List of all outgoing system generated emails

List of all outgoing system emails


 Sub-Account/ Location Level

  • New Appointment Request
    • How to disable "New Appointment Requests" for assigned users within Group Calendars
    • How to disable "New Appointment Requests" in Unassigned Calendar
  • Appointment Review Request Email & SMS - [Can be disabled]
  • Social Planner Reconnect expired token notification email - [Can be disabled]
  • New Review Email (Can be disabled)

 

Sub-Account/ Location Level

New Appointment Request

The "New Appointment Request" notifications are sent from the Unassigned Calendar and the Group Calendar.

 

 

Image not available
Image not available

 

 

How to disable "New Appointment Requests" for assigned users within Group Calendars


 Locations Settings > Calendar Settings > Open Calendar > Click on tab 3. Confirmation tab > Save

A screenshot of a computerDescription automatically generated



 

 

How to disable "New Appointment Requests" in Unassigned Calendar


 Locations Settings > Calendar Settings > Open Calendar > Click on tab 3. Confirmation tab > Remove email(s) > Save

A screenshot of a computerDescription automatically generated

Image not available


Please Note:

If the calendar settings for auto confirmation and send appointment alert emails is enabled, appointment owners will receive appointment request emails. The developers are working on deploying a fix schedule for the next calendar update.

 

 

 

Appointment Review Request Email & SMS - [Can be disabled]

 

A screenshot of a computerDescription automatically generated


 

Please Note:

When sending a review request, the person who is signed in will be the one listed as the sender of that message.

A screenshot of a computerDescription automatically generated

 

 

 

If you are looking to send a review request from the contacts assigned user, please use the Workflows action "Send Review Request" to send a request on behalf of the assigned user. 

A screenshot of a computerDescription automatically generated

 

 

 

 

Social Planner Reconnect expired token notification email - [Can be disabled]

 

A screenshot of a computerDescription automatically generated

A white box with red squareDescription automatically generated

A screenshot of a computerDescription automatically generated

 

Please Note:

When sending a email notification, the person who is signed in will be the one listed as the sender of that message.
 

 

 

 

New Review Email (Can be disabled)

 

A screenshot of a reviewDescription automatically generated



Invoice payment attempt failed for the end customer:

Image not available



Invoice payment successful by end customer:
 

Image not available



Error in auto payment of a recurring template:
 

Image not available



Skipping auto payment because the amount was manually updated for the invoice:
 

Image not available

 

 

End customer: 

Invoice is received:

A screenshot of a computerDescription automatically generated

 

Payment for an invoice is successful:

 

A screenshot of a paymentDescription automatically generated

 

 

Payment attempt for an invoice has failed:

Image not available

 

 

Upcoming auto payment information:
 

Image not available

 

Auto payment failed for a recurring template:

Image not available


Was this article helpful?