Create an Email Template for Self-Service Cancellation
Send your patients an automated email alert when their appointment has been
canceled.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud |
| User Permissions Needed | |
|---|---|
| To use self-service appointment scheduling: |
OmniStudio in Lightning Experience Patient AND AppointmentScheduling on Health Cloud |
- From Setup, in the Quick Find box, enter Email Templates, then select Classic Email Templates.
- Click New.
- Give your template a name. For example, Appointment Cancellation.
-
Click Edit HTML Version and create the content for the email, then save.
Here's an example:
1<html> 2 <head> 3 <meta http-equiv="Content-Type" content="text/html; charset=utf-8"> 4 <style type="text/css"> 5 a{ 6 color: #5e5e5e; 7 } 8 9 *{ 10 font-family: Verdana, Geneva, sans-serif; 11 font-size: 16px; 12 } 13 </style> 14 </head> 15 16 <body leftmargin="0.5" topmargin="0" marginwidth="0" marginheight="0"> 17 <p style="font-size: 16px; margin: 1em 0 0;">Dear {!ServiceAppointment.CreatedBy},</p> 18 <p style="font-size: 16px; margin: 1em 2 0;">We're confirming that you have canceled your appointment scheduled for {!ServiceAppointment.SchedStartTime}. <br/></p> 19 <p style="font-size: 16px; margin: 1em 0 0;">Thanks,<br/>Salesforce Health Cloud<p> 20 <p> 21 <img width="100" src="https://seekvectorlogo.com/wp-content/uploads/2017/12/salesforce-vector-logo-small.png" style="width: 12%"/> 22 </p> 23 </body> 24</html> - From Setup, in the Quick Find box, enter Email Alerts, then select Email Alerts.
- Click New.
- Give your new email alert a name. For example, Appointment Cancellation.
- Select Service Appointment Owner and Record Creator from Available Recipients and move them to Assigned Recipients, then save.
Now your patients get an automated email alerting them when their appointment has been
canceled.