Personnel Standard eMail Notifications

What are the different Booxi standard email notifications sent to personnel?

Table of Content

What are Booxi standard eMails? 

Can standard eMails be customized?

Personnel eMail Notifications

Confirmation 

Request

Modification

Cancelation

Others

Additional information

ICS File Support

What are Booxi standard eMails?

Booxi standard emails are transactional emails sent out to clients and staff when a booking is created, modified or canceled. Booxi standard emails are easily deployed and do not require any configuration or setup from the merchant.

It is possible to deactivate all or some Booxi standard emails to send customized emails from a connector or any email marketing platform. Consult our Connectors section and our Event API webhook article for more information. 

Can standard eMails be customized?

Booxi’s default templates are minimalistic and straight, keeping the focus on important information and CTAs. All templates have a desktop/laptop and mobile views. 

The following elements can be customized : profile picture, business name (as configured in the Back-Office), store location information (location, phone number), service information (duration, price, etc.), staff name (choice to display it or not).

Standard emails are available in all languages currently supported by Booxi
template-staff-appointment-confirmation

Profile picture as per a merchant’s account.

Store address can be displayed or not.

Answer from client survey if any.

CTA to view the appointment in the Back Office. 

Booxi logo can be displayed or not.

Legal terms as defined in a merchant’s settings.

Sender information 

The sender email is no-reply@booxi.com and cannot be customized while the sender name is the business name of the Booxi merchant. 

Personnel eMail Notifications

This section lists all supported notifications sent out to personnel for appointment type bookings along with a corresponding email sample. For a personnel to receive email notifications, an email address must be configured on the profile and the communication preferences must be set to “Alerts and Emails”. 

For an overview of the Personnel SMS notifications sent by Booxi consult this article

Confirmation 

A staff is notified when a new appointment has been added in his calendar. 

Status & Description  Sample
Appointment Confirmation 
This notification is sent to the associated staff when a client or another staff books a new appointment.
staff-appointment-confirmation
Appointment Approved by Client
This notification is sent to the associated staff when an appointment, booked by another staff and requiring client confirmation, has been approved by the client. 
staff-appointment-confirmed-by-client

Request

Based on the booking rules, an appointment can be requested by a client.

Status & Description  Sample 
Appointment Requested by Client, awaiting Staff Confirmation
This notification is sent to the associated staff when a new appointment is booked but requires approval.
staff-appointment-request

Appointment Requested by Client, Awaiting Owner’s Confirmation 
This notification is sent to a merchant’s owner account when an appointment is requested by the client and requires confirmation and dispatch. 

Approval mode must be set to “manual” and the service must request client availability or display time slots without availability check. More information about the different time selection modes here

 

owner-appointment-request

Modification 

An appointment can be changed by a client if it is allowed in the booking rules or by another staff. 

Status & Description Sample 

Appointment Changed by Client
This notification is sent to the associated staff whenever the client has changed any element of an appointment without requiring a confirmation from either party. 

In the booking rules, a client must be allowed to modify an appointment. 

staff-appointment-changed-by-client

Appointment Changed by Client Requesting Staff Confirmation
This notification is sent to the associated staff when the client has made changes to an appointment with changes requiring confirmation from the staff.

In the booking rules, a client must be allowed to modify an appointment. 

staff-appointment-changed-by-client

Appointment Changed or Confirmed by Staff For Another Staff
This notification is sent to the associated staff when and only when another staff has changed some elements of an appointment.

staff-appointment-changed-by-other

Cancelation 

An appointment can be canceled by a client based on the booking rules but also by another staff (if calendars are shared among staff members).

Status & Description Sample 

Appointment Canceled by Client
This notification is sent to the associated staff when an existing appointment was canceled by the client.

In the booking rules, a client must be allowed to cancel an appointment. 

staff-appointment-canceled-by-client

Appointment Canceled By Another Staff

This notification is sent to the associated staff when another staff has canceled an existing appointment. The calendars among staff members must be shared. 

staff-appointment-canceled-by-another-staff

Others

Status & Description

Sample 

Daily Schedule Reminder
This notification contains a daily summary of all bookings associated with a staff.

More information about this feature here

 

staff-schedule

Staff Invitation
This notification is sent to a  staff as an invitation to join Booxi.

staff-invite

Password Reset
This notification is sent to a staff when a request to reset a password has been made from the login dialog.

password-reset

Additional information

Notifications are suspended between 22:00 and 06:00 (merchant local time). Notifications scheduled during that interval will be postponed and sent out from 06:00.


ICS File Support

Most appointment notifications include an ICS file that can be downloaded or added to a calendar. Booxi uses the standard ICS format.

Limitations

  • Email notifications including an ICS file may be filtered out as spam due to Google enhanced security. Once Booxi has been set as a trusted source, emails will no longer be filtered out.

For more information about the ICS format, please consult the following link