Modify Notification Preferences for Team Events

Overview

Notifiying your team about upcoming events or changes effectively can be critical for business operations. With Schedly, you can configure how and when notifications are sent for team events, ensuring precise communication. This guide will help you navigate team notification settings, set up custom notification triggers, select the best communication channels, edit notification templates, and test notification workflows.

Prerequisites

• Ensure you have Admin access as only Admins can configure notification preferences.
• A current Pro or Enterprise Plan is required to access team management features.

Step-by-Step Instructions

Access Team Notification Settings

1. Log in to your Schedly account using the main login page.
2. Navigate to Settings, then select Teams from the sidebar.
3. Select the team for which you want to configure notifications.
4. Click on the Notification Settings tab.

Set Up Custom Notification Triggers

1. Under the Notification Settings tab, find the Triggers section.
2. Click Add Trigger.
3. Choose the event types that should activate this trigger from the dropdown list.
4. Set the conditions for the trigger, such as time before or after the event.
5. Save your settings by clicking the Save Trigger button.

Select Communication Channels

1. In the Channel Preferences section of the Notification Settings tab, tick the boxes for preferred channels, including Email, SMS, or Push Notifications.
2. For each selected channel, configure specific settings such as frequency or secondary conditional messages.
3. Ensure changes are saved by clicking the Save Channels button.

Edit Notification Templates

1. Under the Templates section, select the message template you wish to edit.
2. Customize the message using available placeholders for dynamic content (such as {EVENT_NAME}, {DATE}, etc.).
3. Click Preview to view the updated message format.
4. Save the template using the Save Template button.

Test Notification Workflows

1. In the Testing section, enter the email addresses or phone numbers to send test notifications.
2. Choose the templates and triggers you want to include in the test.
3. Click Send Test to initiate your test notifications.
4. Verify that notifications are delivered correctly and make adjustments if necessary.

Key Details & Limits

• Only Admins can alter notification settings.
• Pro or Enterprise Plan required for team notification settings.
• Notifications can be triggered by event types, which need configuration under Schedly Services.
• Templates support dynamic placeholders for event-specific details.

Frequently Asked Questions

1. How do I access team notification settings? Navigate to Settings > Teams, then select Notification Settings.
2. Can I use SMS for notifications? Yes, configure SMS in the Channel Preferences section.
3. How do I test a notification without sending it to team members? Use the Testing section to send yourself test notifications.
4. What notification channels are available? Email, SMS, and Push Notifications.
5. How can I preview notification templates? Select the template in the Templates section and click Preview.

Troubleshooting

• Notifications not sending? Ensure triggers are correctly configured and that the communication channels are enabled.
• Emails not received? Check your spam folder and verify the email address in the test section.

Related Topics

• Managing Teams in Schedly: Learn how to add and manage team members within Schedly.
• Creating Custom Event Types: Set up and manage different event types for your organization.
• Understanding Schedly Insights: Gain insights from booking data to optimize event management.