Before You Dive In
This article is one step from our Master Help Guide: All About Calendars. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Customise our calendar email templates
Setup automated notifications for calendars e.g. appointment reminders, cancellation, and confirmations
Notify yourself or your team when someone books an appointment
How To Customise and Apply Our Email Templates To Your Calendar
We have pre-made email templates ready for you to customize and use. If you set up these emails now, it can completely automate all of your calendar management - including confirmations, reminders, cancellations, rescheduling and more. You will see the option to add these when you create or edit your calendar, under the 'Notification and Additional Options' step.
Click here for the written steps
Click here for the written steps
From the main Ivorey™ menu, go to [Marketing] then > [Emails] then > [Templates]
You'll see a dedicated folder called "Calendar Emails" that we've created for you!
Work through each email, customising it with your own unique copy, branding and images
Be sure to leave the custom values we have added, as they will automatically pull in dynamic data to send, such as your contacts name, appointment date, time, timezone, rescheduling links and more
Click on the 3 dots at the top right of your screen > select [Settings] > here you can update/edit/change your email subject line and add a preview line if you would like to
Press [Save] when you're done
Go back to edit your calendar, and find the [Notifications and Additional Options] step
Under the [Contact] drop down, find the emails you've customised and set them up as your automated reminders
Press [Save] when you're done - your calendar emails will now run on auto-pilot!
Frequently Asked Questions
How can I ensure my clients receive the correct appointment details and verify email delivery?
How can I ensure my clients receive the correct appointment details and verify email delivery?
To ensure your clients receive the correct appointment details, make sure that the email notifications are enabled in the notifications and additional options tab inside your calendars. This will automatically send the appointment details to your clients. To verify if the confirmation email was delivered, you can book a test appointment yourself. This allows you to check if the email is sent and received correctly.
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide On Calendars to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Need Help?
Hit the support chat widget inside Ivorey - we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍