Send a Different Email Notification Based on the Service Name

As a premium Wolbix user, you are able to send your client a confirmation email for their scheduled appointment and include different text and/or instructions based on the service/event name.

This is a valuable option if you require your clients to receive different information based on the type of service they schedule with you or event they registered to.

You can add the necessary code within the email template for when an appointment is accepted or when registering to an event. The applicable templates are named as follows:

For Appointments:

  • Scheduled - Auto-Accepted

  • Scheduled - Staff Accepted

  • Scheduled - By Staff 
     

For Group Events:

  • Group Event Group Event Registration Notification
     

Please remember to use the exact service or event name you have on your service menu when you edit the email code. The service name is case sensitive.
 

For Appointments:

Add the code below right before the {% endintro %} attribute.
 

{% if appointment.service_name == 'Intro phone call' %}
We are looking forward to talking with you. Please make sure you have all the questions prepared in advance.
{% elsif appointment.service_name == 'Appointment at my office' %}
We are looking forward to seeing you. Please remember to bring your ID.
{% else %}
We look forward to talking with you. Please <A href="LINK TO YOUR WEBSITE">click here</a> to visit our website
{%endif %}

 

 For Group Events:
 

{% if event.title == 'Financial Planning' %}
We are looking forward to talking with you. Please make sure you have all the questions prepared in advance.
{% elsif event.title == 'Financial Planning Advanced' %}
We are looking forward to seeing you. Please remember to bring your ID.
{% else %}
We look forward to talking with you. Please <A href="LINK TO YOUR WEBSITE">click here</a> to visit our website
{%endif %}

 

Related links:
 

  • Email Template Editing

  • Email Template Attributes & Placeholders

  • Create Your Service Menu

Have more questions? Contact Us.