Administrator's 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.
Contents
Booking category selector
Underneath the Time zone section, your booking categories can be selected. For example, Meeting Rooms.
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).
Note: 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 one booking, they will all be listed in one email that is normally sent at 10:00am (local time). Raise a support ticket if you want the email notification time changed for your organisation.
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:
Select Admin in the top bar.
Select Location and Resources under the Location Settings section in the side menu.
Select Edit hierarchy. Your resource hierarchy will appear.
Select the 📝 Edit button next to the location or resource.
The Edit [Location] or Edit [Resource] pop-up will appear.
Select the Settings tab.
Select the correct resource using the booking category selector.
Select the Override global settings or Override [location or resource] tick box under the Email notifications section.
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.
Select the Send a reminder X days or weeks before the booking tick box (where X is the number of days or weeks).
Enter the number of days or weeks into the text box.
Select the days or weeks drop-down list.
Select either days or weeks.
If you want more reminders, repeat steps 8 to 11 for the other two tick boxes.
Go to the bottom of the pop-up.
Select Save. The pop-up will close.
Select Save Changes.
Notes:
Use the booking category selector to select your resource type before editing these settings.
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.