Setup Class Notifications
In this video, we are going to see how to send notifications on class booking confirmations, reschedule and also cancellations.
Last updated
In this video, we are going to see how to send notifications on class booking confirmations, reschedule and also cancellations.
Last updated
Learn how to configure class notifications for participants, including bookings, reschedules, cancellations, and more. Manage notifications efficiently for individual and bulk class updates.
Note: If you are scheduling or updating multiple classes in bulk, participants will receive notifications for each class individually. To avoid sending multiple notifications, consider using our Bulk Class Trigger Automation to send a consolidated summary notification.
For more information on bulk class notifications, check the setup guide here: Bulk Class Notification Setup.
Go to the Whautomate app then click the Automation menu and select the Add Rule button as shown below picture 👇
Select the Create Rules from Scratch option to continue
Choose the Class Participant Updates as a Trigger 👇
This rule gets triggered when a class participant is added, updated, or cancelled.
Add Conditions (Optional)
(i) To add conditions, simply click on the "Add Condition" button
(ii) Choose the condition Field option like "Class Participant Status" 👇
(iii) Define the operator for the condition, such as equals, not equals, or other available options.
(iv) Pick the Condition Type based on the class status, e.g., Booked, Rescheduled, or Cancelled.
(v) Example: Setting Up a Booking Condition
Condition Field: Class Participant Status
Operator: Equals
Condition Type: Booked
This setup ensures that when a class is booked for a participant, the status will be marked as Booked, and the participant will receive a notification via WhatsApp and Email.
Note: You can set conditions for different class types (e.g., scheduled, canceled) to ensure that participants only receive relevant notifications tailored to the class status.
Important Note:
If you have already set up the Bulk Class Notification, you need to configure an additional condition to manage notifications effectively and avoid sending multiple unnecessary notifications.
Condition Field: Select "Participant Frequency".
Condition Type: Choose either:
Individual: To prevent notifications from being sent for bulk class scheduling.
Bulk/Repeat: To allow notifications to be sent for each class when scheduling bulk classes.
If you are scheduling bulk classes and want to send notifications for each class, set the condition type to "Bulk/Repeat".
If you want to prevent multiple notifications when scheduling bulk classes, set the condition type to "Individual".
For single-class scheduling, ensure the condition type is set to "Individual" so the notification is sent. 👇
5. Select an Action
Choose how you want to notify your client about their booked class, such as by WhatsApp or email.
For WhatsApp: Eg. I Select a Send a WhatsApp template message action and fill in the required details. 👇
(i) Select a WhatsApp Template Message Choose the template message you want to use to notify your client of their class booking confirmation.
(ii) For example: I have selected the class_confirmation_notification(en) template.
I used the custom message template which was already created and approved by Meta. So first you need to create a new WhatsApp Message Template, you can select the Create New Template link. This will take us to the template page where we can submit our new template for custom notifications.
However, please note that any custom notification settings will be discarded, and we will need to set them up again after our new template is approved.
Check this below link on how to create WhatsApp message templates 👇
(iii) When you enter (#) in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. 👇
Eg: #class.clientName = {{class.clientName}}, #class.className = {{class.className}}, etc.
Available Personalisation Variables:
Class Variables
{{class.clientName}}, {{class.date}}, {{class.time}}, {{class.practitioner}}, {{class.className}}, {{class.duration}}, {{class.onlineClassLink}}, {{class.onlinePassCode}}, {{class.addToCalendarURL}}, {{class.detailsURL}}, {{class.partialdetailsURL}}, {{class.cancelURL}}, {{class.partialcancelURL}}, {{class.addToCalendarEmailAttachmentURL}}, {{class.timezone}}
Client Variables
{{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}}
Business Variables
{{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}
Once the action is set, Click the Save button.
Test the Notification
Add test participants to a class to ensure the notification triggers correctly.
