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    Understanding Appointment Notifications

    Understand what messages your clients receive when they book a call.

    For: All Users
    Time: 4 minutes

    Instructions

    1

    Default Calendar Notifications

    By default, COFFEE CRM calendars can send a basic acknowledgement email. You can check this in Settings > Calendars by editing the calendar and looking at the "Customization" tab.

    [SCREENSHOT NEEDED: Calendar Customization tab showing default acknowledgement]

    2

    Workflow Reminders (Recommended)

    For the best experience, notifications are usually handled by Workflows. Go to Automations > Workflows and look for a folder named "Appointment Reminders" or similar.

    [SCREENSHOT NEEDED: Workflows list showing appointment reminder workflow]

    3

    Reviewing the Sequence

    Open the workflow to see exactly when messages go out (e.g., 24 hours before, 1 hour before) and what they say.

    What Success Looks Like

    • You know where to view the reminder messages your clients receive.
    Last updated: 10/1/2026