List of all outgoing system generated emails
Sub-Account/ Location Level
New Appointment Request
The “New Appointment Request” notifications are sent from the Unassigned Calendar and the Group Calendar.
How to disable "New Appointment Requests" for assigned users within Group Calendars
Locations Settings > Calendar Settings > Open Calendar > Click on tab 3. Confirmation tab > Save
How to disable "New Appointment Requests" for assigned users within Group Calendars
Locations Settings > Calendar Settings > Open Calendar > Click on tab 3. Confirmation tab > Save
Please Note:
Appointment Review Request Email & SMS - [Can be disabled]
Please Note:
If you are looking to send a review request from the contacts assigned user, please use the Workflows action “Send Review Request” to send a request on behalf of the assigned user.
Social Planner Reconnect expired token notification email - [Can be disabled]
Please Note:
New Review Email (Can be disabled)
Invoice payment attempt failed for the end customer:
Invoice payment successful by end customer:
Error in auto payment of a recurring template:
Skipping auto payment because the amount was manually updated for the invoice:
End customer:
Invoice is received:
Payment for an invoice is successful:
Payment attempt for an invoice has failed:
Upcoming auto payment information:
Auto payment failed for a recurring template:
Agency Level
Verification Code Email
New User Email Notification
Notify the agency when a user is added to an agency account or a location
Notify location when a user is added to a new account (location)
Notify a new user with a username & password when their account is created
Notify the agency when a new SaaS Sale happens
Notify the location after they sign up for SaaS
Payment Failed For The Client
New YEXT Sale Internal Email
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