Overview
Learn how to understand and manage your booking notification emails, including using email summary classifications, filtering email and email subject lines, and adding or removing employees from email lists.
Who uses this feature
Administrators
Applies to all business types
Things to know
Booking notification emails can’t be turned off. Scheduling Pro can only change which users receive them.
Using email summary classifications
Whenever Scheduling Pro handles a Live Voice or Chat interaction, you will automatically receive an email summary using the classifications below:
Cancellation: All Appointment inquiries with Cancellation selected as the resolution.
Reschedule: All Appointment inquiries with Reschedule selected as the resolution.
New Lead: All Appointment inquiries with either Bookable Lead or No Availability selected as the resolution.
Non-Bookable: All Appointment inquiries with No Service selected as the resolution.
General Inquiry: All Inquiry inquiry types with any resolution selected (e.g., Memberships, Financing, etc.).
Other: All Other inquiries with any resolution selected (e.g., abandoned, test, etc.).
Booking: All interactions with a booking attached.
Escalation: All interactions with an emergency escalation attached (with or without the on-demand job, per your settings).
Remote Assist Appointment: All interactions with a Remote Assist appointment attached.
Filter emails using intuitive subject lines
To make filtering booking notification emails easier, Scheduling Pro uses intuitive email subject lines based on the type of inquiry and resolution of the interaction. These subject lines contain:
A topic category that is related to the inquiry/resolution chosen by the agent but that offers a simpler option for filtering.
The word "Urgent" if the agent or customer believes the request is urgent.
The phrase "Customer Follow Up Requested" if the agent or customer believes they need follow up.
The name "Scheduling Pro" so that you can always recognize the source of the email.
Example email subject strings
Cancellation – URGENT – Customer Follow Up Requested – Scheduling Pro
General Inquiry - Scheduling Pro
Non-bookable – URGENT - Scheduling Pro
Set up email filters and auto-forwarding
You can set up filters and auto-forwarding to help manage where emails from Scheduling Pro arrive in your inbox. Below are some help articles from the most common email providers:
Add or remove employees from email lists
If you want to add or remove employees from the list of emails, please reach out to Technical Support.