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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.{{@47}}

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:

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

        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.

          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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