CRM : Appointment Notification Template Modifications

Hemant_S · January 7, 2024, 5:54am

Hello Team,
I would like to know the place in the system where I can override a default template when a new appointment is booked in the CRM module(/book_appointment).
We need to add some more information along with that notification.

Thanks

NCP · January 7, 2024, 10:50am

Hi @Hemant_S,

If you want to override the template or standard page then please check the documentation.

I hope this helps.

Thank You!

Hemant_S · January 7, 2024, 11:13am

I do not want to override the page template but wants to update email template which is used when new Appointment is created in the system

NCP · January 7, 2024, 11:17am

Please check it.

github.com

frappe/erpnext/blob/version-14/erpnext/www/book_appointment/verify/index.html

{% extends "templates/web.html" %}

{% block title %}
{{ _("Verify Email") }}
{% endblock%}

{% block page_content %}

    {% if success==True %}
        <div class="alert alert-success">
            Your email has been verified and your appointment has been scheduled
        </div>
    {% else %}
        <div class="alert alert-danger">
            Verification failed please check the link
        </div>
    {% endif %}
{% endblock%}

Hemant_S · January 7, 2024, 11:37am

This Page Opens When You Click Verify Link From A Notification Email after you book an appointment.
I want to change the Template from A Notification Email…

NCP · January 7, 2024, 11:38am

Can you provide the screenshot of the notification?
So I can help you for solution.

Hemant_S · January 7, 2024, 11:40am

This is the notification we receive

NCP · January 7, 2024, 11:44am

Reference Here:

github.com

frappe/erpnext/blob/version-14/erpnext/templates/emails/confirm_appointment.html

<p>{{_("Dear")}} {{ full_name }}{% if last_name %} {{ last_name}}{% endif %},</p>
<p>{{_("A new appointment has been created for you with {0}").format(site_url)}}.</p>
<p>{{_("Click on the link below to verify your email and confirm the appointment")}}.</p>

<p style="margin: 30px 0px;">
	<a href="{{ link }}" rel="nofollow" style="padding: 8px 20px; background-color: #7575ff; color: #fff; border-radius: 4px; text-decoration: none; line-height: 1; border-bottom: 3px solid rgba(0, 0, 0, 0.2); font-size: 14px; font-weight: 200;">{{ _("Verify Email") }}</a>
</p>

<br>
<p style="font-size: 85%;">{{_("You can also copy-paste this link in your browser")}} <a href="{{ link }}">{{ link }}</a></p>

I hope this helps.

Thank You!

Hemant_S · January 7, 2024, 11:57am

This Is The Real Solution, Same concept as HTML pages; for any page,same like page we can override the email template as well by adding the new template at same path with same name.

NCP · January 7, 2024, 12:00pm

If you want to override then check my first reply. that is why we share the actual requirement reference.

Thank You!

Hemant_S · January 7, 2024, 12:01pm

For Future Reference , Accepted that as the Solution only