Automated notifications can be customized to suit your business needs. For example, you can fine-tune when clients or staff members will receive your automated notifications, change the tone of the content in each notification, or add extra details.
For information about turning individual notifications on or off, see Enabling or disabling automated notifications.
Key tips before you begin
If you change the timing of a service reminder notification, previously scheduled services will keep their old reminder times. To ensure all services have the same reminder times, configure your notifications before scheduling any services.
You can send a test email when editing an email notification template by clicking the Send test email button and entering a receiving email address. When sending a test email, keep in mind the following information:
To send a test email, an email notification template must be activated.
If you send a test email to a client or staff member with a profile in WellnessLiving, the test email won’t be affected by the client notification settings or staff notification settings.
When you send a test email, the variables in your email notification template will be filled with placeholder information. It's important to note that this placeholder data is not specific to your business. For instance, the [Fullname] variable will display as John Smith.
Customize automated notifications
To customize your automated notifications, follow these steps:
Click the App Drawer button
then click View All > Setup > Notifications.Select either Client Notifications or Staff Notifications.
Find the notification template you want to customize. Use the Search or add filters to easily find it.
By default, the list shows only activated or enabled notifications. To view disabled notifications, see Locating disabled notifications.
Click the Edit button
for the type of notification template you want to customize.Select Email, SMS, or Push at the top of the page depending on which format of the template you want to customize.
You can edit all three in one session, before saving your changes
Edit the content of the template.
Email:
Under Email Send Rules:
Set Send only to specific client types or Send only to specific client groups to ON to target specific client types or groups. Check the boxes next to each client type/group you want to receive the notification.
Email send rules set here are also applied to SMS messages and push notifications.
Under Compose email, click View sender’s information and configure the sender’s email information. For more information, see Automated email template settings.
Under Email content, make your changes to the template’s content using the default editor or click Visual Editor for more advanced options. For more information, see Modifying an email template using the default editor and Modifying an email template using the visual editor.
Click View email variables to display a list of email variables that can be used in your template. To add a variable to your template, click the Copy to clipboard button [img] next to a variable, then paste it in the Email content field.
To activate the campaign, set the Activate email option to ON.
SMS:
Under SMS content, make your changes to the template’s content using the text editor.
Click View SMS variables to display a list of SMS variables that can be used in your template. To add a variable to your template, click the Copy to clipboard button [img] next to a variable, then paste it in the SMS content field.
To activate the campaign, set the Activate SMS option to ON.
If you subscribe to Message Center, you can configure your Message Center templates to include instructions on how to respond to your SMS messages by selecting Fill with default template.
Push:
Under Push notification content, make your changes to the template’s content using the text editor. Variables aren’t used in push notifications.
To activate the campaign, set the Activate push option to ON.
Click Save. All future notifications of this type will use the updated template.
Note: A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by email send rule changes.
If no clients or staff members are impacted, no option is displayed at the bottom of the popup. Click OK.
If any clients or staff members are impacted, the Send email to affected clients option or the Send email to affected staff members option is displayed at the bottom of the popup. To send the email to affected clients or staff members immediately, set the option to ON, then click OK.