Last updated
Last updated
When an appointment has been booked you can choose whether to send an email with details of the appointment to your team and/or the lead.
To define these options go to the project you want to control the email settings for and click on the "Options" button on the sync data panel:
Then click on the Email option in the popup:
Sending a notification to you and your team is useful so that you know when each booked appointment is.
Choose "Yes" for the "Send appointment notifications to your team?" and/or "Send appointment notifications to leads?" questions and you'll see a few more fields become visible.
Email address to send to - This is for internal notifications to your team. Enter the email address you would like the notification email to be sent to. If you want to send it to more than 1 email address then separate the emails with a comma.
Sender name for emails - This is the name of the sender that will show on the notification emails. This is a nice way to have the email name branded so your lead can see your business name when the email comes through.
Name for calendar event - In each notification email there are links to add the appointment to your calendar. This is useful if you have not set up a calendar integration. And it gives the lead a way to add the event directly to their calendar. This field defines the name for the calendar event.
Header logo for emails - Upload a logo to show at the top of emails. This replaces the CallFast logo at the top of notification emails with your business logo. This is a great way to create brand recognition with the lead.
This is what the email notification looks like when its sent to your team. This will use your chosen project timezone for the calculated appointment date.
This is what the email notification looks like when its sent to the lead. This will use the timezone the lead specifies to calculate the appointment date.
