Forum Discussion
Scheduled appointment email notification
I have assigned one employee from my Staff for one service that we are offering, but when a customer makes an appointment, only customer recives a email notification, but i want employee to also get ...
I am having a slightly different issue. both the customer and I get an e-mail confirmation for the booking but there is no additional information. We have gone in and required four different additional pieces of information including a couple of custom pieces. I have gone in and tested and indeed I cannot complete the booking without all of the required information. However, when I get the booking, none of that information is there.
I get the person's name and a time... No e-mail address, No, callback number, none of the required additional information.
I've stared at the settings multiple times to figure out what I'm missing and there just aren't that many settings for this feature. I looked it up on the Microsoft support site and still nothing.
Not receiving that information creates a lot of extra work, meaning that I have to go and look everything up...
Phone
Reason for Request ( if possible or available )
Work Ticket Number if there is one associated with the booking
Any assistance that you can provide would be greatly appreciated.
I found a work around by creating Notification/reminders for the calls.
Under each Service, you can click edit then select Notifications (on my screen over to the left).
From there, I add a 3 day out reminder to the staff. A 1 day out reminder to the staff/client, and a 1 hour reminder to the staff. In my case, I also added a 15 minute reminder for the staff.
This way, no matter where in the timescale a customer has scheduled a call, there will be a series of notifications that come through to prevent a miss. 3 days seems sufficient to cover most days off, and the 1 hour and 15 minute reminders are great in case some distraction has come up.
Instead of doing this for each service, it saved me time to just update these notification on one service, then duplicate it and update any applicable info, this way the notifications were standard across all service types.
Hope this helps someone.
Unfortunately, this does not solve the problem of wanting the booking information available somewhere other than with the supplied customer, or staff member emails. I do like the reminder functionality quite a bit though.
