General

The Notification application is used to configure how and when SMS messages and/or emails should be sent to Customers and Staff members. For more information, see “Configuration” .

• Make sure that you are using an email / sms provider that can handle a heavy load, where the system frequently checks for newly registered Appointments. For example (depending on the configuration), the system will check for new Appointments every 5 minutes and then send out sms messages for all of the Appointments that were booked during those 5 minutes, in a rapid succession.

As sms provider, we recommend Beepsend. For more information, see “Beepsend” .

• Make sure that you have added the Notification unit type to your configuration and configured it correctly. For more information about the unit type, see the Standard Unit Type’s Guide, found on Qmatic World.

If you are running an upgraded system, the unit type can be found here, after central upgrade: <Orchestra install dir>/conf/unittemplates/R61.

1. When the Appointment is booked - settings are done in the Appointment Confirmation sub tab.

2. A defined number of hours, and/or minutes (it’s possible to set two reminders) before the actual Appointment start time - settings are done in the Appointment Reminder sub tab.

3. To cancel one or several Appointments, due to for example a Branch being closed, or a staff member being ill - settings are done in the Appointment Cancellation sub tab.

If a phone number is added to the Visit, or a Customer with a phone number is related to the Visit, the Customer will get an SMS once his/her Visit is in a certain position in the Queue. The position in the Queue is defined in the Notifications unit type.

The field where to find the phone number is also defined in the Notifications unit type. For more information about the Notifications unit type, please see the Standard Unit Types Guide, found on Qmatic World.

If a phone number is added to the Visit, or a Customer with a phone number is related to the Visit, an SMS is sent to the Customer, just after the Visit is created.

The field where to find the phone number is defined in the Notifications unit type.

If a phone number is added to the Visit, or a Customer with a phone number is related to the Visit, an SMS can be sent to the Customer, just after the Visit is ended.

The field where to find the phone number is defined in the Notifications unit type.

SLA alerts are sent to Staff members, once the defined Service Level Agreement (SLA) has been reached. The alerts are sent to Users with a specific Role.

The parameter Enable SLA Alerts has to be checked in the Notifications unit type, in order for SLA alerts to be sent.

If enabled, Arrival Alerts are sent to Staff members, once a Customer arrives to a specified Queue or Service. The alerts can be sent to Users with a specific Role.

The parameter Enable Arrival Events has to be checked in the Notifications unit type, in order for Arrival Alerts to be sent.