How do I include (or exclude) the link to the Call Strategy form in appointment confirmations and reminders?

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The replacement tag $CALL_STRATEGY_LINK$ (that generates a link to the Call Strategy form for an appointment type) can be used in the appointment notification templates (confirmations and reminders) that you create, edit and manage in CALENDAR > Notification Templates. The replacement tag can be inserted from the drop-down list of Replacement Tags in the editor menu. When the appointment confirmation or reminder is sent, the replacement tag will be converted into a link to the form that you assign as a call strategy form for a specific appointment type.

Important: You also need to make sure that the contacts to whom the appointment reminder is sent have permissions for that specific form (in CONTENT > Forms > specific form in edit mode > “Permitted”). If a client does not have permission for the respective form, the replacement tag $CALL_STRATEGY_LINK$ will not generate the link to the form in the reminder sent to the client.


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