Notification scenarios
Notification scenarios are booking events that trigger an email or SMS notification to be sent to Customers or subscribed Users. Some scenarios take place when you or a Customer take an action, such as a Customer making a booking. Some scenarios take place at a predefined time, such as pre-meeting reminder notifications.
In this article, you’ll learn about the different OnceHub Notification scenarios.
OnceHub Notification scenarios
Section titled “OnceHub Notification scenarios”| Description | Where the template is used | |
|---|---|---|
| Automatic booking | ||
| Booking made by Customer – Customer notification | Sent to the Customer when the Customer makes a booking. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking made by Customer – User notification | Sent to subscribed Users when the Customer makes a booking. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking with approval | ||
| Booking request made by Customer – Customer notification | Sent to the Customer when the Customer submits a booking request. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking request made by Customer – User notification | Sent to subscribed Users when the Customer submits a booking request. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking request approved by User – Customer notification | Sent to the Customer when a User approves a booking request. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking request approved by User – User notification | Sent to subscribed Users when a User approves the Customer’s booking request. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Calendar event | ||
| Calendar event – For the User and Customer | The calendar event can include any booking details and can be added to the Booking owner’s calendar and Customer’s calendar. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Reminders and follow-ups | ||
| First Customer reminder | Sent to the Customer at a predefined time prior to the meeting. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| First User reminder | Sent to subscribed Users at a predefined time prior to the meeting. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Second Customer reminder | Sent to the Customer at a predefined time prior to the meeting. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Second User reminder | Sent to subscribed Users at a predefined time prior to the meeting. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Third Customer reminder | Sent to the Customer at a predefined time prior to the meeting. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Third User reminder | Sent to subscribed Users at a predefined time prior to the meeting. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Follow-up message – Customer notification | Sent to the Customer at a predefined time after the meeting ends. Note: There is no prewritten text in the Default email or SMS template. The note you write for the Follow-up message will be the only text the customer will receive. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Follow-up message – User notification | Sent to subscribed Users when a follow-up message is sent to the Customer. Note: The Default template is a confirmation that an email was sent. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking cancellation | ||
| Booking canceled by Customer – Customer notification | Sent to the Customer when the Customer cancels a booking. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking canceled by Customer – User notification | Sent to subscribed Users when the Customer cancels a booking. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking canceled by User – Customer notification | Sent to the Customer when a User cancels a booking. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking canceled by User – User notification | Sent to subscribed Users when a User cancels a booking. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking reschedule | ||
| Booking rescheduled by Customer – Customer notification | Sent to the Customer when the Customer reschedules a booking. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking rescheduled by Customer – User notification | Sent to subscribed Users when the Customer reschedules a booking. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Reschedule requested by User – Customer notification | Sent to the Customer when a User requests to reschedule a booking. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Reschedule requested by User – User notification | Sent to subscribed Users when a User sends a reschedule request to the Customer. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking reassignment | ||
| Booking reassigned (previous User) | Sent to subscribed Users of the previous Booking page when a booking is reassigned from the page. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking reassigned (new User) | Sent to subscribed Users of the new Booking page when a booking is reassigned to the page. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking request cancellation | ||
| Booking request canceled by Customer – Customer notification | Sent to the Customer when the Customer cancels a booking request. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking request canceled by Customer – User notification | Sent to subscribed Users when the Customer cancels a booking request. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking request canceled by User – Customer notification | Sent to the Customer when a User cancels a booking request. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking request canceled by User – User notification | Sent to subscribed Users when a User cancels a booking request. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking request resubmission | ||
| Booking request resubmitted by Customer – Customer notification | Sent to the Customer when the Customer resubmits a booking request. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking request resubmitted by Customer – User notification | Sent to subscribed Users when the customer resubmits a booking request. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| Booking request resubmission requested by User – Customer notification | Sent to the Customer when a User requests a resubmission of the booking request. | Customer notifications section Found in Booking pages in the bar on the left → Event type → Customer notifications |
| Booking request resubmission requested by User – User notification | Sent to subscribed Users when a User requests the Customer to resubmit a booking request. | User notifications section Found in Booking pages in the bar on the left → Booking page → User notifications |
| User management | ||
| New user sign-up email – User notification | Sent to a new User to invite them to join your OnceHub account. | Adding Users Click on the Account gear menu and select Users → Add User button → Invitation email template |