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Sending Custom Emails Using Appointments List page

The Appointments List page provides a powerful, spreadsheet-style view of your bookings. Unlike the standard Appointments tab, this page is designed for bulk actions, advanced filtering, and communication.

You can generate a targeted list of participants by filtering by:

  • Single Date: View all bookings for one specific day.

  • Date Range: View bookings across a week or the duration of your event.

  • Event: View every appointment associated with a specific event.

Once filtered, the page will display a comprehensive list of parents and their corresponding appointment details.

Management Actions

From this view, you can perform the following administrative tasks:

  • Confirm: Validate "Problem" appointments (red slots) to make them active.

  • Delete: Remove appointments or slots in bulk.

  • Recreate: Restore slots that may have been previously removed.

  • Email: Send direct communications to your filtered list.

Sending Emails to Participants

To communicate with parents directly from this list:

  1. Click the Send Email button at the top of the page.

  2. Choose your recipients:

    • Send to All: Emails everyone currently visible in your filtered list.

    • Send to Selected: Emails only the participants you have manually checked in the list.

  3. A Send Email window will appear, allowing you to choose the email type:

    • Reminder Email: Sends a standard appointment reminder.

    • Custom Email: Allows you to draft a unique message for this specific group.

Pro Tip: While you can customize the text in the window, your default templates are managed on the Settings / Notification Setup page.

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