Send a confirmation email/SMS when someone books an appointment with the "add to calendar" options like all other appointment booking software has.
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Adam Braithwaite
Is there a way to send a confirmation email when someone books an appointment with the "add to calendar" options you get with most calendar booking confirmation emails? I can see where we can tell them their appointment time and date, but most people want to click on a link and add it to their calendars. Would also want to be able to add that link via SMS as well. Also can we have the ability to add a cancel and reschedule link in the email. Maybe a merge tag so we could put them in texts as well.
HIGHLVL-I-67
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Canny AI
Merged in a post:
Default Booking Confirmation Enhancements
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G J
The default booking confirmation doesn't contain links to reschedule or cancel and also to add the event to google calendar/outlook.
Also can you add an option to choose between in-person or virtual meeting options on the calendars and if it's a virtual meeting only then include the head 'Meeting Link' in the confirmation - likewise, use Address if 'In-Person Meeting' is selected. As if you see in the example attached, it has Meeting Link for a physical location which doesn't make sense.
Can the confirmation template be updated to include all these?
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Dr. Dean Jones, DC
I cannot seem to find where to edit this template & I'm starting to think it's not even an option. Anyone else figure it out yet?
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Thomas Kort
Dr. Dean Jones, DC You can uncheck the checkbox in the calendar settings to turn of the default mail and create a custom automation/workflow instead. There is a "Recipe" called "Appointment Confirmation + Reminder" you can use and edit to your own liking.
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Martin Kosík
Can we customize this template?
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Derek De Giovanni
It looks like they do now? This is the default appointment confirmation email HL sends contacts who book.
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Shaun Clark
Adam I think this is done can you confirm?