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How to Setup Automatic Welcome Emails

Overview

This article explains how to setup an automatic email that will be sent shortly after an appointment, session, or event is created. This option is 

Advantages To This Method

This option works well to prevent employees from accidentally editing an email before it is sent.

This option works well if you need to have different welcome emails sent to a client when they book a session.

Disadvantages To This Method

This option does not allow you to preview/edit the welcome email before it is sent to the client. If you would like to preview/edit the welcome email before it is sent StudioCloud recommends using the calendar type default email option.

This option will send another welcome email more then once if the session is moved to a date in the future. If you would like to only have the welcome email sent when a session is created StudioCloud recommends using the calendar type default email option.

How to Setup CloudAlerts Session/Event/Appointment Welcome Email

This option will setup an email or text message for a calendar type or calendar sub-type. If you setup an email or text message cloudalert for a calendar type it will also send out emails or text messages to the calendar sub-types as well.

  1. Click on the Calendar component
  2. Click on the Settings tab
  3. Click the Manage Calendar Types button
  4. Click on the Manage CloudAlerts button for the desired Calendar Type
  5. Click the New CloudAlert Email menu option at the bottom
  6. Select the "New Session Created Email" menu option
    1. This option will automatically setup a CloudAlert email message to be sent out 1 day after an event has been created. You can adjust the email to go out up to one hour after the session is booked.
  7. Click the save button when you have verified that everything is setup according to your needs.