SalesEdge.io Now Sends Streamlined Notifications for All Recurring Appointments and Custom Schedules

We’re excited to announce an improved experience for managing and communicating about recurring appointments in SalesEdge.io. Whether you set up regular sessions or custom schedules with your clients, our updated notifications make everything clearer and easier—for you and for them.

What’s Improved?

• One simple confirmation for the entire series: When a client books a recurring appointment (like weekly check-ins), they’ll receive just one confirmation that covers the full series—no more clutter of individual confirmations for each session.
• Custom appointment schedules now fully supported: If you create a personalized recurring pattern in SalesEdge.io, your clients will now automatically get a confirmation for the whole set of appointments. Previously, these custom bookings didn’t trigger any confirmation notifications.
• Reminders and follow-ups for every session: Clients continue to receive timely reminders and follow-ups for each occurrence, so every meeting stays on their radar—now this applies to both regular and custom recurring appointments.
• Clear reschedule and cancellation notifications: If you need to reschedule or cancel a custom recurring series, SalesEdge.io sends notifications based on your choice:
  • This appointment: Notifies only about the single selected session.
  • All appointments: Sends a single update covering the entire series.
  • This and following: Notifies about changes starting from that session forward.
  For standard recurring appointments, notifications remain specific to the affected session.
• Recurrence details now shown in notifications: For custom schedules, every notification now clearly includes the recurrence pattern (for example, "October 14, 2026 at 12:00 PM—repeats every Thursday"), so clients instantly understand the schedule or what’s changed.

How Does It Work?

You don’t need to take any action—these enhancements are already active in your account.

• Applies to all new and edited appointments.
• For regular recurring appointments, confirmation is sent once per booking; reminders and follow-ups continue for each session.
• For custom recurring schedules, all relevant notifications (confirmation, reminders, reschedule/cancellation) are sent according to your choices when making updates.
• To display recurrence details, be sure your notification templates use the appointment's date and time fields.
• Note: These updates apply only to calendar notifications—not automated workflows.

Why This Matters for Coaches and Consultants

• Clients receive clear, consolidated information—no more confusion over multiple confirmations.
• Communication is consistent whether you use default patterns or customized schedules.
• Every session stays top-of-mind thanks to reliable reminders and follow-ups.
• Clients can easily distinguish if a change affects just one session or the whole series.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.