Enhanced notifications for recurring appointments

Enhanced notifications for recurring appointments

Cogent CRM has updated how notifications work for recurring appointments. Previously, clients might have received multiple emails for a single series, or custom recurring appointments might not have sent notifications at all. These updates ensure clients receive clear, consolidated information, which helps maintain professional communication and reduces confusion regarding long-term scheduling.

1. Automatic Activation: No setup is required; these enhancements are live automatically for all newly booked or edited appointments.
2. Default Recurring Appointments: You will now see a single confirmation notification for the entire series rather than an email for every occurrence. However, individual reminders and follow-ups will still be sent for each specific appointment time.
3. Custom Recurring Appointments: These now trigger confirmation and unconfirmed notifications for the entire series. They also now support individual reminders and follow-ups for every scheduled instance.
4. Managing Changes: When rescheduling or canceling a custom recurring appointment, you can choose to notify the client about just that specific appointment, the entire series, or that appointment and all following ones.
5. Displaying Recurrence Details: To show clients the full pattern (such as "recurs every Thursday") in their notification, ensure your notification template includes the appointment date and time custom value.

Tip: Since these updates are applied automatically, no manual configuration is required to start using the improved notification logic.