After setting up email and/or SMS notifications, use the intuitive interface to create and configure your personalized messages.
Enabling notification type
1. Go to the Email/SMS Notifications section.
2. Select the notification type you wish to activate and click Enable. Alternatively, create a new notification by clicking the New notification button.
3. Click Edit to set up a template.
Name: Enter the notification title.
State: Choose Enabled to send the notification or Disabled to prevent it from being sent.
Type: Specify the event type for the notification (Instant notifications or Scheduled notifications, which require cron setup).
Appointment status: Choose the status an appointment should have for the notification to be sent.
Services: Select the specific service(s) this notification should be associated with.
Recipients: Define recipients by ticking the box(es) for clients, staff, administrators, or enter multiple custom email addresses.
Message content customization
Subject
Enter the subject of the email/text message or compose entirely new text in each field.
Body
Use personalization codes to include client-specific information, appointment details, or other relevant information in the text. Start typing “{“ to view available codes.
Conditional statements
You can use the if block for conditional cases. If included in your template, Bookly will check the condition and generate content accordingly. If the condition is met, specific 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 for multiple appointments
If you have add-ons enabling clients to book multiple appointments in one session, you can configure a New booking combined notification template. This template allows you to send a single Email/SMS Notification summarizing all bookings made in one session, rather than separate notifications for each appointment.
Use the {cart_info} code to display all booked appointments in a table for a comprehensive overview.
To display distinct information for each item in your email body, use the each block:
{#each appointments as appointment}
YOUR CONTENT
{/each}
Within this block, "YOUR CONTENT" may include any text and codes and will be repeated for each appointment in the list. Special codes for displaying information about the current appointment start with 'appointment.', e.g., {appointment.service_name} or {appointment.appointment_date}.
This example illustrates how to list details for multiple bookings in an email template. Adjust the content within the each block as needed for your specific requirements.
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 containing appointment details. To include ICS attachments, select Attach ICS file when you edit the email notification template.
Customize the ICS file description in Settings > Appointments > ICS description for customers/ICS description for staff.
Test email notifications
To test all enabled emails, click on the Test email notifications button located at the bottom of the page.
For sending scheduled notifications, either 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 scheduling it for 8:00 PM for customer reminders and around the end of the working day for staff notifications.
DEMO VIDEO TUTORIALS MAIN BOOKLY SETTINGS FAQ ADD-ONS
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.
GOOD TO KNOW
How can I configure CRON to send the Bookly reminders?
Email notifications don’t work. How to fix this?
Why email notifications are not populated with the booking information?