Streamlined Notifications Payment Integration

April 08, 20251 min read

Calendars help you organize your day and dedicate time to customer service. Their notifications and payments ensure they work smoothly and fulfill your business needs. We’ve made a few improvements that aim to simplify your experience.

⭐️How Will These Changes Affect You?

  • Template Creation: Access the email builder directly from the Notifications settings, reducing back and forth when customizing.

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  • Selected Provider: Your default payment provider will be displayed; if none is selected, a tag will take its place, minimizing confusion.

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  • Payment Provider: Manage and connect payment providers with the help of the supported providers list and redirection button.

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⭐️How To Create A Notification Template?

Emails are the main way people receive information from businesses. Therefore, email notifications should be easily customizable. Here’s how to do it with the updates.

  1. Inside the Calendar Settings go to Notifications & Additional Options and click the pencil icon of the notification you’d like to edit.

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  2. Open the dropdown menu to edit the desired template and click + Create New template.

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  3. Access your preferred template builder, which will pop up a tab to create your email as normal.

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  4. After saving the template, head back to the calendar tab and click fetch new templates.

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  5. Select the template and save your changes.

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And there you have it, you can enjoy the upgrades to the calendars’ functionality, leading to a streamlined approach to payment collection and reminders.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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