Emails

How can I view any emails that have been sent? 

This can be viewed on the individual contact level. On the Contacts page, you can search for a contact by name. Then click on the contact and then click on the small Log tab. This will show a log of appointments booked, canceled, and any emails sent. 

How do I turn off my E-Mail Reminders?

To turn off your reminder emails, go into the Events Management/Settings / Notification Setup page, and under the Reminder email option, you will see a check box labeled " Send Reminder Emails". Uncheck this box.

E-Mail Reminders

WeRecommended: would recommend that you use the includeInclude a table of appointments withinin the body of the reminder emails.email

If

youGo goto into the Settings /→ Notifications Setup. page and selectSelect the Reminder emailEmail option,option. youCheck will see a checkthe box (above the body) labeled " Replace the Email Body with the Printable Schedule of Appointments" (located above the body field).

This will takereplaces the email body with a table-formatted schedule of appointmentsappointments, (inwhich aincludes tableroom format) and use this as the body of the reminder email.numbers. Any text you addentered in the Header field will show upappear above thethis tabletable.

of

appointments.

The table's format of the printable schedule is setcontrolled inseparately, theunder CUI

CUI→ Messages /→ Print Schedule section. This table does include the room number. .

OnSet theup when reminders are sent

Go to Settings/Settings → UI Setup page, under the Customer Reminder EmaiEmaill. section, you have checkedCheck the box to require a reminder.reminder. You also need to enterEnter the number of hours (prior tobefore each appointment)appointment for whichthat the reminder willshould gobe out.sent. ForUnder the AutomaticSend Reminder Email(s)Emails, selectclick the green + to underadd thean Sendautomatic Reminder Emails andreminder, then enter thehow number ofmany hours prior tobefore the appointment youit wouldshould likego the email sentout (e.g., 24, 48).

You can add multiple reminders by repeating step 4 — for example, one at 48 etc).hours and another at 24 hours.

Can I change the time/verbiage of my reminder emails?

Yes, you can change the verbiage and add/remove the times of your Reminder Emails at any time. These updates will apply to all appointments.

How do I display the Class name in the Confirmation email to my parents?

The Macro Field for Class Name is $(CLASS_NAME). If you are using the Printable Schedule option for the Email Confirmation (recommended), then add a Class Name Column heading on the Settings / CUI Messages page under Print schedule / Print schedule headings. Then add in the macro for Class Name on the Print schedule / Print schedule appointment.

I'm testing the confirmation email and I have not yet received it. Does it take a long time?

The confirmation email is sent approximately 20-25 minutes after the parent books their appointments. We do not send the email immediately, as we wait to make sure the parent has completed booking all their appointments

I booked and canceled some test appointments. Will I receive any emails?

If you book and then immediately cancel your appointments, pickAtime will send a cancellation email, but not the confirmation one. Also, for the PTA product, we wait 20 minutes before sending out an email; this is to ensure that the parent has finished booking their appointments.