Advanced Settings: Calendars and Appointments

Appointment Type Templates

Sometimes you may need or want to use different Appointment Types to the default Types provided by Rex. For this reason, you can create your own custom Appointment Type Templates and Confirmations. 

Please note: You do not need to include your email signature at the end of the confirmation templates. Email confirmations will automatically append the organiser’s email signature.

To add your own custom Appointment type:

1. From Advanced Settings, go to Calendars & Appointments
2. Click on the Plus icon in the top left corner
3. Enter your Appointment Name E.g. Sales Meeting
4. Set the Default Duration E.g. 30 minutes
5. Choose whether your Guests will appear Free or Busy by default
6. Click Save or to add a Confirmation message, select Confirmations at the top

To then add your own custom Confirmation message:

1. Click on Confirmations
2. Choose how you would like to send confirmations from the drop down menu.

The options available are: 

• Don’t Send Confirmations
• SMS
• Email
• SMS and Email

1. Tick the box if you would like to be able to edit confirmations before sending
2. Enter a subject 
3. Edit the Email Text to include the relevant content. You can also include Merge Tags in the text by clicking on the + next to Add Merge Tag
4. Click Save

Please note; Each Category will have a different list of available merge tags. Ie; The Listing (Pricing) category will have tags specific to Pricing on the Listing record, while the Calendar Appointment Details category will have tags specific to the Calendar Appointment. You will need to choose the category accordingly. 

We suggest having a run through all the available merge tags and running a test to ensure you have selected the appropriate merge tags.