staff calendar and emails

[WellRoom]

HI there - I am trying to customize appointments so that if a staff member is booked, that they see and email and the business gets a notification as well.  How do I do this?  I see only one place to add notifications and it seems i have to choose whether it's to the staff or to the biz..  any help would be appreciated! 

[Stacelyn24]

Hi there!

I can understand how important it is to have notifications set up effectively for your appointments. You can customize notifications so that both staff members and your business receive alerts when a staff member is booked. Here’s how to do it:

1. Access Notifications Settings:

   • Log into your Square Dashboard.
   • Navigate to the Appointments section and look for Settings.
   • From there, you should find an option for Notifications.

2. Customize Notifications:

   • You’ll see options to set up notifications for both staff members and the business.
   • Make sure to select options that allow notifications to be sent to both parties. You can typically enable email notifications for both the staff member and the business for appointment bookings.

3. Set Up Email Notifications:

   • Ensure that you have the email addresses entered correctly for both staff members and your business account. This way, both will receive notifications when appointments are booked.

4. Test the Notifications:

   • After setting this up, it’s a good idea to do a test appointment to confirm that both the staff and the business receive the notifications as expected.

5. Contact Support if Needed:

   • If you still face issues or don’t see the options, consider reaching out to Square Support for assistance. They can provide guidance tailored to your specific account setup.

With these steps, you should be able to set up notifications effectively for both your staff and your business. 🙂