How to link a Custom Email Notification to a Custom Appointment Status

• Pricing Tier: All
• APPOINTMENT VERSION: Single & Multiple 

To send out a custom e-mail notification based on a custom appointment status, you will need to do two steps:

• Create Custom Appointment Status
• Setup a User-Defined E-mail Notification

Create a Custom Appointment Status

• Click Lists Tab
• Click Appointment Status Types
• Click Add New Appointment Status Type
• Enter the Description and choose a color
• Click Save

Setup a User-Defined E-mail Notification

Now that you have created a new appointment status, you can send a customized e-mail notification based on your new appointment status.

NOTE:

There are 10 user-defined email options available in the Notifications section.

• Click Settings
• Click Notifications
• Locate a current inactive User-Defined E-mail  (Check out our article on creating custom emails.)
  • When editing the email, set Send when appointment status is changed to: to the newly created status
  • Write your email
  • Set the status of this email Active
  • Click Update