Appointment Notifications and Settings

Appointment notifications that can be configured are listed in the table below. Admins may enable, disable, and edit the language of each notification from the Notifications tab of the Appointments site setting page. 

The “Appointment Reminder” and “Appointment Follow-up” notifications require an additional setting to be configured.

Sections:

  1. Notifications and Recipients
  2. Configuring Notifications
  3. Changing Follow-Up and Reminder Notification Timing
  4. Frequently Asked Questions

 

Notifications and Recipients

Notification Recipient Type Description
Appointment Cancelled Career Advisor Sent when a Student/Alumni cancels a booked Appointment
Appointment Scheduled Career Advisor Sent when a Student/Alumni scheduled an Appointment
Student Check-In Career Advisor Sent when a Student/Alumni is checked-in for an Appointment
Appointment Cancelled Student Sent when a Student/Alumni cancels a booked Appointment
Appointment Follow-Up* Student Sent after an Appointment. Controlled by "Hours after the end of an Appointment when an email should be sent."
Appointment Reminder* Student Sent prior to an Appointment. Controlled by "Hours prior to an Appointment when a reminder email should be sent."
Appointment Scheduled Student Sent when a Student/Alumni books an Appointment.

 

Configuring Notifications

Notifications for Appointment can be configured via:

  1. Site Management

  2. Site Settings

  3. "Appointments" in the "Career Services Management" section

  4. Selecting "Notifications" at the top of the page
    Appointment_Notification_Settings.png

  5. Click on the Notification you would like to edit

  6. Select the three-dot action button and choose Edit
    Appointment_Notification_Edit.png

  7. Make necessary changes and select Save

 

Changing Follow-Up and Reminder Notification Timing

The Appointment Follow-Up and Appointment Reminder Notifications will be sent to the Student/Alumni based on the amount of time before or after an Appointment. The value selected will determine when each notification will be delivered.

Removing the value for either option will prevent the notification from sending. You can also disable the Notification by editing the Notification and disabling the email by following the instructions from the section above.

Notifications timing for the Follow-Up and Reminder Notifications can be configured via:

  1. Site Management

  2. Site Settings

  3. "Appointments" in the "Career Services Management" section

  4. Selecting "Notifications" at the top of the page

  5. Select a number of hours for each Notification
    Appointment_Notification_Settings_-_Follow_Up_and_Reminder.png

  6. Save Changes to apply settings.

 

Frequently Asked Questions

Will editing past appointments (time, attribute selections, attendance, etc) send notifications to Students or Alumni?
No, editing a past Appointment will not generate a notification.

Why are Students/Alumni not receiving the Follow-up and/or Reminder email even though I configured a number of hours?
The notification is probably disabled. Please edit the notification and ensure it is enabled. Follow the instructions for "Configuring Notifications."

Can Appointment Notifications be configured so a certain Appointment Type triggers a Notification with a different message than the default?
Yes! Email Variants allow you to configure/edit a Notification's message/body based on the Appointment Type selected. Please review the "Email Notification Variants" resource to learn how to configure this feature.

When a student responds to a system-generated appointment notification email (i.e. "Appointment Scheduled", where is the response sent?

When a student responds to a system-generated appointment notification email, the response is sent to the General Career Services email as indicated under General Site Settings. To set this up, please navigate to Site Management > Site Settings > General > Contact Information > Edit.

 
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