Various email and SMS notification options are available. Your new account comes with predesigned default messages that you can fully customize. The notifications tab on the side navigation bar is home for updating default notifications.

Navigate to Settings > Notifications to review or edit your default notifications.

• Select the Template — Choose which notification you want to configure
• Email or SMS Checkboxes — Check to enable or leave unchecked to disable
• Recipients — Where the notification is sent
• Sends — What triggers the notification
• Email CCs and BCCs — Add an email to receive copies when notifications go out
• Template Variables — Dynamic fields that populate with real data
• Email Template — Body of the email and editing toolkit
• Email Attachments — Add attachments to your email
• SMS Template — Body of the SMS message (keep concise to reduce costs)
• Test Notification — Send a test email with sample data
• Sent Notifications — View history of notifications sent
• Save — Remember to save after making any changes!

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Tip! Review all default email and SMS notifications before adding organizations. When you add new organizations, they will automatically use these default notifications—unless you choose to copy notifications from an existing organization.

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Template Glossary

General Notifications

• Account - Email sent when an account is created for a new user
• Booking Request - Email sent to Scheduling Managers and Analysts if a person requests information from your booking page
• Email Confirmation - Email that is sent if you add the variable {{ email_confirmation_link }} to a notification and someone clicks the link to confirm their email