Client notification types

This article describes all the different types of client notifications available in the system. Each notification uses a customizable template.

In this article:

Registration

Notification typeDescription
WelcomeSent when a client first creates an account. This email welcomes the client and engages them - potentially informing them of the services offered by the business or offering them special introductory offers.
Notification Opt-InSent when a client is added as a lead manually or through the Lead Capture Widget or a lead capture campaign. This notification requests that the client opt-in to receive notifications. If the client accepts the request, the Subscribe to news and updates of “[Business name]” communication setting is automatically enabled in the client’s profile. For more information about client notification settings, see Changing a client’s notification settings.

Appointments

Notification typeDescription
Appointment Request ApprovedSent to inform the client when their Appointment is approved by the staff member.
Appointment Cancelled by Client - EarlySent to confirm the client has canceled their Appointment within the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Appointment Cancelled by Client - LateSent to inform the client that they have canceled their Appointment outside of the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Appointment Cancelled By StaffSent to inform the client that their Appointment has been canceled by a member of staff.
Appointment Change General Information (Client Notification)Sent to inform the client that a change has been made to their Appointment.
Appointment Change (User Notification)Sent to inform the client that a change has been made to their Appointment by a staff member.
Appointment ConfirmationSent to inform the client that they have successfully booked an Appointment.
Recurrent Appointment Cancelled By StaffSent to inform the client that a recurring Appointment has been cancelled by a staff member.
Appointment Request Has Been DeniedSent to inform the client that a request they had made for an Appointment was denied.
Appointment RequestSent to inform the client that their request for an Appointment was successfully placed.
Appointment Reminder (Client)Sent to remind the client that they have an upcoming Appointment. By default, this email is sent one hour before the Appointment is scheduled.
Client No-show (Appointment)Sent to inform the client that they had not shown up to a scheduled Appointment.

Billing

Notification typeDescription
Credit Card Update Required - One MonthSent when the client's credit cards is expiring in one month to inform the client that their credit card is expiring soon and updated information must be entered.
InvoiceAn invoice/receipt is sent to the client when they make a purchase.
Membership Payment - Billed to AccountSent to inform the client that a membership has been paid for using the client’s account balance.
Automatic Payment FailedSent to inform the client that something has gone wrong with their payment for automatically renewing services.
Membership Payment ConfirmationSent to inform the client that their payment for automatically renewing services has gone through.
Membership RenewalSent to inform the client that their membership for services has been renewed successfully.
Purchase RefundedSent to inform the client that a refund has been processed. Includes transaction information.

Purchases

Notification typeDescription
Gift cardSent to inform the client that they have received a gift card. You must include the email variable [CardNo] in the notification template to show the gift card redemption number.
Automatic Payment SuccessSent to the client when an automatic renewal or scheduled payment of a pass or membership has been successfully charged.
Purchase ReceiptSent when a client makes a purchase for him or herself from the online store. This email includes a copy of the receipt.
Receipt - Billed to AccountSent when an item is purchased and paid for using the client’s account. This email includes a copy of the receipt.
Sales ReceiptSent when a staff member sells an item to the client from the store. This email includes a copy of the receipt.
Thanks for purchasing an introductory offerSent when client purchases an introductory offer.

Classes

Notification typeDescription
Class Booking ConfirmationSent to inform the client that their booking of a cCass was successful, and to serve as a reminder.
Class Booking (Reservation) Cancelled by StaffSent to inform the client that their Class booking has been canceled by a staff member.
Class Cancelled by Client - EarlySent to confirm with the client that they have canceled their Class booking within the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Class Cancelled By Client - LateSent to inform the client that they have canceled their Class booking outside of the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Class Wait List Promotion (Client Confirmation Required) Sent to request confirmation from a client who has been promoted from a wait list. If they confirm, they will be booked and expected to attend the Class session.
Class Wait List Promotion (Confirmation not Required) Sent to inform a client who has been promoted from wait list that they have been booked and are expected to attend the Class session.
Class ReminderSent to remind a client that they have an upcoming Class.
Recurrent Class BookingSent to inform client that a recurring Class session has been successfully booked.
Recurrent Class CancelledSent to inform client that a recurring Class session has been successfully cancelled.
Class Reservation Wait ListSent to inform the client that the Class session is full, but that they are on the wait list to potentially attend if there are people who drop out.
Class Type Has ChangedSent when the client's booked Class has a change to its title or category. This notification informs the client of the potential that the Class will be different from the one they originally signed up for.
Class CancelledSent to inform clients that a Class session they had been booked to attend was canceled.
Class Schedule Details Have ChangedSent to inform clients of the changes to the Class schedule of a Class they have already booked.
Client No-show (Class)Sent to inform the client that they had not shown up to a booked Class.

Customer review notifications

Notification typeDescription
Review RequestSent after a client attends a new Class, Event, or Appointment to request a review of the service provided.
Business Replied to ReviewSent to inform the client that the business has replied to their review.

Events

Notification typeCondition triggersDescription
Event Booking Cancelled by StaffClient's booking is canceled by a member of staff.Sent to inform the client that their Event booking has been canceled by a staff member.
Event Cancelled by Client - EarlyClient cancels an event booking within the accepted time frame.Sent to confirm with the client that they have canceled their Event booking within the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Event Cancelled By Client - LateClient cancels an event booking outside of the accepted time frame.Sent to inform the client that they have canceled their Event booking outside of the accepted time frame.
This time frame is set within the Booking Policy section of the Business Policies.
Event Booking ConfirmationClient books an event.Sent to inform the client that their booking of an Event was successful, and to serve as a reminder.
Event Wait List Promotion (Client Confirmation Required)A client on wait list that requires confirmation has been promoted.Sent to request confirmation from a client who has been promoted from wait list. If they confirm they will be booked and expected to attend the Event.
Event Wait List Promotion (Confirmation not Required)A client on wait list has been promoted, and is now booked for an event.Sent to inform from a client who has been promoted from wait list that they have been booked and are expected to attend the Event.
Event ReminderClient has an upcoming event.Sent to remind a client that they have an upcoming Event.
Event Reservation Wait ListClient attempts to book an event that is full.Sent when a client attempts to book a full Event to inform the client that the Event is full, but that they are on the wait list to potentially attend if there are people who drop out.
Event Type Has ChangedClient has booked an event whose title or category have been changed.Sent when the client's booked Event has a change to its title or category. This notification informs the client of the potential that the Eventwill be different from the one they originally signed up for.
Event CancelledStaff cancels an event that clients have booked.Sent to inform clients that an Event they had been booked to attend was canceled.
Event Schedule Details Have ChangedStaff modifies an event schedule for an event already booked by clients.Sent to inform clients of the changes to the Event schedule of an event they have already booked.
Client No-show (Event)Client does not show up for a booked event.Sent to inform the client that they had not shown up to a booked Event.

Profile notifications

Notification typeDescription
Thank You for Your First Online Booking Sent to thank a client for their patronage after they book their first service.
AnniversarySent every year on the date that the client became a member of the business.
Client BirthdaySent on the client’s birthday each year to offer congratulations.
Email is ChangedSent when a client changes their email address to confirm that the changed email is correct.
Password is ChangedSent when a client changes their password to confirm that the client has changed their password.

Rewards points

Notification typeDescription
Prize RedemptionSent after client redeems a prize using reward points. See Rewards Program for more information.
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