I'm not sure how to add conference phone line number to appointment confirmation and appointment reminder.


There are 3 ways to do it:

  1. Enter the number in My Account (the grey link in the upper right corner of your coach account screen) > tab "Communication Settings" > fields "Phone to display in appointment reminders". This will make the number appear in the appointment reminder if the replacement tag $APPOINTMENT_SESSION_PHONE$ is used in the reminder template (in My Account > tab "Notification Options & Templates"). This replacement tag is included by default in the preloaded appointment reminder template.
  2. You can simply edit the Reminder template in the section mentioned above to include your number.
  3. When you schedule an appointment you can type in the conference phone line into the "DESCRIPTION" of the appointment itself.  So when you click on the NEW APPOINTMENT Button and set the date, time, etc you'll see a box labeled "Description" and whatever you type in this box is also included in the body of the Appointment reminder.  PLUS... when your clients log in to your private website and view their specific appointments, they will also see the description of the appointment showing the conference phone number. This solution would be recommended if you have different numbers for different clients. In the first solutions above based on the reminder template, the number will be the same for everyone.
Have more questions? Submit a request


Powered by Zendesk