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Add appointment to diary

Could we add an option to confirmation emails to be able to add the appointment to outlook/google calendar etc?

Status: Completed1 comment

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Comments1

  • Cloudia Barr

    Team•

    Oct 12

    Hi Rhianon,

    Thanks for the suggestion! Good news, this is already possible. You can add a link to your confirmation and reminder emails that lets clients add the appointment to their own calendar, using the add_to_calendar_link merge tag. Here’s how:

    Step 1: Go to Account > Account & Organisation > Customise, then open the Communications tab.

    Step 2: Choose the email you’d like to change from the Email Template drop-down, for example Standard appointment confirmation.

    Step 3: Click add_to_calendar_link to copy it, paste it where you’d like the link to appear in the email, then click Save Changes at the bottom of the page.

    When a client clicks the link, they’ll see their appointment details and can add it to Apple, Google, Microsoft 365, Outlook or Yahoo, or download an iCal file:

    It works just like the cancel and reschedule links, so our article How to use the Cancel, Reschedule and Add to Calendar Links in Emails walks through the same steps, including templates you’ve customised for a specific appointment type:

    https://support.rehabguru.com/en/articles/14495356-how-to-use-the-cancel-reschedule-and-add-to-calendar-links-in-emails

    If you’d also like your appointments to show in your own Google or Outlook calendar, calendar sync handles that. These articles explain how to connect it:

    Integrating Google Calendar: https://support.rehabguru.com/en/articles/10130302-integrating-google-calendar

    Integrating Microsoft 365: https://support.rehabguru.com/en/articles/10130390-integrating-microsoft-365

    Hope that helps, and do shout if you get stuck!

    Cloudia

  • Linked to Calendar sync