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.

Filtering and Searching

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.