Concierge Meetings Notifications

Feature Purpose:

Concierge meeting notifications ensure that when an Organizer performs an action on a meeting, specific email templates and notifications are triggered instead of the regular ones. This provides clear communication to participants about meeting changes made by the Organizer.

Working with this Feature:

  1. Organizer Actions and Custom Email Templates

  • When a meeting action (appointment, confirmation, rescheduling, or cancellation) is performed by the Organizer, special email templates are used instead of regular ones.

  • These email templates are managed in the Admin Panel under: Meeting Formats > Concierge Meetings > Email templates (/admin/appointments/emails)

  1. Available Email Templates

  • Meeting appointed by Organizer

  • Meeting confirmed by Organizer

  • Meeting rescheduled by Organizer

  • Meeting canceled by Organizer

  • These templates include standard variables like in regular meeting emails but are extended with the Organizer’s details:

  • admin_name (Organizer’s name)

  • admin_email (Organizer’s email)

  1. Notifications for Both Participants

  • When the Organizer takes any of the following actions, both sides receive a notification:

  • Meeting appointed by Organizer

  • Meeting confirmed by Organizer

  • Meeting rescheduled by Organizer

  • Meeting canceled by Organizer

  • The notification structure follows this format:

“Meeting was appointed/confirmed/rescheduled/canceled between **** and **** by admin_name.”

image-20240418-160653.png
Example of notification



Troubleshooting:

  1. Emails Not Sent

  • Verify that the correct email templates are configured under /admin/appointments/emails.

  • Ensure that email notifications are enabled in the system settings.

  1. Notifications Not Received by Participants

  • Confirm that both meeting participants have valid email addresses associated with their accounts.

  • Check if the action was performed by the Organizer—regular meeting actions by users trigger different notifications.

  1. Incorrect or Missing Organizer Details in Emails

  • Ensure that the email templates include the correct admin_name and admin_email variables.

  • If the details are missing, verify that the Organizer’s account has the necessary information filled in.