How to link a Custom Email Notification to a Custom Appointment Status
PRICING TIER: All
APPOINTMENT VERSION: Single & Multiple
To send out a custom e-mail notification based on a custom appointment status, you will need to do two steps:
Create Custom Appointment Status
Setup a User-Defined E-mail Notification
Create a Custom Appointment Status
Click Lists Tab
Click Appointment Status Types
Click Add New Appointment Status Type
Enter the Description and choose a color
Click Save
Setup a User-Defined E-mail Notification
Now that you have created a new appointment status, you can send a customized e-mail notification based on your new appointment status.
NOTE: There are 10 user-defined email options available in the Notifications section.
Click Settings
Click Notifications
Locate a current inactive User-Defined E-mail (Check out our article on
When editing the email, set Send when appointment status is changed to: to the newly created status
Write your email
Set the status of this email Active
Click Update
Changing an Appointment to your new Status
Select the Appointment on the calendar
Set New Status
Remember, changing the status will automatically trigger the user-defined email you attached to your new status to send to your customers.
You will now be able to see the color change of the Appointment on your calendar.
