CONTENT
{/each}
YOUR CONTENT may include any text and codes and will be repeated for each appointment in the list. Within the each block, there are special codes for displaying information about the current appointment. These codes start with 'appointment.', e.g. {appointment.service_name} or {appointment.date}.
This example demonstrates how multiple bookings details can be listed in order in your email template:
Dear {client_name}.
This is a confirmation that you have booked the following items:
{#each appointments as appointment}
{appointment.service_name} by {appointment.staff_name} at {appointment.appointment_time} on {appointment.appointment_date}
{/each}
Thank you for choosing our company.
ICS attachment
An ICS file is a calendar file that includes appointment details. To enable ICS attachments in Bookly, select Attach ICS file when you edit the email notification template.
To customize the description of the ICS file, go to Settings > Appointments > ICS description for customers/ICS description for staff.
Test email notifications
Test all emails that you’ve enabled by clicking on the Test email notifications button at the bottom of the page.
To send scheduled notifications, enable Bookly Cloud Cron solution or execute the following command hourly with your cron:
wget -q -O – http://[your-domain]/wp-cron.php
Please contact your hosting provider for assistance with setting up this scheduled script execution. We recommend that you set the time to 8:00 PM for a reminder to customers and for around the end of working day for your staff.
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RELATED
Overview of Notifications – see how you can schedule emails and what you can set as triggers for automated and personalized emails.
Personalization Codes – messages can include real appointment data among other types of personalized info.
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