You have created an event type, see .
1. Switch on the confirmation
Open Configure › Account › Event types and then your event type. Under Confirmation, switch on Send confirmation email.
2. Customize the text
In the Confirmation email wording card, you write a separate text for each event type, for example one for the car insurance check and one for the disability insurance consultation.
3. Cancel and reschedule
The confirmation and the calendar file contain the links Cancel appointment and Reschedule appointment. You set what your customer may do in the event type under Adjustments, see .
4. When no confirmation goes out
- Your agent took down the email address during the call. It counts as unconfirmed until you check it and send the confirmation yourself.
- The customer has opted out of emails.
- The customer has no email address.
5. Check delivery
Every confirmation sent appears as an email under Interact › Interactions. If it doesn't arrive, you see that there.
Frequently asked questions
Date, time, location or video link, a calendar file (.ics) and the links to cancel and reschedule.
Then there is no confirmation. Confirmations by SMS are in preparation.
Yes, through the link in the confirmation, if you allow it in the event type under Adjustments.