Email Reminders

Including a table of appointments in your reminders is a highly effective way to ensure participants have all their scheduling details, including room numbers or virtual links, in a clear and organized format.

Setting Up the Appointment Table Reminder

Instead of a standard text block, you can configure the system to generate a structured table that lists every appointment the user has booked.

1. Enable the Printable Schedule Format

• Navigate to Settings / Notification Setup.

• Select the Reminder Email option.

• Locate the checkbox above the email body labeled: "Replace the Email Body with the Printable Schedule of Appointments."

• When checked, the system ignores the standard "Body" text and instead inserts a professional table of the user's appointments.

2. Add a Custom Header

Since the table replaces the body, use the Header section to add your personal message (e.g., "Dear Parent, please find your schedule for tomorrow's conferences below:"). This text will appear directly above the table.

3. Customize the Table Layout

The columns and information shown in that table (such as Room Number or Teacher Name) are controlled globally:

• Go to the CUI Messages / Print Schedule section.

• Here you can adjust which fields are included in the table.

Configuring the Delivery Timing

For reminders to be sent, you must define exactly how many hours before the appointment they should trigger.

1. Set the Requirement

• Navigate to Settings / Notification Setup.

• Under the Reminder Email section, ensure the Send Reminder Emails box is checked.

2. Define the "Lead Time."

• Return to Settings / Notification Setup.

• Look for the Send Reminder Emails section.

• Click the green plus (+) icon.

• Enter the number of hours prior to the appointment you want the email to go out (e.g., 24 for a one-day notice, or 48 for two days).