Home Features Customizing Event Type Confirmation Messages in Schedly

Customizing Event Type Confirmation Messages in Schedly

Last updated on Jul 07, 2026

Overview

Schedly empowers organizations to streamline their scheduling processes with customizable event type confirmation messages. These messages are a critical touchpoint with your attendees, allowing personalization to improve engagement and satisfaction. Administrators can utilize dynamic placeholders, add specific event details, and localize messages for a global audience using Schedly's robust tools.

Prerequisites

  • Admin Role Required: Only users with the Admin role can create or modify confirmation messages.
  • Pro or Enterprise Plan: Access to all customization features requires a Pro Plan ($25/month) or an Enterprise Plan.

Step-by-Step Instructions

Editing Template Messages

  1. Navigate to Schedly Services and select Event Types.
  2. Choose the event type you want to customize and click Edit.
  3. Under the Confirmation Message section, click the Edit Template button.
  4. Use the text editor to modify the message template. Make sure to clearly convey event details and add a welcoming note.
  5. Click the blue Save button to keep your changes.

Adding Dynamic Placeholders

  1. While in the Edit Template mode, locate the Insert Placeholder dropdown.
  2. Select placeholders like {Attendee Name} or {Event Date} to personalize messages.
  3. Review how placeholders dynamically pull attendee data in the preview section.
  4. Save your template once placeholders are added to your satisfaction.

Including Additional Event Details

  1. In the same Edit Template section, ensure that crucial event information like location, time, and speaker details are added manually.
  2. Utilize the Bold Text formatting option for important details to make them stand out.
  3. Click Save to confirm message adjustments that include these details.

Localizing Messages for Different Regions

  1. Go to Settings > Regional Settings in your Schedly account.
  2. Set up different language options and regional formats as needed.
  3. Return to the Edit Template mode and choose the preferred language template from the Language dropdown.
  4. Modify the language-specific template to incorporate regional nuances and context.
  5. Save each localized version of your message.

Testing and Previewing Templates

  1. Click on the Preview button available in the template editing screen to view how the message appears.
  2. Ensure placeholders display correctly by reviewing sample data provided in the preview.
  3. Use the Send Test Email feature to see how the confirmation message might appear in inboxes.
  4. Make further adjustments if necessary and finalize by clicking Save.

Key Details & Limits

  • Requires Admin Access: Only Admin users can modify confirmation messages.
  • Pro/Enterprise Plan Required: Full feature set for customization is not available on the Basic Plan.
  • Includes Dynamic Placeholders: Placeholders automatically fill attendee data, such as names and event specifics.
  • Supports Multiple Languages: Multilingual customization requires prior language setup in Regional Settings.

Frequently Asked Questions

  1. Can I customize messages on the Basic Plan?
    • No, you need at least a Pro Plan for full customization capabilities.
  2. What happens if placeholders don't work?
    • Verify placeholders are input correctly from the dropdown in the template editor.
  3. How do I access the test email feature?
    • Use the Send Test Email option available in the template editor to simulate delivery.
  4. Can different event types have unique messages?
    • Yes, each event type can have its own customized confirmation message.
  5. How often can I edit confirmation messages?
    • There are no limits on how frequently you can edit your messages.

Troubleshooting

  • Placeholders appear as code in emails: Ensure all placeholders are correctly inserted via the Insert Placeholder dropdown.
  • Test email not sending: Confirm your email settings are correctly configured under Account Settings.

Related Topics

  • Creating Custom Event Types: Learn how to configure and manage new event types in Schedly.
  • Integrating Regional Settings: Step-by-step guide on customizing language and region formats.
  • Enhancing Attendee Experience: Tips and tricks for improving engagement through Schedly.
  • Managing Event Insights: How to use Insights to optimize your event management strategy.