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Transactional Emails Setup
Updated over 4 months ago

Accessing Transactional Emails

To get started, make sure you have the Transactional Emails turned on your account. To do this, go to Settings > General Business Settings, then toggle on " Enable new version of transactional emails"

After you toggle on this option, 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

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

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

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.)

You can toggle on or off these options to include both actions, some of the actions or none of the actions so you can further customize when the email is sent 😊


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