HomeGauge offers convenient tools for handling appointment notifications and customizing email templates to ensure effective communication with your customers, real estate agents, and inspectors. In this guide, we'll walk you through the process of editing appointment notification templates, disabling specific email types, and resending appointment notifications when needed.
To learn more about report notifications, please visit Inspector Dashboard: Edit, Send, and Resend Report Notifications to Customers and Realtors
Edit Appointment Notification Templates
- Go to your HomeGauge Dashboard
- Click Appointments > Notification Templates
- You'll see a drop-down list for Notification Type on the left and Recipient Type on the right
Choose the template you wish to edit from the left dropdown, then select the recipient type. Keep in mind that each combination of notification type and recipient type is a unique template, as information might vary depending on whether it's sent to a customer, real estate agent, or inspector. - Once you've made your selections, the template can be customized in the text area below. Delete or modify the existing text as needed, and use the formatting tools above the editor.
- After editing, click Save Template Changes to preserve your modifications. To preview the template's appearance, click the Preview link. If you wish to restore the template to its original default state, you can click Reset to Default System Template.
Start here if you are still deciding which one to pick. The most commonly used template is Appointment Scheduled (with Login). This template is frequently sent to customers when an agreement or inspection services are selected in the appointment. It contains login information for your customer to access and sign agreements or make a payment.
Disabling Agreement/Contract Signed Email
- Login to your HomeGauge Dashboard
- In the My Reports section of the page, click Upload / Email Options
- Scroll to Customer Event Notification Options and check the box
- Click Save
Resending Appointment Notifications
Occasionally, after creating an appointment and sending email notifications, you may need to resend those notifications to your customer or a real estate professional. Luckily, HomeGauge offers an easy way to do this.
- Log onto your HomeGauge Dashboard
- Locate the Dashboard menu and click Appointments > Calendar
- Locate the appointment that you need to resend notifications for. Double-click the block in your calendar
- You will be taken to the Edit Appointment page for that appointment
- Locate the Actions drop-down. Click it and then select Send Notifications
- You will be brought to the Send Notifications screen. You can use the checkboxes associated with each user to decide who will get the resent email.
- Click Send Notifications when you are ready
- The notifications will be resent. You will then be taken back to your appointment calendar.
Sending Agreement Reminder Notification
You may need to resend an email letting your customer know their agreement still needs to be signed.
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Login to your HomeGauge account
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Navigate to My Reports > All Reports
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Find the property address for which you want to resend the agreement notification
- Click on Agreement Not Signed in red, located below the property address.
- In the top right corner, click Send Agreement Emails.
- On the email notification page, all users are automatically selected. You can deselect anyone you do not want to send the email to.
- Scroll to the bottom of the page and click Send Notifications
The following merge fields will NOT work in the Appointment Reminder Notifications. These merge fields will work in all other Appointment Notifications.
- ${APPOINTMENT_CHANGES_LIST}
- ${RECIP_FNAME}
- ${RECIP_LNAME}
- ${USERNAME}
- ${MEMBERNAME} ${PASSWORD}