How to set up appointment email notifications

How to set up appointment email notifications

How to set up appointment email notifications

The Appointments Email settings in Cadence allow you to customize the automated messages sent to attendees throughout the appointment lifecycle. From this central location, you can configure email templates for appointment invitations, confirmations, reminders, and updates to ensure consistent communication with all participants.

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

Before you start

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 "Emails" from the dropdown menu.
    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 emails are not being delivered:
  • Verify that "Send Invites" is enabled when creating appointments
  • Check that email addresses are correctly entered and valid
  • Ensure appointment dates are in the future, as past appointments cannot send emails
  • For single email invite configuration issues, check your Account Management settings

Related links

  • How to send appointment invitations
  • How to customize the 48-hour reminder email
  • How to set up appointment confirmation emails