Hello, my name is Chris. In this article, you'll learn how to create calendar and appointment email templates in LeadCenter.

Configuring Appointment Email Templates

From your calendar, click on Settings.
There are several sections where you can configure email templates for different appointment-related scenarios.

For example:

• Under Confirmation Email, you can select and preview a confirmation template.
• Under Appointment Reminders, you can configure reminder templates for:
  • 3 days before
  • 24 hours before
  • 2 hours before
  • 15 minutes before an appointment

Each reminder template can be previewed here.

You can also configure templates for:

• Client Review Reminders
• Follow-Up Emails, which are automatically sent after a meeting

Email templates can also be used in shared calendars and public calendars.

Example:
Under Public Calendars, when you click Edit, you’ll see a field where you can assign a confirmation email template specific to that public calendar.
The same applies to shared calendars.

Creating or Editing Appointment Email Templates

To edit or create a new appointment email template:

• Go to the Marketing Dashboard.
• In the green menu on the left, click Templates, then select Emails.
• This opens the Email Templates grid.
• Under Category, filter by Appointments.

When you apply this filter, you’ll see system-provided templates that are preloaded for appointment communications.

Example:
If you open the 24-Hour Appointment Reminder Template, you’ll see its subject and message content.
This is the standard reminder sent 24 hours before an appointment.

Using Shortcodes in Appointment Templates

When editing or creating templates, the key is to use shortcodes.
These automatically personalize your messages with client and appointment details.

This template uses shortcodes for:

• First Name
• Appointment Date
• Start Time
• Time Zone
• Location
• Host Name

To access available shortcodes:

• Click the blue Shortcodes button.
• This opens a list of all shortcodes you can use in your message.

The shortcodes are grouped by category.
An important category is Calendar Shortcodes, which are used specifically for appointment and calendar-related communications.

Note:
These shortcodes won’t function in general emails or email marketing campaigns.
They only work in appointment confirmations, reminders, client review reminders, and follow-up emails.

There are more than 15 appointment shortcodes you can include, such as:

• Appointment Description
• Subject
• Date
• Guest Emails
• Start and End Time
• Time Zone
• Appointment Type
• Location

Essential Shortcodes

Three key shortcodes to include are:

• Confirmation Link
• Reschedule Link
• Cancel Link

These give your clients the ability to:

• Confirm their appointment
• Choose a new time
• Cancel if needed

Including these links helps reduce no-shows and improves scheduling flexibility.

There’s also a Host Calendar Link shortcode that lets you include a link so recipients can easily book another appointment with the calendar owner.

Previewing and Assigning Templates

Once you’ve added your shortcodes and finalized the content:

• Click Preview to see how the final email will look.

After that:

• Go to the Calendar section under the Sales Dashboard.
• Choose the calendar you want (your own or another user’s), then click Settings.
• From the options, go to Appointment Reminders.
• From there, select the Email Template.

Note: The dropdown will only show templates categorized under Appointments.

Once your template is ready, assign it from the calendar settings under the appropriate Reminder or Confirmation section.

Wrapping Up

That’s how you create, edit, and assign appointment email templates in LeadCenter.

Thank you!