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How to Setup Automatic Session Message Reminders*
OverviewThis article explains how to setup automatic emails and text messages for a session Go to the Manage Calendar Types window- Click on the Calendar component
- Click on the Settings tab
- Click the Manage Calendar Types button
How to Setup Automatic Email and Text RemindersThis option will setup an email or text message for a calendar type or calendar sub-type. - Go to the Manage Calendar Types window using the instructions above under the 'Go to Manage Manage Calendar Types Window'
- Edit the desired Calendar Type
- Note: 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.
- Click on the Messages tab
- Click the New Email or New Text button shown in the image below
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How to Setup Confirmation Emails and Texts That Can Be Previewed and Edited Before They Are Sent To The ClientThis 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. - Go to the Manage Calendar Types window using the instructions above under the 'Go to Manage Manage Calendar Types Window'
- Edit the desired Calendar Type
- Click on the Messages tab
- Click the checkboxes shown in the image below and select the desired email template
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How to Setup Automatic Email and Text Reminders From The Manage Calendar Type WindowThis 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. - Go to the Manage Calendar Types window using the instructions above under the 'Go to Manage Manage Calendar Types Window'
- Click on the Select Action menu for the desired Calendar Type
- Click on the Manage CloudAlerts menu item
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- Click the New CloudAlert button at the bottom
- Select the desired Cloudalert you would like to setup
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