Ensure communication to your new booking by setting up your Confirmation and & Cancellation Settings in your Online Scheduling Service.

When a booking is confirmed, the setting in this area will kick into play. While most booking are instantly confirmed the moment of booking, service with Approval Settings enables are considered pending until you have confirmed them. Once you have confirmed them, the setting in this section will be triggered.

The calendar selection is a required filled. Your default calendar will automatically be selected, however you can change to any calendar you wish, 17hats or Google Calendar
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This calendar designates the place the booking event will be placed on. If the a new Project is created with the booking, the Project will be placed on that calendar as well.

If the booking event is added to an existing Project and a calendar is selected for that Project, the Project will NOT update to this selected calendar. Only the booking event will be placed on the calendar.

Once a booking is confirmed, you can trigger a Workflow to keep your client experience running smoothly.

Like all settings, you can add the Workflow upon creation, or come back and edit the service later.

While the Confirmation Email is not a required setting, we highly recommend adding one. This email will send immediately upon booking (if Approval Settings are not enabled).

We suggest adding Scheduling Tokens to the email to populate the Service Name, Date, Time, and location information of the booking.

Tokens are placeholder that will automatically be updated with data from the Contact, Project, Account, and other features. For emails sent form inside of Online Scheduling, you will want to use the [scheduling] type tokens.

Create/select a template to be sent to your contact when they cancel a booking. While you can set up cancellation limitation when you create your Availability Schedule, you can create a different email template per service.

We suggest adding [scheduling] tokens to the body of the email as seen below.
Cancellation emails are created into template so that they can be reused in different services.

Steps to adding the rescheduling link: