You must define a confirmation email template before you can send email appointment confirmations. The following guide explains how to set up an email template to confirm appointments one day before the appointment date.
Important: You must set up the Millennium.Mail Service before you can send email confirmations. Refer to the Millennium Services Setup Guide for instructions.
Select Marketing > Form Letters.
The Form Letters window displays.
Type "Appointment Confirmation" in the Form Letter Name field.
Select Show Business Name to add the name of your business at the start of the email.
Select Include Footer to add contact details for your business at the end of the email.
Select Exclude Missing Addresses to prevent Millennium from sending confirmations to clients who do not have an email address entered in their profile.
In the Email Format field, specify the format (HTML or RTF) to use for the emails.
Complete the following to define a client selection to use for the confirmation email:
Click New next to the Client Selection field.
The Client Selections window displays.
Select Use Relative Dates.
Type "Appointment Confirmation Email" in the Selection Name field.
Move to the Basic Info tab and select Contains Email.
Click the Appointments tab.
Select "Next Day" in the Appointment field.
Click Save and close the Client Selections window.
The Form Letters window displays.
Images = To add an image, open the image in a graphics editing program and press Ctrl+c. Move back to the Form Letters window, select the desired location for the image using the mouse, and press Ctrl+v.
Tags = Tags allow you to insert data, such as client names and appointment details, into the email to save you from having to create a unique email for each recipient. To insert a tag, click Insert Tag and select one of the options available on the menu that displays. Once you insert a tag, the tag displays in carats (e.g. <<TODAY’S DATE>>) in the Text Entry box.
Important: To insert appointment details into the email, you must select one of the tags located under Insert Tag > Appointment Info > Appointment Being Confirmed.
Text = Type text as desired.
Note: If you want a web site address to display in the email, type the address in carats as follows: <<www.harmssamplesalon.com>>.
Tip: To display a preview of the email, click the Print Preview button on the toolbar of the Form Letters window.
More Info: Click here for instructions on how to send email confirmations.
Defining Appointment Confirmation Preferences
Defining a Confirmation Text Message