Email action for Booknetic Workflows GPL v1.2.1

Booknetic Email Action for Workflows Add-On Overview

Email notifications play a crucial role in appointment booking systems, ensuring that customers, staff, and administrators are kept informed about the status of appointments and related activities. The Booknetic Email Action for Workflows Add-On enables businesses to automate email notifications for various events in the booking process, enhancing communication and efficiency.

Key Features of Booknetic Email Action for Workflows Add-On:

1. Automatic Email Notifications:

• New Appointment Booked: Automatically send an email notification when a customer books a new appointment. This helps you stay updated on every reservation.
• Appointment Rescheduled: When a customer reschedules an appointment through their panel, you’ll receive a notification. This ensures you’re always aware of any changes to appointments.
• Appointment Canceled or Status Changed: Get notified when a customer cancels an appointment or changes its status. You can set up notifications based on the previous and current status of the appointment (e.g., if a customer cancels an approved appointment, send a notification to your account).
• Appointment Reminder: Send reminders to your email address before an appointment. You can configure the timing, such as sending a reminder 1 hour before the meeting and another reminder with the Zoom link 15 minutes before the appointment.
• Post-Appointment Notifications: After the appointment ends, send follow-up notifications to collect feedback or send additional content. This feature can help improve the customer experience and gather insights to enhance your business.
• New Customer Created: Receive an email notification when a new customer is added to the system. If the customer panel is active, you can send the customer’s email, password credentials, and a link to the customer panel.

2. Customizable Email Content:

• Shortcodes: Use shortcodes to personalize email notifications. You can customize the subject and body of the email to include specific details about the appointment, customer, or service.
• Attachments: Add attachments to emails, such as custom PDF URLs or customer-uploaded PDFs via the custom forms feature. This can be useful for sending receipts, contracts, or other documents.

3. Flexible Mail Configuration:

• WordPress Mail Configuration: Configure emails using the default WordPress mail system.
• SMTP Configuration: For more reliable email delivery, you can configure emails to be sent through an SMTP server. This is ideal for businesses that need to ensure emails are reliably delivered to customers and staff.

Benefits of Using the Booknetic Email Action for Workflows Add-On:

• Enhanced Communication: Automating email notifications ensures that both customers and staff are always up-to-date on appointment statuses, reducing the need for manual reminders or follow-ups.
• Customizable Notifications: Tailor the content and timing of notifications to suit your business needs, ensuring that clients receive the right information at the right time.
• Improved Efficiency: With automated email notifications for key actions (such as booking, rescheduling, and cancellations), you save time and avoid the risk of missing important updates.
• Streamlined Workflow: Whether it’s a new booking, a rescheduled appointment, or a post-appointment follow-up, the Booknetic email actions help streamline your workflow and keep your business running smoothly.

Conclusion:

The Booknetic Email Action for Workflows Add-On is an essential tool for businesses that rely on appointment scheduling and need to keep all parties informed. By automating and customizing email notifications, businesses can improve communication, reduce manual work, and enhance the overall customer experience. Whether you’re notifying clients of new bookings, appointment changes, or sending reminders and follow-ups, this add-on helps ensure that all the necessary notifications are sent promptly and accurately.