How Nebulas Calendar Sends Reminders and Communications to Customers

01

What a company gains with Nebulas Calendar notifications

Notifications use data from the event and related subjects, so every message reflects the actual status of the appointment without manual updates.

Channel, recipient, template, and send timing are configurable for email, WhatsApp, and SMS when the relevant channels are enabled.

02

How a reminder is sent step by step

Steps

1. The calendar event links customer, participants, products, notes, and status.
2. Channel and recipient are set based on the communication's configuration.
3. The message template is applied using the linked data.
4. Sending occurs at the configured time.

03

What is needed before enabling communications

Prerequisites

• Calendars set up for staff members or resources, with working hours and defined slots.
• Email, WhatsApp, or SMS channels enabled for the organization.
• Customer and participant records linked to events.

04

Hypothetical example: a salon with multiple staff members

Hypothesis: a salon manages multiple calendars, one per staff member. An event links customer, product, and notes; day and week views show the workload. A WhatsApp reminder, with a configured template, is sent at the configured time, using the data linked to the event.

05

How to verify notifications are working correctly

• Text search and filters for calendars, records, and status to find specific events.
• Availability reports to check the operational workload linked to notifications.
• History and audit trail to reconstruct changes to events and sends.

06

What a company configures in Nebulas Calendar

A company can choose channel, recipient, template, and send timing for each type of communication linked to events, for email, WhatsApp, and SMS when the channels are enabled.

Events remain linked to customers, participants, products, notes, and status, so message templates can draw on this data without manual duplication.

07

Five-step operational playbook

Steps

1. Map calendars by staff member or resource and define working hours and slots.
2. Link each event to the relevant customer, participants, product, and notes.
3. Enable the needed notification channels: email, WhatsApp, SMS.
4. Configure template, recipient, and send timing for each reminder type.
5. Use search, filters, and availability reports to check coverage and conflicts.

08

Next step

Review your active calendars and check which notification channels are already enabled, then set up a reminder template for your most frequent appointment flow.