Setup Bulk Appointment Notifications
When your team books a recurring series or several time slots for one client, each appointment would normally send its own confirmation. The Bulk Appointments Scheduled trigger lets you send a single summary that lists every date instead. It only runs for bulk bookings, so keep your normal confirmation rule for single appointments.
An approved WhatsApp template (or email) with room for the schedule list. See WhatsApp Message Templates.
Steps
- Go to Engage > Automations, click Add Rule and then Create rule from scratch.
- Choose the trigger Bulk Appointments Scheduled. It runs when several appointments are scheduled for a client in one go.
- Optional: Add Condition, for example only for some client tags.
- Add the action send a WhatsApp template message (or Send Email) and pick your template, for example one named
multi_appointment_confirmation. - Fill the parameters. Type # to pick variables such as
{{bulkAppointment.businessTzSchedule}}for the list of dates and times. - Click Save.
- Test it by booking a short recurring series for a test client.
Stop the single messages
In your appointment confirmation rule, add the condition Appointment Frequency equals Individual. Single bookings still get their message, and series bookings only get the summary. Use Bulk/Repeat instead if you want a message for every appointment in a series.
The built-in Client Appointment Confirmation notification does not know about series; untick it if you rely on this rule.
Variables
Bulk appointment: {{bulkAppointment.clientName}}, {{bulkAppointment.service}}, {{bulkAppointment.practitioner}} (team member), {{bulkAppointment.practitionerRole}}, {{bulkAppointment.location}}, {{bulkAppointment.addons}}, {{bulkAppointment.businessTzSchedule}}, {{bulkAppointment.appointmentTzSchedule}}, {{bulkAppointment.timezone}}, {{bulkAppointment.businessTimezone}}
Client and business variables are listed on Setup Appointment Notifications.