{"id":30223,"date":"2022-11-04T21:16:09","date_gmt":"2022-11-04T21:16:09","guid":{"rendered":"https:\/\/crocoblock.com\/knowledge-base\/articles\/confirming-the-appointments-via-the-link\/"},"modified":"2026-03-18T07:35:06","modified_gmt":"2026-03-18T07:35:06","slug":"how-to-confirm-appointments-via-link","status":"publish","type":"article","link":"https:\/\/crocoblock.com\/knowledge-base\/jetappointment\/how-to-confirm-appointments-via-link\/","title":{"rendered":"How to Confirm Appointments via Link"},"content":{"rendered":"\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>If you want to send an email notification about the appointment details and let the users confirm or cancel the upcoming appointment, continue reading to find out about the whole process.<\/p>\n\n\n\n<p>In the aftermath, you can get a similar result.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/confirm-service-appointment-email-1.png\" alt=\"confirm service appointment email\">\n\n\n<div class=\"note-banner d-flex border-bold border-jetthemecore rounded overflow-hidden p-20\"><div class=\"mr-12\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M9 21C9 21.5 9.4 22 10 22H14C14.6 22 15 21.5 15 21V20H9V21ZM12 2C8.1 2 5 5.1 5 9C5 11.4 6.2 13.5 8 14.7V17C8 17.5 8.4 18 9 18H15C15.6 18 16 17.5 16 17V14.7C17.8 13.4 19 11.3 19 9C19 5.1 15.9 2 12 2Z\" fill=\"#F2D23C\"\/><\/svg><\/div><div class=\"d-flex flex-column\"><div class=\"text-900 mb-12\">Things to know<\/div><p class=\"m-0\">This guide is based on a <a href=\"https:\/\/crocoblock.com\/dynamic-templates\/medcenter\/\" target=\"_blank\" rel=\"noopener\"><strong>Medcenter dynamic template<\/strong><\/a>. After its installation, the services and provider custom post types are already configured.<\/p><\/div><\/div>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"activate-confirmation-urls\">Activate Confirmation URLs<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>Navigate to <strong><em>WordPress Dashboard &gt; Appointments &gt; Settings<\/em><\/strong>, and open the <strong>Advanced <\/strong>tab.<\/p>\n\n\n\n<p>Here, activate the <strong>Generate Confirmation URLs <\/strong>switcher to create and store the unique token for each appointment. This token can be attached to the needed appointment without being tied to the particular user.<\/p>\n\n\n\n<p>As soon as the user books an appointment, a token and confirmation\/cancellation URLs will be stored in the appointment metadata.<\/p>\n\n\n\n<p>Fill in the <strong>Confirmed Message <\/strong>and <strong>Cancelled Message <\/strong>fields to show a user the given message once the appointment has been confirmed or cancelled.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/generate-confirmation-urls-settings.png\" alt=\"generate confirmation urls settings\">\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"set-appointment-workflows\">Set Appointment Workflows<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\"><div class=\"note-banner d-flex border-bold border-jetthemecore rounded overflow-hidden p-20\"><div class=\"mr-12\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M9 21C9 21.5 9.4 22 10 22H14C14.6 22 15 21.5 15 21V20H9V21ZM12 2C8.1 2 5 5.1 5 9C5 11.4 6.2 13.5 8 14.7V17C8 17.5 8.4 18 9 18H15C15.6 18 16 17.5 16 17V14.7C17.8 13.4 19 11.3 19 9C19 5.1 15.9 2 12 2Z\" fill=\"#F2D23C\"\/><\/svg><\/div><div class=\"d-flex flex-column\"><div class=\"text-900 mb-12\">Things to know<\/div><p class=\"m-0\">Except for regular appointments, you can <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/how-to-integrate-zoom-calls-with-appointments-and-receive-gmail-notifications\/\" target=\"_blank\" rel=\"noopener\"><strong>integrate Zoom calls with appointments and receive Gmail notifications<\/strong><\/a> by using JetAppointment.<\/p><\/div><\/div>\n\n\n\n<p>We proceed to <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/appointment-workflows-overview\/\" target=\"_blank\" rel=\"noreferrer noopener\">Appointment Workflows<\/a> by following the similarly named tab in the same settings dashboard.<\/p>\n\n\n\n<p>Hit the \u201c<strong>Add New Workflow<\/strong>\u201d button. As the two dropdown fields, <strong>Event <\/strong>and <strong>Start<\/strong>, appear, set the desired values.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"sending-emails-with-links-workflow\">Sending Emails with Links Workflow<\/h3>\n\n\n\n<p>Now we leave the default \u201cAppointment Created\u201d <strong>Event <\/strong>and \u201cImmediately\u201d <strong>Start <\/strong>to begin the event directly once the appointment has been booked.<\/p>\n\n\n\n<p>Press the \u201c<strong>New Action<\/strong>\u201d button to regulate the precise workflow action.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/jetappointment-active-workflow-new-action-button.png\" alt=\"jetappointment active workflow new action button\">\n\n\n\n<p>Complete the <strong>Action name<\/strong>, set the \u201cSend Email\u201d <strong>Action, <\/strong>and head to the <strong>Email to <\/strong>field. Click the \u201c<strong>Dynamic Tags<\/strong>\u201d button next to the field bar.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/dynamic-tags-button-in-the-appointment-confirmation-action.png\" alt=\"dynamic tags button in the appointment confirmation action\">\n\n\n\n<p>Find the \u201cProvider Meta Field\u201d macro and press on it to open additional settings.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/email-to-dynamic-tags-options.png\" alt=\"email to dynamic tags options\">\n\n\n\n<p>In the <strong>Meta Field to Get<\/strong> field, paste the slug of the field where the provider email is stored.&nbsp;<\/p>\n\n\n\n<p>Press the \u201c<strong>Apply<\/strong>\u201d button to save the custom macro.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/meta-field-to-get-field-completed.png\" alt=\"meta field to get field completed\">\n\n\n\n<p>Determine the <strong>Email Subject<\/strong>, <strong>Sent from email<\/strong>, and <strong>Sent from name <\/strong>fields.<\/p>\n\n\n\n<p>Hit the \u201c<strong>Dynamic Tags<\/strong>\u201d button next to the <strong>Email Message <\/strong>field.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/email-message-dynamic-tags-button-in-the-appointment-confirmation-action.png\" alt=\"email message dynamic tags button in the appointment confirmation action\">\n\n\n\n<p>Here, find the \u201cCancel Appointment URL\u201d and \u201cConfirm Appointment URL\u201d macros and click on them to add to the <strong>Email message<\/strong>.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/confirm-and-cancel-appointments-macros.png\" alt=\"confirm and cancel appointments macros\">\n\n\n\n<p>The ultimate result should look similar to the following picture. We have customized a message not only with a macro but also with additional text.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/appointment-confirmation-email-settings.png\" alt=\"appointment confirmation email settings\">\n\n\n\n<p>Optionally, you can customize the look of your message by adding HTML markup and using inline styles within this code.<\/p>\n\n\n\n<p>For example, we paste the following piece of code in the <strong>Email Message <\/strong>to make our links included in the buttons:<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>&lt;a style=\"border-radius:5px; padding: 7px 15px;background:#f00;text-decoration: none;color:#fff;margin-bottom: 10px;display: inline-block;\" href=\"%confirm_url%\"&gt;Confirm&lt;\/a&gt;&lt;\/br&gt;\n\n&lt;a style=\"border-radius:5px; padding: 7px 15px;background:#f00;text-decoration: none;color:#fff;margin-bottom: 10px;display: inline-block;\"  href=\"%cancel_url%\"&gt;Cancel&lt;\/a&gt;<\/code><\/pre>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/customized-appointment-confirmation-email-settings.png\" alt=\"customized appointment confirmation email settings\">\n\n\n\n<h3 class=\"wp-block-heading\" id=\"confirmation-workflow\">Confirmation Workflow<\/h3>\n\n\n\n<p>Furthermore, you can set other workflow actions if desired.&nbsp;<\/p>\n\n\n\n<p>Let\u2019s assume you want to send the email to the user who booked an appointment right after they pressed the \u201c<strong>Submit<\/strong>\u201d button.<\/p>\n\n\n\n<p>Fill in the <strong>Action name <\/strong>field, leave the \u201cSend Email\u201d <strong>Action<\/strong>,<strong> <\/strong>and select the \u201cAppointment User Email\u201d macro as the <strong>Email to <\/strong>option.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/user-notification-action-email-to-field.png\" alt=\"user notification action email to field\">\n\n\n\n<p>Complete the rest of the fields with the needed information.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/user-notification-action.png\" alt=\"user notification action\">\n\n\n\n<p>Another workflow we set is the email sent to the client when the provider has confirmed the appointment.<\/p>\n\n\n\n<p>Push the \u201c<strong>New Workflow Item<\/strong>\u201d button to build a new workflow.<\/p>\n\n\n\n<p>This time, set the \u201cAppointment Status Changed\u201d <strong>Event <\/strong>and \u201cCompleted\u201d <strong>New Status<\/strong>. Leave the \u201cImmediately\u201d option as the <strong>Start<\/strong> and click on the \u201c<strong>New Action<\/strong>\u201d button.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/completed-appointment-status-workflow.png\" alt=\"completed appointment status workflow\">\n\n\n\n<p>Set the <strong>Action name <\/strong>and leave the \u201cSend Email\u201d <strong>Action<\/strong>. Hit the \u201c<strong>Dynamic Tags<\/strong>\u201d button by the side of the <strong>Email to <\/strong>field.<\/p>\n\n\n\n<p>Press the \u201cAppointment User Email\u201d option to send an email to the user who booked an appointment.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/service-approval-email-to-appointment-user-email.png\" alt=\"service approval email to appointment user email\">\n\n\n\n<p>Customize all the other information as necessary.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/service-approval-action.png\" alt=\"service approval action\">\n\n\n\n<p>Let\u2019s also email the doctor with the appointment date and time.<\/p>\n\n\n\n<p>You can specify the email field as part of the \u201cProvider Meta Field\u201d macro in the <strong>Email to <\/strong>field.<\/p>\n\n\n\n<p>Set <strong>Email subject<\/strong>. For instance, it can be completed with the \u201cService Title\u201d macro.<\/p>\n\n\n\n<p>Complete the following <strong>Sent from email <\/strong>and <strong>Sent from name <\/strong>fields with the desired values, and move to the <strong>Email message<\/strong> field.<\/p>\n\n\n\n<p>Here, we paste the %appointment_start|format_date(F j, Y g:i)% macro to show the appointment date in the email, define the <strong>Date format,<\/strong> and paste it into the field.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/doctor-notification-action.png\" alt=\"doctor notification action\">\n\n\n\n<h3 class=\"wp-block-heading\" id=\"cancellation-workflow\">Cancellation Workflow<\/h3>\n\n\n<div class=\"note-banner d-flex border-bold border-jetthemecore rounded overflow-hidden p-20\"><div class=\"mr-12\"><svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M9 21C9 21.5 9.4 22 10 22H14C14.6 22 15 21.5 15 21V20H9V21ZM12 2C8.1 2 5 5.1 5 9C5 11.4 6.2 13.5 8 14.7V17C8 17.5 8.4 18 9 18H15C15.6 18 16 17.5 16 17V14.7C17.8 13.4 19 11.3 19 9C19 5.1 15.9 2 12 2Z\" fill=\"#F2D23C\"\/><\/svg><\/div><div class=\"d-flex flex-column\"><div class=\"text-900 mb-12\">Things to know<\/div><p class=\"m-0\">You can set a similar user notification for the case when the appointment has been cancelled. Change the <strong>New Status<\/strong> to \u201cCancelled\u201d and repeat the previous steps.<\/p><\/div><\/div>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/cancelled-appointment-status-workflow.png\" alt=\"cancelled appointment status workflow\">\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"check-emails\">Check Emails<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>Once the appointment has been booked, the provider gets an email with confirmation and cancellation links. In our case, it\u2019s the doctor\u2019s email.<\/p>\n\n\n\n<p>The doctor can confirm or cancel the upcoming meeting.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/confirm-service-appointment-email-1.png\" alt=\"confirm appointment email\">\n\n\n\n<p>Or, if you have used inline stylization, the email can look like this:<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/customized-confirm-service-appointment-email.png\" alt=\"customized confirm service appointment email\">\n\n\n\n<p>At the same time, the client gets an email notifying them that they have to wait for appointment approval.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/service-appointment-notification.png\" alt=\"service appointment notification\">\n\n\n\n<p>If the doctor approves the appointment, the client receives a corresponding email.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/appointment-is-approved-email.png\" alt=\"appointment is approved email\" >\n\n\n\n<p>After the confirmation, the doctor receives an email as well.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/provider-time-notification-email.png\" alt=\"provider time notification email\">\n\n\n\n<p>If they cancel the booking, the client gets a matching email.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/canceled-appointment-email.png\" alt=\"cancelled appointment email\">\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"review-appointment-status\">Review Appointment Status<\/h2>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p>Go to <strong><em>WordPress Dashboard &gt; Appointments <\/em><\/strong>to check the appointment status.<\/p>\n\n\n\n<p>The first case is when an appointment has just been booked. Its status is now \u201cPending.\u201d<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/appointment-pending.png\" alt=\"appointment pending\">\n\n\n\n<p>Once the provider confirms the appointment by following the email confirmation link, the status changes to \u201cCompleted.\u201d<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/appointment-completed.png\" alt=\"appointment completed\">\n\n\n\n<p>But if the provider cancels the appointment, the status will be changed to \u201cCanceled.\u201d<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/appointment-cancelled.png\" alt=\"appointment cancelled\" >\n\n\n\n<p>If you have an \u201cAdmin\u201d user role, you can change the status anytime in the same dashboard menu.<\/p>\n<\/div><\/div>\n\n\n\n<p>That\u2019s it; now you know how to adjust the email sending to the provider and client of the needed service using <em>JetAppointment <\/em>features.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Send emails about upcoming appointments easily with the JetAppointment plugin for WordPress. Adjust the confirmation\/cancellation system via the email links.<\/p>\n","protected":false},"author":1,"featured_media":0,"template":"","format":"standard","builder-category":[],"article-category":[456],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Confirm Appointments via Link - Help Center<\/title>\n<meta name=\"description\" content=\"Discover how to adjust the WordPress appointment confirmation with the help of the JetAppointment plugin. 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