Goal: When I create an appointment in the Essentry Dashboard or through an interface, I want to receive a confirmation of the appointment with all relevant data via email.
A confirmation email after appointment creation can be activated in the check-in flow.
To do this, go to the menu item COMPANY, then CHECK-IN FLOWS and select your active check-in flow. Then click on Edit check-in flow. Now scroll down to the section Other Settings / Appointment Confirmation and choose one of the following two options:
- Send with editing function
- If important details, like the name, are missing or if details are incorrectly spelled, for example the email address, a notice will be generated at the bottom of the invitation indicating that there may be issues with the invitation and that these can be checked and edited.
- Send without editing function
- A notice will be generated indicating that there may be issues with the invitation and that the appointment should be reviewed, without any mention of editing the appointment.
Link: Click here to go directly to the Check-in Flow menu.
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