Turn on email notices for clients

Choose which email notices your business sends to clients. Each notice only reaches clients who authorized email.

Before you begin

• You need permission to configure the business.

Steps

1. In the main menu, click Settings. If you are inside another area, first click the ← arrow at the top of the left menu until you are back on the dashboard.
2. Under Integrations, click Email notifications.
3. Turn on the notices you want to send. The change is saved as soon as you click the switch.
4. To see what the client will receive, click Preview on the notice.

Notice	When it is sent
New appointment	After a new future appointment is saved.
Appointment reminder - 2 hours before	Two hours before the appointment time.
Service completed	When the service is marked as completed.
Exam available	When the exam is made available.

Done

The switches stay on. From now on, each event sends the notice to clients who authorized email.

Good to know:

• The four notices are independent and start turned off.
• Turning a notice on does not authorize clients. Each client's authorization is recorded in their record.
• The preview uses sample data and sends no email.
• Turning a notice on does not send notices for past events.
• Appointments created less than two hours ahead do not get a late reminder.

If something goes wrong

• "Email delivery is not available yet.": the switches stay locked until sending is enabled for your account. Talk to IVATEC support.
• "Preferences changed. Reload before trying again.": someone else changed the settings at the same time. Reload the page and try again.
• A client did not get the email: see I did not get the email.