Salesforce Docs Portal

Create an Email Template for Appointment Cancellations

Create an Email Template for Appointment Cancellations

Use a template for consistent messaging when notifying patients about appointment cancellations. Use merge fields to include patient and appointment data.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud
User Permissions Needed
To use self-service appointment scheduling:

OmniStudio in Lightning Experience Patient

AND

AppointmentScheduling on Health Cloud
  1. From Setup, in the Quick Find box, enter Email Templates, then select Classic Email Templates.
  2. Click New.
  3. Give your template a name. For example, Appointment Cancellation.
  4. Click Edit HTML Version and create the content for the email, then save.
    Here's an example: 
    <html>
      <head>
         <meta http-equiv="Content-Type" content="text/html; charset=utf-8">
         <style type="text/css">
            a{
                color: #5e5e5e;
             }

            *{
                font-family: Verdana, Geneva, sans-serif;
                font-size: 16px;
             }
         </style>
     </head>

     <body leftmargin="0.5" topmargin="0" marginwidth="0" marginheight="0">
         <p style="font-size: 16px; margin: 1em 0 0;">Dear {!ServiceAppointment.CreatedBy},</p>
         <p style="font-size: 16px; margin: 1em 2 0;">We're confirming that you have canceled your appointment scheduled for {!ServiceAppointment.SchedStartTime}. <br/></p>
         <p style="font-size: 16px; margin: 1em 0 0;">Thanks,<br/>Salesforce Health Cloud<p>
         <p> 
             <img width="100" src="https://seekvectorlogo.com/wp-content/uploads/2017/12/salesforce-vector-logo-small.png"  style="width: 12%"/>
         </p>
     </body>
</html>