How can I edit email, SMS, and push notifications?
Edit notifications
You can customize all notifications that Calendesk sends to your customers and employees. First, please go to the “Notifications / Templates” tab, where you can find the list of the notifications. Here, you can select the notification type you would like to customize.
Click on the blue button to edit email, SMS or push notification.
Notification editor
After selecting a notification type, the notification editor will appear. You can edit the content of the notification on the left side. On the right side, you can see the preview of your notification with some test data.
Additionally, you can use the HTML-rich editor to make your content more visible.
Variables – personalize your emails with variables.
You can use variables in notifications. Variables are just a part of your message that Calendesk replaces with some data before sending the notification. For example, imagine you would like to use customer names in your message. Of course, you can’t do it with one name for all customers. That’s why we use variables. Instead of using your customers’ names in the message, you can use a variable and let Calendesk replace this text with actual data.
Example:
You would like to write “Hi Anna” at the beginning of your message. But, of course, not all your customers have the name Anna :). To do so, use a variable called
[CUSTOMER_NAME]
which will be replaced right before sending the message with the customer name.
The text: “Hi [CUSTOMER_NAME]” will be replaced with: “Hi Anna”, “Hi Mark”, “Hi Joe” and so on.
Supported variables
[CUSTOMER_ID] - A customer ID.
[CUSTOMER_FULL_NAME] - A customer full name (name + surname).
[CUSTOMER_NAME] - A customer name.
[CUSTOMER_SURNAME] - A customer surname.
[CUSTOMER_EMAIL] - A customer email.
[CUSTOMER_PHONE] - A customer phone.
[BOOKING_ID] - A booking ID.
[BOOKING_START_DATE] - A booking start date YYYY-MM-DD in the accounts time zone.
[BOOKING_START_TIME] - A booking start time HH:MM (24h) in the accounts time zone.
[BOOKING_END_DATE] - A booking end date YYYY-MM-DD in the accounts time zone.
[BOOKING_END_TIME] - A booking end time HH:MM (24h) in the accounts time zone.
[BOOKING_TIME_ZONE] - Selected time zone by a customer.
[BOOKING_LOCATION] - A location name, for example: Zoom, Google Meet, Phone, Address, Other.
[BOOKING_LOCATION_TYPE] - Type of location, for example: 1 (Address), 2 (Phone), 3 (Google Meet), 4 (Other), 5 (Zoom), 6 (Teams), 7 (Skype), 8 (WhatsApp).
[BOOKING_GOOGLE_MEET_URL] - A booking location Google Meet URL for a meeting. If doesn't exist nothing will appear.
[BOOKING_ZOOM_JOIN_URL] - A booking location Zoom URL for a meeting. If doesn't exist nothing will appear.
[BOOKING_CONTROL_URL] - A URL that allows editing a booking from the calendar, for example, https://yourcalendar.com/bookings/secret_code_to_booking, enables managing the selected booking.
[BOOKING_CUSTOM_FIELDS] - custom fields from a booking form. They will be parsed in to the text.
[SERVICE_ID] - A booking service ID.
[SERVICE_NAME] - A booking service name.
[BOOKING_PRICE] - A booking service price.
[BOOKING_STATUS] - A booking status.
[EMPLOYEE_ID] - A booking employee's ID.
[EMPLOYEE_NAME] - A booking employee's name.
[EMPLOYEE_SURNAME] - A booking employee's surname.
[EMPLOYEE_FULL_NAME] - A booking employee's full name (name + surname).
[EMPLOYEE_EMAIL] - A booking employee's email.
[EMPLOYEE_PHONE] - A booking employee's phone.
[COMPANY_NAME] - Your company name.
[COMPANY_PHONE] - Your company phone.
[COMPANY_ADDRESS] - Your company full address.
[BOOKING_ONLINE_MEETING_URL] - Google Meet or Zoom URL.
[BOOKING_CREATED_BY_USER_ID] - The id number of the user who created the reservation.
[BOOKING_UPDATED_BY_USER_ID] - The id number of the user who last edited the reservation.
[BOOKING_CREATED_BY] - The name of the user who created the reservation.
[BOOKING_UPDATED_BY] - The name of the user who last edited the reservation.
[BOOKING_AWAITING_PAYMENT_FULL_TIME] - Maximum time to pay for a booking (e.g., 1h 30 min).
[BOOKING_PAYMENT_STATUS] - Booking payment status (e.g., Paid, Not paid)
[MANAGE_CUSTOMER_BOOKING_BUTTON] - A button that allows customers to manage their booking.
[MANAGE_EMPLOYEE_BOOKING_BUTTON] - A button that allows employees to display bookings in admin panel.
[ADD_TO_CALENDAR_BUTTONS] - Buttons that allow your customers add booking to their calendars.
Please use the blue buttons, which you can find next to the text fields, to display the list of available variables. Then, click on the variable you want to use in the message.
There are many useful variables you can use in your notifications. Remember to test to final notifications before going live.
Conditions – customize your emails with conditions
Conditions allow you to customize your email notifications. For example, you can decide if you want to show something specific just for some services or employees. Calendesk supports the handlebars templating language to render conditions and formatting. While processing your emails, our system will search for them.
If – check if the value exists or is true.
{{#if [CUSTOMER_NAME]}}
Dear [CUSTOMER_NAME],
{{/if}}
If with else – check if the value exists or is true, otherwise do something else.
{{#if [CUSTOMER_NAME]}}
Dear [CUSTOMER_NAME],
{{else}}
Dear Customer
{{/if}}
Equals – check if the values are equal.
Hello Mark!
{{#equals [SERVICE_ID] 5}}
You have selected a service for VIP customers!
{{/equals}}
Thanks for booking with us.
---
Hello Mark!
{{#equals [BOOKING_PAYMENT_STATUS] Not paid}}
Please pay for the booking within [BOOKING_AWAITING_PAYMENT_FULL_TIME]. Otherwise, it will be canceled automatically.
{{/equals}}
Thanks for booking with us.
---
Hello Mark!
{{#equals [SERVICE_ID] [1,4,55]}}
You have selected a service that has an ID 1, 4 or 55!
{{/equals}}
Thanks for booking with us.
Not equals – check if the values are not equal.
Hello Mark!
{{#not_equals [SERVICE_ID] 5}}
You have selected a service that has an Id different from 5!
{{/not_equals}}
Thanks for booking with us.
---
Hello Mark!
{{#not_equals [SERVICE_ID] [1,4,55]}}
You have selected a service that doesn't have an ID 1, 4 or 55!
{{/not_equals}}
Thanks for booking with us.
Equals, else – check if the values are equal, otherwise do something else.
Hello Ben!
{{#equals [SERVICE_ID] 5}}
You have selected a service for VIP customers!
{{else}}
You have selected a service for regular customers!
{{/equals}}
Thanks for playing.
Formatting
Uppercase – format a string to uppercase.
{{#upper make me upper}}
-> MAKE ME UPPER
Capitalize – capitalize the first letter in a string.
{{#capitalize john}}
-> John
Capitalize Words – capitalize each word in a string.
{{#capitalize_words john doe}}
-> John Doe
Buttons
System buttons
Replace a button title in notifications like Activate account, Change password, Confirm newsletter subscription.
Occasionally, we include a button at the bottom of various notifications, such as “Activate Account,” “Change Password,” and “Confirm Newsletter Subscription.” This button confirms actions like account activation or password modification. To customize the button’s title, simply insert your preferred text into a variable. This text will then replace the variable in your message, becoming the button’s title.
Important: This feature is designed to function exclusively within specific email templates, such as “Activate Account,” “Change Password,” and “Confirm Newsletter Subscription.”
[CUSTOM_BUTTON_TITLE=Please click here]
Custom button titles for managing bookings or adding to Google/iCal calendars
[MANAGE_CUSTOMER_BOOKING_BUTTON=Manage my bookings]
[ADD_TO_CALENDAR_BUTTONS=Add to Google,Add to iCal]Create Your Own Button
You can craft a custom button that directs users to any specified URL. Tailor it to fit your requirements by adding the following parameters:
- Title of the Button
- URL of the Button
- Background Color (optional)
- Text Color (optional)
Here’s how to set it up:
[CUSTOM_BUTTON=Click here,https://calendesk.com,#e6e9fb,#00000]
[CUSTOM_BUTTON=Click here,https://calendesk.com]