Differences

This shows you the differences between two versions of the page.

--- calendar:reason_for_visit:notifications [2026/04/07 22:10] – created architect
+++ calendar:reason_for_visit:notifications [2026/04/16 18:35] (current) – architect
@@ Line 22: / Line 22: @@
 =====Email Information=====
-To activate emails select the checkbox named Active below the //Email information// header.
+To activate emails select the checkbox named **Active** below the //Email information// header.
-  * **Subject** - The email subject line seen by the client
+  * **Subject** (Required) - The email subject line seen by the client
   * Use Default - Enable this to automatically use the location’s address for the appointment.
   * Address - Enter a custom address if Use Default is not selected.
-  * Body - The main message content of the email. This field supports for [[#variables]].
+  * Body - The main message content of the email. This field supports [[#variables]].
 {{ :calendar:reason_for_visit:rfv_notifications_email_content.png?nolink&700 |}}
 =====Email Attachments=====
-These files will be sent as attachments in the email received by the client. The files have to be .pdf and can not exceed 2 mb.\\
+To send files to the client, drag files to the field or click on the field. The files have to be .pdf and can not exceed 2 mb.\\
-If you'd like to include the forms fillable within the system please refer to [[calendar:reason_for_visit:forms|Reason for Visit: Forms]].
+//Note: If you'd like to include fillable forms please refer to [[calendar:reason_for_visit:forms|Reason for Visit: Forms]]//.
+{{ :calendar:reason_for_visit:rfv_notifications_email_files.png?nolink&700 |}}
 =====Text Message=====
-To activate texts select the checkbox named Active below the //SMS body// header.
+To activate texts select the checkbox named **Active** below the //SMS body// header.
-  * Body - The main message content of the text. This field supports for [[#variables]].
+  * Body - The main message content of the text. This field supports [[#variables]].
+{{ :calendar:reason_for_visit:rfv_notifications_text_sms.png?nolink&700 |}}
 =====Variables=====
+To insert appointment details automatically, select a variable from the dropdown menu. These placeholders will be replaced with real-time appointment information when the message is sent.
+  *Client - Full name (First and Last).
+  *Reason - The title of the "Reason for Visit."
+  *Location - The meeting type (In-Person, Telephone, Video).
+  *Date - Date of appointment.
+  *Time - Time of appointment.
+  *Calendar Name - The name of the specific calendar used.
+Example: <code>"Hello {{client}}, your appointment is on {{date}} at {{time}}."</code>