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This article will discuss the process of sending service appointment notifications.


When scheduling a service and creating a service appointment, Notifications can be sent out in the Staff Reminder and Client Reminder sections.

Setting the “Send Staff Reminder?” field to “Yes” will bring up the fields to create the Notifications that are to be sent to the Invitees of the service appointment.

Setting the “Send Client Reminder?” field to “Yes” will bring up the fields to create the Notifications that are to be sent to specific Email addresses and/or Phone Numbers.

Manually type in the Email address and/or the phone number of the Recipients of the Notification in the Recipient Email and Recipient Number fields, respectively.


Saving the form will save the Notifications and they will be sent out at the scheduled date and time.


After the Service Appointment has been scheduled, you can still send out more Staff and Client Notifications.


To do so, navigate to the Service Profile page of the service that has been scheduled, and look for the “Add a Staff Reminder” and “Add a Client Reminder” links in the Actions section under the left hand sidebar.


You can view a list of all Notifications related to the Service Appointment in the “Reminders” Listview at the bottom of the Service Profile page. 

Notifications that have not yet been sent can be Updated up until they have been sent out. After the Notifications have been sent out, you can send new ones at any time utilizing either the “Add a Staff Reminder” or “Add a Client Reminder” links on the Service Profile page.


All Notifications related to a Client via Service Appointments, Tasks, and Assignments, can be found in the Notifications listview at the bottom of the Case Profile page.

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