What your customer sees in the booking confirmation email

When a visit is booked, your customer is emailed a confirmation. It names the service address and the assigned technician, and gives them a link to track the appointment and add it to their calendar.

Before you start

• Make sure the job has a service address and an assigned technician before the confirmation goes out — both are read from the job and printed in the email.
• Check your organisation name, address and phone number under Settings → Account, since they appear in the message your customer receives.

Steps

1. Book a visit for a customer as usual.
2. Open the confirmation email that arrives, or ask the customer what they received.
3. Select Track your appointment to open the customer's live tracking page. No sign-in is needed — the link carries its own access.
4. Select Add to calendar to add the visit to Google Calendar or to download it for Apple Calendar and Outlook.

Result / verify

The email reads with the full service address and the technician's name in place of blanks, and both links open rather than showing "Invalid link" or a missing page. If a customer needs to change or cancel the visit, they contact you using the phone number in the email — the message no longer offers self-service reschedule and cancel buttons.