Appointments - Email Overview
Overview of Emails Generated for Appointments and Send Times
Status Change Recap
Appointment Status Changes
Organizer
Once Daily AM (Event Timezone), when response status changes occur
Your Upcoming Appointments Reminder
Upcoming Appointments - Internal
Internal Attendees + Assistant
Daily AM (Event Timezone), on days appointments are occurring
Customer Appointment Reminder
Upcoming Appointments
- External
Confirmed Customers + Assistant
24 hours before the appointment time
Daily Recap of your appointments
Occurred Appointments Recap
Organizers and any 'Checked-in' internal attendees
Daily PM (Event Timezone)
Ask Customer Invitation
Ask Customer Invite Sent
Customers + Assistant
Immediately
Appointment Invitation Request
Appointment Invite Requested
Organizer + Scheduler
Immediately upon Request
New Appointments Created
New Appointments Created
Organizer
Once Daily PM (Event Timezone) for days when new Appointments were created
Email
Action
Recipient
Time Sent
Ability to Disable
Appointment Cancellation
Appointment Cancelled
All Confirmed Attendees
Immediately upon cancellation
Appointment Response Confirmation
Regular Invite - Response
Scheduler
Immediately upon any response (accept, tentative, decline)
Invitation Follow-up
Invite - Pending
Pending Customers + Assistant, and Attendees
48 hours after initial invite (that have not responded)
Customer Acceptance Confirmation Email with Calendar ICS
Customer Accepts Email
Customer
Immediately after Acceptance
Invitation to Internal Attendees
Ask Customer Invite - Confirmed
Internal Attendees + Assistant
Immediately Upon Customer Acceptance
Regular Appointment Invite
Invite Sent
Customers + Assistant, Internal Attendees + Assistant
Immediately
Appointment Change Notice
Date/Time/Location Change
Confirmed Attendees + Assistants, Organizer
Immediately upon change
Ask Customer Response Email
Ask Customer Invite - Confirmed
Scheduler
Immediately Upon Customer Acceptance or Decline