📝 Overview
You can enable email notifications to receive alerts whenever an appointment is made from an external source, such the new patient web scheduler, or the patient app. This guide will walk you through the steps to enable these notifications and manage them effectively.
1. Navigate to Email Notifications
Navigate to your live location
Go to Settings > Office > Office Configuration > Email Notifications Tab
2. Configure Email Notifications
Click Edit in the top right of the Email Notifications Tab
Click the blue Appointment Type button.
Enter the desired Appointment type, Source, and desired email addresses and hit the green Save Button in the top right. You can list multiple emails, and all addresses will receive the same notifications
📬 How Email Notifications Work
Once enabled, you will receive an email whenever an appointment is made by an external source, such as:
Go High Level
The new patient web scheduler
The patient app
The email will contain the appointment details and specify which external source was used to make the appointment.
This helps your office stay informed about appointments that were not created by internal staff.
✅ Key Takeaways
Email notifications alert staff when appointments are made via external sources
Notifications can be enabled via Office Configuration Email Notifications Tab
You can add multiple recipient emails to receive alerts
Use email filtering tools (e.g., in Gmail) to manage inbox clutter and organize alerts
📌 Conclusion
Enabling email notifications for external appointments helps keep your office informed of new bookings made outside your internal team. By following these steps, you can ensure that multiple staff members receive notifications and stay up to date. If necessary, use email filters to refine the notifications and maintain a clutter-free inbox.