Notification Settings
Notification Settings control when and how customers are notified about their appointments — confirmations, reminders, and follow-ups.
WhatsApp notifications (for both your team and customers) are available on Professional and Enterprise plans only. On the Base plan, appointment notifications go out by email only. Upgrade your plan to enable WhatsApp notifications.
Where to Find It
Dashboard → Appointment Notification Settings
Types of Notifications
Booking Confirmation
Sent immediately after an appointment is booked. Lets the customer know their appointment is confirmed with all the details.
- WhatsApp — instant message with appointment details
- Email — confirmation email with date, time, and appointment type
Appointment Reminders
Sent before the appointment to remind the customer.
You can configure:
- When to send — e.g. 24 hours before, 1 hour before
- Channel — WhatsApp, email, or both
- Message content — customise the reminder text
Reminder Call
Your AI agent can call the customer before the appointment as a reminder:
- Set how many hours or days before the appointment the call goes out
- The agent speaks naturally, confirms the appointment, and asks if the customer is still coming
Setting Up Notifications
- Go to Dashboard → Appointment Notification Settings
- Turn on the notifications you want to send
- Set the timing for each reminder
- Customise the message if needed
- Click Save
Connecting WhatsApp and Email
For WhatsApp and email notifications to work, you need to connect these channels first:
Dashboard → Integrations
Connect your WhatsApp business account and email provider to start sending notifications.
Next Steps
- Appointment Reminders — How reminders work for customers
- Confirmation Workflow — How appointment confirmation works during the call
- Booking Rules — Set cancellation and rescheduling rules