{"id":36549,"date":"2023-02-22T21:10:24","date_gmt":"2023-02-22T21:10:24","guid":{"rendered":"https:\/\/crocoblock.com\/knowledge-base\/?post_type=features&#038;p=36549"},"modified":"2023-05-10T10:30:34","modified_gmt":"2023-05-10T10:30:34","slug":"appointment-confirmations-overv","status":"publish","type":"features","link":"https:\/\/crocoblock.com\/knowledge-base\/features\/appointment-confirmations-overv\/","title":{"rendered":"Appointment Confirmations"},"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>Fundamentally, appointment confirmation with <a href=\"https:\/\/crocoblock.com\/plugins\/jetappointment\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>JetAppointment<\/em><\/a><em> <\/em>allows you to send an email to the service provider where they can approve or cancel the appointment by following one of the presented links.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/confirm-zoom-call-email.png\" alt=\"confirm zoom call email\">\n\n\n\n<p>Now let\u2019s find out how to adjust this process to work like clockwork.<\/p>\n\n\n\n<p>Primarily, go to <strong><em>WordPress Dashboard &gt; Appointments &gt; Settings <\/em><\/strong>and open the <strong>Advanced <\/strong>tab.<\/p>\n\n\n\n<p>Pay attention to the <strong>Generate Confirmation URLs <\/strong>toggle. It is an essential feature to be enabled if you want to set up everything correctly.&nbsp;<\/p>\n\n\n\n<p>By activating it, you allow creating and storing a unique token for each appointment. Further, this token can be added to the URL to change the desired appointment without being tied to the user on the website.<\/p>\n\n\n\n<p>Therefore, once the user creates an appointment, a token and URLs for confirming and canceling will be recorded in the appointment metadata.<\/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\n\n\n<ul>\n<li><strong>Generate Confirmation URLs <\/strong>\u2014 activate this toggle to generate URLs for appointment confirmations and cancellations. They can be used later for emails and webhooks;<\/li>\n\n\n\n<li><strong>Confirmed Message <\/strong>\u2014 fill in the message displayed once the appointment has been approved;<\/li>\n\n\n\n<li><strong>Canceled Message <\/strong>\u2014 complete the message shown after the appointment cancellation.<\/li>\n<\/ul>\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\">Also, we can enable Zoom integration in the <strong>Integrations<\/strong> tab in case you want to be able to confirm\/cancel Zoom calls.<\/p><\/div><\/div>\n\n\n\n<p>Paste the credentials you can get once you create the Zoom <a href=\"https:\/\/marketplace.zoom.us\/docs\/guides\/build\/server-to-server-oauth-app\/#create-a-server-to-server-oauth-app\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Server-to-Server OAuth <\/a>app.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/jetappointments-zoom-integration-settings.png\" alt=\"jetappointments zoom integration settings\">\n\n\n\n<p>Find out more about the <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/appointment-workflows-overview\/\" target=\"_blank\" rel=\"noreferrer noopener\">Appointments Workflows<\/a> and <strong>Workflows <\/strong>tab to check how we can set up the email with a confirmation email.<\/p>\n\n\n\n<p>Create a new workflow by pressing the \u201c<strong>Add New Workflow<\/strong>\u201d button. Complete the fields according to your needs.<\/p>\n\n\n\n<p>Add a new action by pressing the samely named button.<\/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-1.png\" alt=\"jetappointment active workflow new action button\">\n\n\n\n<p>Adjust the \u201cSend Email\u201d <strong>Action<\/strong>. You can set it up similarly to the shown example to <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/how-to-integrate-zoom-calls-with-appointments-and-receive-gmail-notifications\/\" target=\"_blank\" rel=\"noreferrer noopener\">integrate the Zoom appointment confirmation<\/a>.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/confirmation-email-message.png\" alt=\"confirmation email message\">\n\n\n\n<p>Or, make these macros a part of the <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/confirming-the-appointments-via-link\/\" target=\"_blank\" rel=\"noreferrer noopener\">confirming usual appointment<\/a> via the link process.&nbsp;You don\u2019t need to activate the Zoom integration in the <strong>Integrations <\/strong>tab this time. Just complete the fields accordingly.<\/p>\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=\"appointment confirmation email settings\">\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\">Once the user confirms the appointment, its status becomes \u201cCompleted\u201d if it wasn\u2019t so before. Following the cancellation link allows the user to cancel the appointment even if they already approved it.<\/p><\/div><\/div>\n\n\n\n<p>That\u2019s how appointments look in the <strong><em>WordPress Dashboard &gt; Appointments <\/em><\/strong>directory. Check the complete <a href=\"https:\/\/crocoblock.com\/knowledge-base\/articles\/jetappointment-appointments-dashboard-overview\/\" target=\"_blank\" rel=\"noreferrer noopener\">Appointments Dashboard Overview<\/a>.<\/p>\n\n\n\n<p>Now the appointment\u2019s status is \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>After the appointment confirmation, the status is changed automatically 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\">&gt;\n\n\n\n<p>Though if the appointment is canceled, the user can\u2019t approve it by following the confirmation link. It is since the token is being deleted on this step to avoid confusion if somebody books an appointment simultaneously.<\/p>\n\n\n\n<p>Let\u2019s look at the email the service provider will get.<\/p>\n\n\n\n<img decoding=\"async\" src=\"https:\/\/crocoblock.com\/knowledge-base\/wp-content\/uploads\/2023\/02\/confirm-zoom-call-email.png\" alt=\"confirm zoom call email\">\n<\/div><\/div>\n\n\n\n<p>That\u2019s it for the appointment confirmation settings. Now you know how to adjust the settings to get the well-established system of sending messages for appointment confirmation.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Discover JetAppointment\u2019s feature to turn appointment confirmations into just a basic workflow on your WordPress website.<\/p>\n","protected":false},"author":12,"template":"","format":"standard","builder-category":[],"feature-category":[541],"article-category":[456],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Appointment Confirmations Overview - Help Center<\/title>\n<meta name=\"description\" content=\"Set up the WordPress appointment confirmations via the JetAppointment plugin functionality on your website in a few steps.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/crocoblock.com\/knowledge-base\/features\/appointment-confirmations-overv\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Appointment Confirmations Overview - 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