Global Confirmation Message

Configure A Confirmation Email Message For All Events

The global confirmation message is sent for any event that does not have a specific confirmation message configured in the Event Type Manager. If you set a unique message for a specific event type, that message will override the global one.

Note

If you are not already here, you can get to this panel by clicking on the “gear” icon at the top right of your calendar, and then selecting “Global Confirmation Message” from the calendar settings menu that appears.

The global confirmation message panel

What to Include

The global message can be a comprehensive package that includes:

• A custom message you write.
• Digital intake forms (Smart Forms).
• Documents attachments.

This entire package is sent to the patient when they book an appointment. You can also send a test email to your own profile to see what the message looks like by clicking Send a test email.

Note

When you are done, do not forget to click on the save button at the bottom to save your changes.

When to Use It

The global confirmation message is most useful when you have many event types that will share the same standard confirmation message. By setting a global message, you avoid having to manually create the same message for each event type.

However, if each of your event types requires a unique message, it’s best to configure them individually within the Event Type Manager as you create each one.