Matrix Booking Knowledge Base

Administrator guide – Settings tab: Email notifications

This page describes the different settings you can apply in the Notifications section of the Settings tab when you edit a location or resource:

  1. Booking category selector

  2. Email notifications

  3. Set up Email notifications settings

Booking category selector

  • Underneath the Time zone section, your booking categories can be selected. For example, Meeting Rooms.

    image-20250929-104118.png
  • As the Time zone section is above the booking category selector, it’s not affected by the booking category selector.

  • All settings below the booking category selector are specific to the booking category that you select (for example, Meeting Rooms).

  • Make sure that you’ve selected the right booking category before making any changes to your settings.

Email notifications

The Email notifications section gives you the option to send you up to 3 booking reminder emails to remind you of the bookings you have in advance. Emails will be sent to the booking owners. If you have more than 1 booking, they will all be listed in 1 email that is normally sent at 10:00 AM (local time). If you want the email notification time changed for your organisation, raise a support ticket .

Reminder email example.

The Email notifications settings can be set at any level in your resource hierarchy. It’s best to do this at the highest level possible so that all your locations and resources inherit these settings. The email can be sent 1 day in advance as a minimum.

Set up Email notifications settings

To set up the Email notifications settings of a location or resource:

  1. Select Admin in the navigation bar.

  2. Select Locations and resources under the Location Settings section in the side menu.

  3. Select Edit hierarchy. The Locations and resources hierarchy will appear.

  4. Select Edit next to the location or resource you want to change. The Edit [Location or Resource] pop-up will appear with the General tab selected by default.

  5. Select the Settings tab.

  6. Select the correct resource using the booking category selector

  7. Select the Override global settings or Override [location or resource] tick box under the Email notifications section.

  8. Check if any of the tick boxes are greyed out. If they are, this means that these settings are inherited from a higher level in your resource hierarchy. You may have them switched on at that level for a reason.

  9. Select the Send a reminder X days or weeks before the booking tick box (where X is the number of days or weeks).

  10. Enter the number of days or weeks into the text box.

  11. Select the days or weeks dropdown.

  12. Select either days or weeks.

  13. If you want more reminders, repeat steps 8 to 11 for the other 2 tick boxes .

  14. Select either of the following and the pop-up will close to return you to the Locations and resources hierarchy:

    • Save to keep you changes.

    • Close to discard your changes.

      Email notifications switched on in the settings tab of the edit location pop-up.
  15. Select Save changes

Notes:

  • Settings from a location or resource that’s higher in your hierarchy will be inherited by locations and resources below it. These settings will appear greyed out in the locations or resources lower in the hierarchy. If they are, this means that these settings are inherited from a higher level in your resource hierarchy. You may have them switched on at that level for a reason.

  • Changing the settings described above may affect other features you have for your organisation.



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