How do I set up automatic scheduling notifications?


The first step to setting up applicant notifications is to create your message templates. Navigate to Schedule and Notifications and click on the button Message Templates.


There are several template variables that you can use specific to scheduling that will populate with the information specific to the applicant: Session Scheduling End Date, Program Name, Session Name, Slot Date/Time, Session Scheduling Open Date, Session Start Time, etc.

Once you’ve created your message, click on Save as Template and name the message.



Next, back in the notifications table, click the Add + button.


Here you can name your notification, select a condition, and assign a message template. The available conditions that "trigger" pre-determined notifications to get sent out to applicants can be viewed in the guide: What are the different notification conditions?



By default, if an applicant replies to a scheduling notification email/message, all account owners will receive the reply via email. To setup one or more users to manage all replies, check the box next to the notification and click Group Actions then Assign. The selected users will now appear in the "Notify Users" column.



IMPORTANT: The final step is to assign the notifications to your schedules and sessions. When viewing the schedule or session, select the + sign next to Notifications Assigned, check the box next to the notification(s) that you want to assign, then click Save. This can also be done in bulk via the Bulk Assign Session Notifications button when viewing all sessions - make sure to check the box next to the Notifications AND all sessions on this screen as shown below. 



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