Email & Notification options for OLR (Confirm/deny & Staff notifications)

Email & Notification options for OLR (Confirm/deny & Staff notifications)

These are the different email and notification settings you'll want to get setup for OLR. These apply both for you and your staff along with your customer notifications. 



Email notifications for you and your staff when new OLR appointments are made: 



This can be helpful if you have email setup on your shop computer with an audible alert or on phones/tablets. When new reservations are received into the system, emails will be sent and can notify staff of new reservations. 



If you would like to receive email notifications to one or multiple email addresses when new OLR appointments are received login to Live Access and navigate to the Online Reservations menu and click OLR Settings. 


At the top of the settings page, choose the "General" tab and the "Email Settings" tab.




The first section contains the "Staff email notification" settings. 


Place a check mark in the options you wish to enable. Then add either one or multiple email addresses. (Separate email addresses by semicolons.)



Don't forget to save your changes at the top before exiting this page.


Welcome to Client Portal Email Setup

If you would like to send a "Welcome" email to your clients as they signup and are approved for the Client Portal, you'll need to enable this option. 


In Live Access navigate to Online Reservations, OLR Settings, General tab and click the Email Settings tab. 




Scroll to the bottom area and you'll see the "Client email notification options for Client Portal."


Place a check mark next to the "Send the following welcome email to clients on approval"


Then below you'll see the default message. You may edit this message or keep it the same. Please note the following:



The following bracketed words insert that specified content:


[[ClientName]] will insert the customers name automatically. 

[[BusinessName]] will insert your business name automatically. 

[[LoginButton]] will insert a login button with your URL so clients can go login. 




HYPERLINKING: 


This message allows for you to insert a hyperlink (link to external website.) To do this simply use the following format:


[Name of website or text goes here:link to website goes here]


Example: [visit us on Facebook:https://facebook.com/kennelconnection]



You can see that the Facebook link is hyperlinked in the welcome message:




Don't forget to save your changes at the top before exiting this page.





Enabling the "Send denial" email option for each module (Boarding, Grooming Daycare)



If you wish to have the option to send a denial email when you deny bookings, you must enable this option. 


Login to Live Access and navigate to the Online Reservations menu and click OLR Settings. This is per module so if you want to enable this for all modules that you use OLR for, you'll need to repeat this step for each one. In this example, we'll use boarding. 


Click on boarding tab and scroll to the bottom. You'll see the "Email settings" section. 


Check the option to enable it. The message you see there will be the default message.  If you have "require approval" enabled for reservations, you'll be able to send this default message OR customize it at the time of denial. 


Please note if customizing the message: 


[[ClientName]] will place the customers name they used at signup in the email.


[[Module]] will place the module name in the email (Boarding, Grooming, Daycare)


[[PetNames]] will add the clients pet names to the email.


[[AppointmentDate]] will add the requested appointment dates to the email.





Don't forget to save your changes at the top before exiting this page.





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