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How to Configure Email and In-App Notifications for Appointments

This article explains how to configure email and in-app notifications for appointment bookings, changes, reminders, and follow-ups in Kyrios.

Updated over 2 months ago

Who This Is For / When to Use

This article is for account admins and users who manage calendars and need to control when and how appointment notifications are sent to contacts, guests, and users.

Use this when you need to:

  • Send booking confirmations or reminders

  • Notify users of schedule changes

  • Customize notification timing and content

  • Enable or disable specific appointment notifications


Available Appointment Notification Types

Kyrios supports the following appointment notification types:

  • Appointment Booked (Unconfirmed)

  • Appointment Booked (Confirmed)

  • Cancellation (Canceled, No-Show, or Invalid)

  • Reschedule

  • Reminder

  • Follow-Up

Each notification type can be configured independently.


Step 1: Open Calendar Notification Settings

  1. Go to Calendar Settings.

  2. Locate the calendar you want to configure.

  3. Click the pencil (edit) icon.

  4. Select the Notifications tab.


Step 2: Select the Notification Type

  1. Choose the appointment notification type you want to edit.

  2. Click the edit icon for that notification.

Each notification has separate Email and In-App configuration options.


Step 3: Configure Email Notifications

Enable Email Notifications

  1. Open the notification.

  2. Select the Email tab.

  3. Toggle Enable Email Notification on.

Choose Who Receives the Email

You can send notifications to:

  • Contact

  • Guest

  • Assigned User

  • Additional Email Addresses

Each recipient type can be enabled or disabled individually.


Step 4: Customize Email Content

Email Template and Message

  1. Select an existing email template or create a new one.

  2. Customize:

    • Subject line

    • Email body

    • From name

    • From email address


Step 5: Use Custom Values for Personalization

Custom values allow appointment data to auto-populate in emails.

How to Insert Custom Values

  1. Click inside the subject or email body field.

  2. Open the Custom Values menu.

  3. Select the value you want to insert (appointment time, contact name, calendar details, etc.).

Custom values ensure appointment details always stay accurate.


Step 6: Configure Reminder and Follow-Up Timing

For Reminder and Follow-Up notifications:

  • Set how far before the appointment reminders are sent

  • Set how long after the appointment follow-ups are sent

  • Add multiple timing rules if needed


Step 7: Test and Save Email Notifications

  1. Use the Test Email field to send a preview.

  2. Confirm formatting and values are correct.

  3. Click Save.


In-App Notification Configuration

In-app notifications notify users inside the Kyrios platform.

Enable In-App Notifications

  1. Open the notification type.

  2. Select the In-App tab.

  3. Toggle notifications on.

  4. Choose which users should receive them.


Appointment Filters and Smart lists (Optional)

Appointments support advanced filtering for visibility and reporting.

You can filter by:

  • Contact

  • Appointment source

  • Calendar

  • Time zone-aware conditions

These filters respect user permissions and time zones.


Important Notes and Limitations

  • Custom forms linked to appointments may send separate confirmation emails.

  • Email notifications must include a subject line to send successfully.

  • Notifications are sent based on calendar ownership and assigned users.

  • Filters require linked data (contacts, calendars) to function correctly.


FAQ

Can I send appointment notifications to multiple email addresses?

Yes. You can add additional email addresses in the notification recipient settings.


Can I turn off specific appointment notifications?

Yes. Each notification type can be disabled individually using the toggle.


How do I test my appointment notifications?

Use the Test Email field inside the notification editor to preview the message.


Can reminders and follow-ups have multiple timing rules?

Yes. You can add multiple reminder or follow-up timing conditions.


What happens if I don’t customize notifications?

Default system templates are used, and notifications follow standard timing rules.


Can I use custom values in all appointment emails?

Yes. Custom values can be used in subjects, email bodies, from names, and from addresses.


Do appointment notifications respect time zones?

Yes. All time-based notifications follow user-specific time zone settings.

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