Automations
Payroll
Client Appointment Notifications β Email & SMS Templates
22 min
this article provides examples of the automated email and sms notifications that clients receive during appointment scheduling, rescheduling, cancellation, and missed calls it is intended as a reference only to understand when notifications are triggered and how messages will appear to clients for more details about scheduling workflows, see enrolling clients tab docid\ l5dggdbqkzqxnepfch scheduled calls tab docid\ m o qulblovzbcsssmk52 welcome call (wc) appointment communication β
confirmation (spanish version) email subject (spanish) "confirmaciΓ³n su llamada de bienvenida con cornerstone project test lead β 09/16/2025 1 26 pm edt" π§ email preview (spanish) π± sms preview (spanish) π reschedule (spanish version) email subject "actualizaciΓ³n su llamada de bienvenida con cornerstone project test lead β 09/16/2025 1 26 pm edt" π§ email preview π± sms preview (spanish) first payroll review (fpr) & invoice review (ir) β
confirmation (english version) email subject "confirmed your invoice review with cornerstone project test lead β 09/17/2025 3 55 pm edt" π§ email preview π± sms preview (english) β
confirmation (spanish version) email subject "confirmaciΓ³n su primera revisiΓ³n de nΓ³mina con cornerstone project test lead β 09/16/2025 3 01 pm edt" π§ email preview π± sms preview (spanish) π reschedule (english & spanish versions) email subject (en) "updated your first payroll review with cornerstone project test lead β 09/16/2025 3 54 pm edt" email subject (es) "actualizaciΓ³n su primera revisiΓ³n de nΓ³mina con cornerstone project test lead β 09/16/2025 3 54 pm edt" π§ email preview π± sms preview (en/es) β cancellation notifications cancellation (english version) email subject "your invoice review with cornerstone project test lead has been cancelled" π§ email preview π± sms preview (english) cancellation (spanish version) email subject "su primera revisiΓ³n de nΓ³mina con cornerstone project test lead ha sido cancelada" π± sms preview (spanish) π missed call notifications missed call (english version) email subject "we missed you reschedule your invoice review with cornerstone project test lead" π§ email preview π± sms preview (english) missed call (spanish version) email subject "no pudimos comunicarnos reprograme su revisiΓ³n de factura con cornerstone project test lead" π§ email preview π± sms preview (spanish) π notes all email/sms templates are pre translated into english and spanish notifications are triggered automatically when users schedule, reschedule, cancel, or miss an appointment through the enrolling clients or scheduled calls tabs
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