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Transactional Emails Setup

Updated over 2 weeks ago

Accessing Transactional Emails

You can go to Transactional Emails, through Settings > Transaction emails under Communications 😊

List of Transactional Emails:

Booking emails

Email subject

Explanation

Who can this be sent to

Appointment cancellation notification

Appointment cancelation confirmation

Customer, business owner, instructor/practitioner

Appointment confirmation (in-person)

In-person appointment confirmation

Customer, business owner, instructor/practitioner

Appointment confirmation (online)

Virtual appointment confirmation

Customer, business owner, instructor/practitioner

Appointment reminder (in-person)

Reminder of in-person appointment

Customer, business owner, instructor/practitioner

Appointment reminder (online)

Remind of virtual appointment

Customer, business owner, instructor/practitioner

Class cancellation notification

Class has been canceled

Customer, business owner, instructor/practitioner

Class confirmation (in-person)

In-person class confirmation

Customer, business owner, instructor/practitioner

Class confirmation (in-person) from the waitlist

Client moved from the waitlist to a the class, so they have been confirmed for the in-person class

Customer, business owner, instructor/practitioner

Class confirmation (online)

Virtual class confirmation

Customer, business owner, instructor/practitioner

Class confirmation (online) from the waitlist

Client moved from the waitlist to a class, so they have been confirmed for the virtual class

Customer, business owner, instructor/practitioner

Class confirmation waitlist

Confirmation the client has been added to the waitlist

Customer, business owner, instructor/practitioner

Class reminder email (in-person)

Reminder to the client of their upcoming in-person class

Customer, business owner, instructor/practitioner

Class reminder email (livestream)

Reminder to the client of their upcoming virtual class

Customer, business owner, instructor/practitioner

Class spot open

An open spot has opened for a class

Customer, business owner, instructor/practitioner

Class updated (in person)

An in-person class was updated (new location, time, etc)

Customer, business owner, instructor/practitioner

Class updated (online)

A virtual class was updated (new Zoom link, time, etc)

Customer, business owner, instructor/practitioner

Customer canceled their appointment booking confirmation (with credit reimbursement)

Customer has canceled their appointment (and will receive their credit back)

Customer, business owner, instructor/practitioner

Customer canceled their class booking confirmation (with credit reimbursement)

Customer has canceled their class (and will receive their credit back)

Customer, business owner, instructor/practitioner

Customer canceled their event booking confirmation (with credit reimbursement)

Customer has canceled their attendance for an event (and will receive their credit back)

Customer, business owner, instructor/practitioner

Customer late canceled their appointment booking confirmation

Customer has late canceled their appointment based on your company policy

Customer, business owner, instructor/practitioner

Customer late canceled their class booking confirmation

Customer has late canceled their appointment based on your company policy

Customer, business owner, instructor/practitioner

Customer late canceled their event booking confirmation

Customer has late canceled their event based on your company policy

Customer, business owner, instructor/practitioner

Customer review request

Requesting a customer to complete a review of your business 🀩

Customer, business owner, instructor/practitioner

Event cancellation notification

Event has been canceled

Customer, business owner, instructor/practitioner

Event confirmation (in-person)

Confirmation of an in-person event

Customer, business owner, instructor/practitioner

Event confirmation (online)

Confirmation of a virtual event

Customer, business owner, instructor/practitioner

Event reminder email (in-person)

Reminder email of an upcoming in-person event

Customer, business owner, instructor/practitioner

Event reminder email (livestream)

Reminder email of an upcoming virtual event

Customer, business owner, instructor/practitioner

Substitute instructor notification

Notification to alert that the instructor of a class has been changed.

Customer, business owner, instructor/practitioner


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Purchase emails

Email subject

Explanation

Who can this be sent to

Bundle purchase confirmation

Customer has purchased a bundled package

Customer, business owner

Community purchase confirmation

Customer has purchased a Community

Customer, business owner

Pack purchase confirmation

Customer has purchased a pack

Customer, business owner

Referrer payout notification

Customer has received a payout for referring a friend based on your businesses referral policy

Customer, business owner

Retail product purchase confirmation

Customer has purchased a retail product

Customer, business owner

Subscription purchase confirmation

Customer has purchased a subscription/membership

Customer, business owner

Invoice Payment Failed

An subscription payment failed

Customer, business owner

Gift card emails

Email subject

Explanation

Actions

Gift card purchased as gift confirmation

Customer has purchased a gift card for a friend

Customer, business owner

Gift card purchase confirmation

Customer has purchased a gift card

Customer, business owner

Sender email address

​The send address is defaulted to no-reply@notifications.arketa.co.

If you are using the Marketing Suite, then you can use the domain you set up under Settings > Email > Email Domains. πŸ₯³ It will appear in the drop down once the domain has been verified.

Reach out to our Support team if you are interested in learning more about the Marketing Suite! 😊

Scheduling emails

Certain email templates that have a set time, such as an upcoming appointment, can have a time delay in order to remind the customer of an upcoming class, event or appointment!

You can select to have the email sent:

  • 24 hours before the time of the class, event, appointment, etc

  • 45 minute before the time of the class, event, appointment, etc

Applying the email to Business Owner, Instructors/Team Member or Client

Certain transaction emails can be applied to :

  • Customer initiated action (purchase, booking, cancelations, etc.)

  • Staff initiated actions on behalf of the client (purchase, booking, cancelations, etc.)

On the first page, select who the emails should be going to:
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3. Click "Save & Exit"

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