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
Recommended: Include a table of appointments in the reminder email
- Go to Settings / Notifications Setup.
- Select the Reminder Email option.
- Check the box labeled "Replace the Email Body with the Printable Schedule of Appointments" (located above the body field).
This replaces the email body with a table-formatted schedule of appointments, which includes room numbers. Any text entered in the Header field will appear above this table.
The table's format is controlled separately, under CUI / Messages / Print Schedule.
Set up when reminders are sent
- Go to Settings / Notifications Setup
- Select the Reminder Email option
- Check the box to require a reminder.
- Enter the number of hours before each appointment that the reminder should be sent.
- Under Send Reminder Emails, click the green + to add an automatic reminder, then enter how many hours before the appointment it should go out (e.g., 24, 48).
You can add multiple reminders by repeating step 4 — for example, one at 48 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.
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.