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Calendar Appointment Notification

Tuned Listener
Posts: 17
Country: United States

Calendar Appointment Notification

I've been trying to send email notifications to all my appointments for a given day.  I'm a doctor and frequently have 30 patients scheduled.  I'd like to send a reminder including Date of Appointment, Time of Appointment, and Type of Appointment.  I've looked at Add Ons like Swiftpage and am trying to find a way to access the fields mentioned above so that I can include them in the email reminder template.  I'd also like to do this as a batch, based on a lookup, rather than sending each reminder (30 in one day) separately.

 

I'm using Durkin Calendar Plus which does not have this capability.

 

Thanks for any help or suggestions.

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Calendar Appointment Notification

The only way to merge a field into an email template at this time, Act! or Swiftpage or other, is to merge a discreet field.  None of the tools as far as I know allow for merging from a scheduled activity.

 

So, you could create the fields you describe on the contact record, and this will allow the kind of merge you describe.  The challenge will then become managing both those fields and the activities that you are likely scheduling for your calendar...