Notification Templates

Notification Templates

Notification Templates Overview

"Notification Templates" lets you configure notification templates. These templates will appear as drop-down options when adding an appointment in "Appoint Scheduler," and the selected template will be used to send automatic notification emails to the respective stakeholders.

This article includes information about:
  1. How to add, edit, and delete the notification templates.

1. Reaching "Notification Templates" 

  1. Step 1: Log into Control Center 
  2. Step 2: Choose Scheduler 
  3. Step 3: Choose Notification Templates
Figure 1.1 below will help you understand the navigation better. 

Figure 1.1

2. Understanding "Notification Templates" Layout 

  1. Please refer to Figure 2.1 and the description of the buttons and fields below to understand the layout of "Notification Templates." 

Figure 2.1
  1. Table and Column Titles: The table lists existing notification templates. Each column title indicates the type of information in the column.
  2. 1: Add New: This button lets you create a new notification template.
  3. 2.1: Edit: This button lets you edit the notification template.
  4. 2.2: Delete: This button lets you delete the notification template.

3. Adding a Notification Template

Please follow the steps below to add a new notification template: 
  1. Click the "Add New" button highlighted in Figure 2.1. 
  2. The Create Notification Template screen will appear, as Figure 3.1 shows. 

Figure 3.1
  1. Name: Enter the desired name for the template. 
  2. Available Tags: These tags are placeholders. When you use them, the system will fetch the actual value from the data. For example:
    1. If you write Dear {FirstName}, the system will fetch the users' first name(s) added to the appointment. The two users will receive an email with their individual names, i.e., Dear Mark and Dear Jason.  
    2. If you write The meeting will start at {StartTime}, the system will fetch the meeting's specified start time and show it in the email.  
  3. Content: Enter the message you want to send in the email. 
  1. Enter the appropriate information and save it using the "Save" or "Save & Close" button.  

4. Editing a Notification Template 

Please follow the steps below to edit a notification template. 
  1. Click the Edit icon highlighted in Figure 2.1.
  2. The Edit Notification screen will appear, as Figure 4.1 shows. 

Figure 4.1
  1. Make the required changes and click the "Save" or "Save & Close" button to save the changes.  

5. Deleting a Notification Template

Please follow the steps below to delete a notification template:
  1. Click the Delete icon shown in Figure 2.1. 
  2. A warning dialog with two related options will appear, as shown in Figure 5.1.

Figure 5.1
  1. Click “Yes, Delete” to continue deleting the notification template.
  2. Click “Cancel” to close the pop-up and skip the deletion process.