Sending an Appointment Confirmation email

Appointment Confirmation emails are sent to customers immediately after you schedule their appointment. 

To send an Appointment Confirmation email, open the Opportunity you would like to send the confirmation to. Locate the Opportunity Information section, and find the Contacts portion. An email is required to be listed in the opportunity in order to send an email. Beside Email, click the envelope icon (✉️).

The Compose Email window will open. By default, it will have the customer's email already entered.

To send an Appointment Confirmation email, click Select a template (optional)... under Template. In the list, click Confirmation Appointment. The Message Body will automatically populate with the Appointment Confirmation  template and the customer's name.

Finally, you may click the ✉️ Send Email button located at the bottom right of the window.