Learn how to generate and send a list of future appointments to clients using Zanda.
Clients often request a list of their future or upcoming appointments. To facilitate this, Zanda offers a communication merge field that allows you to effortlessly create these lists for both email and printed formats.
In this article:
Setting Up a Template:
- Navigate to Tools > Communication > Templates, and choose the appropriate message type—either Email or Letter—based on how you plan to use the template.
- Fill out the template by adding your desired message in the Content section. In the merge fields dropdown, locate and select the {ListAllFutureAppointments} option to include the upcoming appointments.
- Please be aware that the template only needs to be set up once.
- Press Save.
Here’s an example of what your completed template might resemble.
Hi {ClientFirstName},
Please find below a list of your future appointments:
{ListAllFutureAppointments}
If any of these times do not suit you please contact us on: {BusinessPhone}.
Kind Regards,
{BusinessName}
Hint: for past appointments 💡
You can use the {ListAllPastAppointments} merge field for listing the client's past appointments instead..
Sending the Future Appointments list to Your Clients:
- In the client's profile scroll down to the Communication section.
- Select either New Email or New Letter.
- New Email: To email it directly to the client simply select the template from the drop-down box, scroll to the bottom of the page and click "Save And Send" (or "Save As Draft" if you'd like to send it later).
- New Letter: To generate your template as a letter so that you can print or save it as a PDF just select the template from the drop-down box and select either "Save And Send" (or "Save As Draft" if you plan on making some changes to it before you print/save it). The page should refresh and the "Print", "Word" and "PDF" options will appear - click whichever option you would like.