Appointment Completed
This email sends out to the client when their appointment is marked as completed which can be done: manually or automatically after a certain number of days (check your Messaging Settings)
- manually by going directly to the appointment in TimeTap and changed the status to Complete, once this is done you will then have the option to send an email to your client which can be modified before sending
- automatically after a certain number of day ( Messaging → Messaging Setting → Messaging Settings )
You can disable the ability to automatically send emails to clients once an appointment's status is set to complete in the Messaging Settings
The default criteria that TimeTap provides for this template is:
The tags used in this template are:
Tag | Definition |
---|---|
%CLIENT_EMAILADDRESS% | The email address of the client that is stored in the email field on the client's profile |
%STAFF_FULLNAME% | The full name of the staff member that was assigned to the appointment (can also be %PROFESSIONAL_FULLNAME%) |
%APPT_DATE_TIME% | The date and time of the appointment in the client's timezone |
%CLIENT_FIRSTNAME% | The first name of the client as stored in the first name field on the client's profile |
%REASON% | The name of the service/class/course that the clients appointment was cancelled for |
%COMPLETED_NOTE% | This fills in when the staff changes the status of the appointment to Completed from the back office. It is the note they enter when changing the status |
%BUSINESS_NAME% | This is the name of your business as stored under your account settings |
%MINI_WEBSITE_URL% | This is url that your client can click on to go to you sheduler to book another appointment |
%APPT_ID% | The unique id of the appointment (this can be used to look up the appointment when you are logged into TimeTap's back office) |
To learn more about tags and how to use/create them, please visit our documentation on tags.
In editing this template, here are some general things to consider:
- The situation: This template is generated when an appointment's status is set to Completed. This email could be sent to your client with follow up information regarding their appointment, perhaps a links to a survey that could help you gather more information from your clients, or to invite them to book another appointment.
- Template elements: As with all the appointment templates sent from your account, this email will have the email header and the staff signature in the footer. We recommend putting standard contact information in the staff signature section and to customize your header under your messaging settings to be what you'd like for all of your emails (helps to keep them cohesive).