Send e-mail before the appointment (in addition to the appointment reminder)

TABLE OF CONTENTS

• Step 1: Activate Smart Action
• Step 2: Set lead time
• Step 3: Adjust the e-mail text
  • Dynamic fields
  • Multilingualism

With this Smart Action, you can send more information to your customers before an appointment. You determine when this message is sent before an appointment and which message is included. Of course, this message is multilingual.

Note: If you only want to change the text of the reminder, edit the text in the templates.

Step 1: Activate Smart Action

Go to "More" > "Smart Actions" in your settings.

Here you can now see all Smart Actions at a glance. Find the Smart Action "Email to customer before appointment" and click on the "Activate" slider so that it turns green. Then click on "Configure".

You can make settings for the lead time and e-mail. Click on the gear symbol in the red circle to set this field individually.

Step 2: Set lead time

Click on the gear symbol in the red circle during the lead time. Now you can enter a number when the message should be sent before a deadline. The lead time is given in minutes. Example: "60" = 1h before the deadline.

Then click on "Save".

Step 3: Adjust the e-mail text

Click on the gear symbol in the red circle at "E-Mail". By default, a text is entered by Calenso. Now you can give the e-mail a subject (template subject) and change the contents of the e-mail (template content).

Dynamic fields

If you want to use dynamic fields which are specifically adapted to the customer appointment, then click on "{...}". The following list will open:

Select a suitable field or search for one using the search field. If you want to close the list again without making a selection, then click on the {...} again.

Multilingualism

Don't forget to translate your adapted mail into the other languages. Just click on another language to adapt the text.

After editing, click on "Save". Your Smart Action is now completely recorded and will be sent according to your settings.