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

  1. From Setup, in the Quick Find box, enter Email Templates, then select Classic Email Templates.
  2. Click New.
  3. Give your template a name. For example, Appointment Cancellation.
  4. 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>
  5. From Setup, in the Quick Find box, enter Email Alerts, then select Email Alerts.
  6. Click New.
  7. Give your new email alert a name. For example, Appointment Cancellation.
  8. 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.