Configuring Appointment Email Templates
Staff Emails
Staff emails are configured in Appointment Scheduler Settings:
- This is located by appending /apex/targetx_eventsb__eventssettings to the base URL of your Org.
Example: https://naXX.salesforce.com/apex/targetx_eventsb__eventssettings
- Navigate to the Appointment Scheduler Settings section.
|
Action |
Default Email Template |
Sent From |
Sent To |
Default Content |
|---|---|---|---|---|
|
Student cancels appointment (Staff Cancellation Template) |
Staffer Appointment Cancelled |
Email Sender |
Staff |
{!Contact.FirstName}, The following appointment was cancelled: DATE & TIME: {!Event_Supplement__c.Date_Time__c} LOCATION: {!Event_Supplement__c.Location__c} MEETING WITH: {!Event_Supplement__c.Appointment_Staffer_Name__c} APPOINTMENT PURPOSE: {!Event_Supplement__c.Appointment_Reason__c} Please visit the appointment/events calendar for more information. |
|
Student schedules appointment (Staff Confirmation Template) |
Staffer Appointment Confirmation |
Email Sender |
Staff |
{!Contact.FirstName}, You are confirmed the following appointment: DATE & TIME: {!Event_Supplement__c.Date_Time__c} LOCATION: {!Event_Supplement__c.Location__c} MEETING WITH: {!Event_Supplement__c.Appointment_Student_Name__c} APPOINTMENT PURPOSE: {!Event_Supplement__c.Appointment_Reason__c} Please visit the appointment/events calendar for more information. |
|
Student updates appointment (Staff Update Template) |
Staffer Appointment Update |
Email Sender |
Staff |
{!Contact.FirstName}, A change has been made to your scheduled appointment with {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Student_Name__c} on {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Date_Time__c}. Please visit the appointment/events calendar for more information. |
Student emails
Student emails are configured in the Profile section of Appointment Calendar:
- Navigate to the Appointment Calendar.
- Select the Hamburger menu on the top left.
- Click Edit Profile.
|
Action |
Default Email Template |
Sent From |
Sent To |
Default Content |
|---|---|---|---|---|
|
Staff cancels appointment (Appointment Cancellation) |
Student Appointment Cancelled |
Email Sender
|
Student |
{!Contact.FirstName}, The following appointment was cancelled: DATE & TIME: {!Event_Supplement__c.Date_Time__c} LOCATION: {!Event_Supplement__c.Location__c} MEETING WITH: {!Event_Supplement__c.Appointment_Staffer_Name__c} APPOINTMENT PURPOSE: {!Event_Supplement__c.Appointment_Reason__c} We're sorry you won't be able to attend this appointment. To reschedule this appointment or make another appointment, please visit your personal ==SCHOOL== appointment/events calendar: ==Custom Link to Student’s Customer Community== We look forward to seeing you soon! Sincerely, {!Event_Supplement__c.Appointment_Staffer_Name__c} | {!Event_Supplement__c.Appointment_Staffer_Email__c} | {!Event_Supplement__c.Appointment_Staffer_Phone__c} ==SCHOOL== |
|
Appointment is scheduled (In-Person Confirmation) |
Student Appointment Confirmation |
Email Sender
|
Student |
{!Contact.FirstName}, You are confirmed the following appointment: DATE & TIME: {!Event_Supplement__c.Date_Time__c} LOCATION: {!Event_Supplement__c.Location__c} MEETING WITH: {!Event_Supplement__c.Appointment_Staffer_Name__c} APPOINTMENT PURPOSE: {!Event_Supplement__c.Appointment_Reason__c} For additional information or to make changes to your upcoming appointment, please visit your personal ==SCHOOL== appointment/events calendar: ==Custom Link to Student’s Customer Community== We look forward to seeing you soon! Sincerely, {!Event_Supplement__c.Appointment_Staffer_Name__c} | {!Event_Supplement__c.Appointment_Staffer_Email__c} | {!Event_Supplement__c.Appointment_Staffer_Phone__c} ==SCHOOL== |
|
Virtual appointment is scheduled (Virtual Meeting Confirmation) |
Student Appointment Confirmation (Virtual) |
Email Sender
|
Student |
{!Contact.FirstName}, You’re all set to meet with {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Name__c}. Here are the important details: When: {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Date_Time__c} Location: {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Location__c} Meeting With: {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Name__c} ({!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Email__c}) Reason: {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Reason__c} For additional information or to make changes to your upcoming appointment, please visit your personal ==SCHOOL== appointment calendar. We look forward to seeing you soon! Sincerely, {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Name__c} {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Email__c} | {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Phone__c} ==SCHOOL== |
|
Phone appointment is scheduled (Phone Meeting Confirmation)
|
Student Appointment Confirmation (Phone) |
Email Sender
|
Student |
{!Contact.FirstName}, You’re all set to meet with {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Name__c}. Here are the important details: When: {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Date_Time__c} Location: Phone - your advisor will call you at {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Location__c} Meeting With: {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Name__c} ({!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Email__c}) Reason: {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Reason__c} For additional information or to make changes to your upcoming appointment, please visit your personal ==SCHOOL== appointment calendar. We look forward to seeing you soon! Sincerely, {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Name__c} {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Email__c} | {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Phone__c} ==SCHOOL== |
|
Staff flags appointment as ‘No Show’ (No Show Follow-up) |
Student Appointment No Show Email |
Email Sender
|
Student |
Event Reminder Days setting |
|
Student Appointment Reminder |
Email Sender
|
Student |
{!Contact.FirstName}, This is a reminder about your upcoming appointment: DATE & TIME: {!Event_Supplement__c.Date_Time__c} LOCATION: {!Event_Supplement__c.Location__c} MEETING WITH: {!Event_Supplement__c.Appointment_Staffer_Name__c} APPOINTMENT PURPOSE: {!Event_Supplement__c.Appointment_Reason__c} For additional information or to make changes to your upcoming appointment, please visit your personal ==SCHOOL== appointment/events calendar: ==Custom Link to Student’s Customer Community== We look forward to seeing you soon! Sincerely, {!Event_Supplement__c.Appointment_Staffer_Name__c} | {!Event_Supplement__c.Appointment_Staffer_Email__c} | {!Event_Supplement__c.Appointment_Staffer_Phone__c} ==SCHOOL== |
|
|
Staff updates appointment (Appointment Update) |
Student Appointment Update |
Email Sender
|
Student |
{!Contact.FirstName}, A change has been made to your scheduled appointment with {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Appointment_Staffer_Name__c} on {!TargetX_Eventsb__Event_Supplement__c.TargetX_Eventsb__Date_Time__c}. For additional information or to make changes to your upcoming appointments, please visit the appointment scheduler. |