How to manage appointment email templates

How to manage appointment email templates

Manage Appointment Email Templates

The Appointments Menu in Cadence provides a central location to customize all email communications related to your appointments. Through the Appointments Menu › Settings section, you can configure email templates for invitations, confirmations, reminders, and updates to ensure consistent communication with all participants throughout the appointment lifecycle.

When to use

  • When customizing appointment communication for your event
  • When setting up default email templates for all appointments
  • When ensuring consistent messaging across your organization
  • When modifying reminder timing for appointments
You must have System Administrator or Event Manager permissions to modify email templates. Required fields are marked with an asterisk (*).

How to do it

    Navigate to your event dashboard in Cadence.
    Click "Appointments" in the left sidebar menu.
    Select "Settings" from the dropdown menu.
    Scroll down to the "Email Templates" section.
    Review the list of available email templates organized by category.
Templates are grouped by purpose: Invitations, Confirmations, Reminders, and Updates.
    Click on any template name to open the editor.
    Modify the subject line to match your event branding and tone.
    Edit the email body content using the rich text editor.
Dynamic placeholders like [AppointmentTitle] or [OrganizerName] will automatically populate with actual appointment details when emails are sent.
    Preview your changes using the "Preview" button to see how the email will appear to recipients.
    Select the appropriate reminder timing if editing reminder templates.
The 48-hour reminder email for tentative attendees cannot be disabled, but its content can be customized.
    Click "Save" to apply your changes.
    Verify that the button briefly changes to "Saved" to confirm your changes were applied.

Troubleshooting

If your email templates display inconsistent formatting:
  • Try clicking the "Clean up" hyperlink in the editor to remove any problematic formatting
  • Save the template, refresh the page, and check if the formatting issues persist
  • For persistent issues, contact support at  support@eventcadence.com