WPBookit - Documentation
WPBookit

Emails

Email Notifications Settings

The Email Notifications feature in WPBookit allows you to automate communication with customers and staff regarding booking activities.

Purpose of Email Notifications

  • Keeps customers and staff informed about booking activities and updates.
  • Automates key touchpoints, improving efficiency and user experience.
  • Ensures timely reminders and confirmations for both parties.

Recipient

  • Customer: Notifications sent to the customer who made the booking or registered.
  • Staff: Notifications sent to staff members regarding booking requests, cancellations, or reminders.

Enable/Disable Email Notifications

  • Each email type has a checkbox to enable or disable the notification.
  • When checked, the corresponding email will be sent automatically based on the triggered action.

Customer Notifications

  1. Customer Location Confirmation:

    • Sent to confirm the customer’s selected location details.
    • Recipient: Customer.

  2. Customer Booking Reminder:

    • Sent as a reminder for upcoming bookings.
    • Recipient: Customer.

  3. Customer Registration:

    • Sent to confirm the customer’s successful registration on the platform.
    • Recipient: Customer.

  4. Customer Booking Confirmation:

    • Sent to confirm that the booking request has been successfully received.
    • Recipient: Customer.

  5. Customer Booking Approval:

    • Sent when a booking request has been approved.
    • Recipient: Customer.

  6. Customer Booking Cancellation:

    • Sent to inform the customer about a booking cancellation.
    • Recipient: Customer.

Staff Notifications

  1. Staff Registration:

    • Sent to confirm the staff member’s successful registration.
    • Recipient: Staff.

  2. Staff Booking Reminder:

    • Sent as a reminder for upcoming bookings involving the staff member.
    • Recipient: Staff.

  3. Staff Booking Request:

    • Sent to notify staff members about a new booking request.
    • Recipient: Staff.

  4. Staff Booking Cancellation:

    • Sent to inform the staff member about a canceled booking.
    • Recipient: Staff.

Edit Email Template

The Edit Email page allows you to customize email notifications sent to customers and staff. This page provides an intuitive interface to personalize the subject, content, and reminders for emails based on specific events. Below is a detailed description of the fields and features available on this page:

  1. Subject
    • Description: This field is used to define the subject line of the email notification.
    • Usage: Create a concise and informative subject that captures the purpose of the email. Example: “Reminder: You have an appointment coming up soon.”
    • Mandatory: Yes, this field is required.
  2. Set Reminder
    • Description: This dropdown allows you to set a specific time for sending the email reminder.
    • Options:
      • At Event Time: Sends the email exactly at the scheduled event time.
      • Before Event: Allows you to set a predefined duration (e.g., 1 day before) to send the reminder email.
      • After Event: Useful for follow-up emails (e.g., requesting feedback or reviews).
    • Usage: Select the appropriate reminder schedule based on the purpose of the email.
  3. Email Content
    • Description: This is the main body of the email where you can customize the message.
    • Features:
      • Dynamic Placeholders: Insert placeholders to dynamically populate the email with relevant information. Available placeholders can be include.
      • Formatting Options: Utilize the rich text editor to format the content. You can add paragraphs, lists, links, or even HTML elements for enhanced customization.
    • Usage: Craft a personalized message that aligns with the purpose of the notification.
  4. Action Buttons
    • After editing, click the “Update” button to save your changes, or click the “Cancel” button to discard them.