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Notification Creation

Email notifications in Bookla allow you to send automated emails to both merchants and clients when specific booking events occur. This guide will walk you through creating and configuring email templates for different scenarios.

Template Types

Bookla supports two types of email templates:

Merchant Templates

These templates are sent to business owners and staff members to notify them about booking activities.

Key Features:

  • Template Type: Select "Merchant" from the dropdown
  • Event Type: Choose the trigger event (e.g., "Booking Confirmed", "Booking Cancelled", "Booking Rescheduled")
  • Recipients: Enter email addresses of staff members who should receive notifications
  • Subject Template: Customize the email subject line with dynamic variables
  • Body Template: Create the email content using the templating engine

Client Templates

These templates are sent directly to customers to confirm their bookings or provide updates.

Key Features:

  • Template Type: Select "Client" from the dropdown
  • Event Type: Choose when the email should be sent to the customer
  • Subject Template: Personalize the subject line for the customer
  • Body Template: Create customer-facing email content with booking details

Event Types

Choose from various booking events to trigger your email notifications:

  • Booking Confirmed - Sent when a new booking is confirmed
  • Booking Cancelled - Sent when a booking is cancelled
  • Booking Edited - Sent when a booking has been edited or rescheduled

Configuration Steps

  1. Select Template Type: Choose whether this template is for merchants or clients
  2. Choose Event Type: Select the booking event that will trigger this email
  3. Add Recipients (Merchant templates only): Enter email addresses separated by commas
  4. Create Subject Template: Write a subject line using dynamic variables like {{.clientFirstName}} or {{.service}}
  5. Design Body Template: Use the templating engine to create personalized email content
  6. Set Active Status: Toggle the template on/off as needed
  7. Create Template: Save your configuration

Template Variables

Your email templates can include dynamic variables that are automatically replaced with actual booking data:

  • {{.clientFirstName}} - Customer's first name
  • {{.clientLastName}} - Customer's last name
  • {{.clientEmail}} - Customer's email address
  • {{.company}} - Company name
  • {{.companyId}} - Company identifier
  • {{.service}} - Service name
  • {{.serviceId}} - Service identifier
  • {{.resource}} - Staff member or resource name
  • {{.resourceId}} - Resource identifier
  • {{.startDate}} - Appointment date
  • {{.startTime}} - Appointment start time
  • {{.endDate}} - Appointment end date
  • {{.endTime}} - Appointment end time
  • {{.bookingId}} - Unique booking identifier
  • {{.metaData}} - Additional metadata associated with the booking

Best Practices

Subject Lines

  • Keep subject lines concise and informative
  • Include key information like service name or appointment date
  • Use personalization with customer names when appropriate

Email Content

  • Start with a friendly greeting using the customer's name
  • Include all essential booking details
  • Provide clear next steps or contact information
  • Maintain a professional tone that matches your brand
  • Test templates with sample data before activating

Template Management

  • Create separate templates for different services if needed
  • Regularly review and update template content
  • Monitor email delivery and open rates
  • Keep backup copies of working templates

Example Templates

Booking Confirmation (Client)

Subject: Your Booking Confirmation - {{.startDate}}

Dear {{.clientFirstName}},

Your booking has been confirmed.

Booking Details:
Service: {{.service}}
Resource: {{.resource}}
Start Date: {{.startDate}}, {{.startTime}} - {{.endTime}}

We look forward to seeing you!

Best regards,
Your Team

New Booking Alert (Merchant)

Subject: New Booking Confirmation - {{.startDate}}

A new booking has been confirmed.

Booking Details:
- Client: {{.clientFirstName}} {{.clientLastName}}
- Service: {{.service}}
- Resource: {{.resource}}
- Start Date: {{.startDate}}, {{.startTime}} - {{.endTime}}
- Booking ID: {{.bookingId}}

Best regards

Once you've created your templates, you can use advanced features like conditional logic and custom variables. Learn more about these features in the Text Templating Engine guide.