After setting up Email and/or SMS notifications, use the intuitive interface to create and configure your personalized messages.
Enable a Notification
1. Go to Email/SMS Notifications.
2. Select the notification you want to activate and click Enable.
Alternatively, click New notification to create one.
3. Click Edit to configure the template.
Notification Settings
- Name: Enter a descriptive title for the notification.
-
State:
- Enabled – to send the notification
- Disabled – to keep it inactive
-
Type: Select when the notification should be sent:
- Instant – sent immediately after the event
- Scheduled – requires cron setup
| Trigger | Description |
|---|---|
| New Booking Confirmation | Automatically notify clients when their appointment is successfully booked. |
| Appointment Reminder | Send reminders before the appointment. You can define the timing (e.g., 1 hour or 1 day in advance). |
| Cancellation Confirmation (Status Change Alert) | Notify clients when an appointment is canceled or its status changes. |
| Follow-up / Thank You Message | Send a message after the appointment to thank the client or request feedback. |
| Staff Agenda | Provide staff members with a summary of their upcoming schedule (e.g., next day agenda). |
| WordPress Login Details (Staff or Customer) | Send login credentials when a WordPress account is created for a new staff member or client. |
| Verification Code Notification | Send a verification code to the customer if the "Verify customer's contact information at Details step" option is enabled in Settings > Customers. |
| Customer Birthday Greeting | Send a personalized message to the client on their birthday. |
- Appointment status: Define the appointment status required to trigger the notification.
- Services: Select the service(s) this notification applies to.
-
Recipients: Choose who will receive the notification:
- Clients
- Staff
- Administrators
- Or add custom email addresses
Customize Message Content
Subject
Enter the subject line for the email or SMS message.
Body
Compose your message and use personalization codes to insert dynamic data such as client details or appointment information. Start typing { to see available codes.
Conditional Content
Use conditional logic to display content only when certain data exists.
Example:
{#if client_address}Client address: {client_address}{/if}
If the client address exists, it will be included in the message.
Combined Notifications for Multiple Appointments
If clients can book multiple appointments in one session (via add-ons), you can send a single combined notification instead of separate messages.
Use the {cart_info} code to display all appointments in a table.
Loop Through Appointments
To display details for each booking, use the each block:
{#each appointments as appointment}
YOUR CONTENT
{/each}
Inside the block, you can use special codes such as:
{appointment.service_name}
{appointment.staff_name}
{appointment.appointment_date}
{appointment.appointment_time}
Example:
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.
Add ICS Attachment
An ICS file allows customers or staff to add the appointment to their calendar.
To include it:
- Edit the email notification template
- Enable Attach ICS file
You can customize the description in Settings > Appointments > ICS description (for customers calendar/staff).
Test Email Notifications
Click Test email notifications at the bottom of the page to send test messages for all enabled notifications.
Set Up Scheduled Notifications (Cron)
To send scheduled notifications, you need to configure cron:
- Use Bookly Cloud Cron, or
- Run the following command hourly:
wget -q -O – http://[your-domain]/wp-cron.phpIf needed, contact your hosting provider for assistance.
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 – learn about triggers and scheduling options.
Personalization Codes – insert dynamic booking data into messages.
GOOD TO KNOW
How to configure cron for Bookly reminders?