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List of all outgoing system generated emails

Table of Contents

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” in Unassigned Calendar

Locations Settings > Calendar Settings > Open Calendar > Click on tab 3. Confirmation tab > Remove email(s) > Save


Note: If the calendar settings for auto confirmation and send appointment alert emails is enabled, appointment owners will receive appointment request emails. The developers are working on deploying a fix schedule for the next calendar update.

  • Appointment Review Request Email & SMS [Can be disabled] #

Note: When sending a review request, the person who is signed in will be the one listed as the sender of that message.

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] #

Note: When sending a email notification, the person who is signed in will be the one listed as the sender of that message.

  • 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 #

  • Customer’s End #

    • 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 #

  • Reset Password #

  • 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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