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            Knowledge Base Engineerica Software KB AccuTrack-AccuSQL FAQ Admin Guide

            AccuTrack/AccuSQL: How to add Appointment Notes to New Appointment Notifications / Confirmations / Emails?

            Step 1:  From the System Admin screen, select the Set Appointment from the left-side of the screen and then Setup in the bottom-right.

            Step 2:  Select the Email Confirmation Options under Appointment Options from the left-side menu.

            Step 3:  Select the New Appointment - Student from the Templates box, place a checkmark in the "Use HTML template" checkbox, and Click on the Edit HTML format for this template button

            You may need to download the DHTML template editor from Microsoft if prompted:
            https://www.microsoft.com/en-us/download/details.aspx?displaylang=en&id=8956
            Step 4:  Expand the New Appointment(s) by clicking the + sign, then expand the New Appointment Members by clicking the + sign, and Select Notes from the options.

            Step 5:  Now click and drag the Notes field on the left-side navigation to the an area on the template that you would like Notes to appear.  It should look like below:

            Step 6:  Click the Save button (to save the template), click the Done button (to close this window), and click the Save button (again to save the use of the template setting).


            Now simply repeat this process for all the templates that you want to update.

            Updated: 06 Mar 2019 05:19 AM
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