How To Set Up Email Notifications for Staff

If you would like to set up email notifications on a new booking or a purchased membership, please follow the steps below.

1. Navigate to the Trackman Portal and log in with your facility email
2. Navigate to the Booking & Payments section in the menu in the left hand side

3. Click "Settings" in the navigation menu to the right

   

4. Click "Manage Integrations", located at the bottom of the page

   

5. Then click "Create a new Integration"
   
   

• Select a Name for your new integration. In this example we will call it 'Trackman Support Notification'
• Set the type to "Notify"
• Once this has been set, it will open another window where you will see your chosen name displayed
• Under "Event Type", select either "booking-paid" or "booking-cancelled"
• Under "Trigger Flags", create a flag and add it to "Trigger Flags"
  • In the example below, the flag "Notify" has been created and added. The flags name is up to you, it's important it is clear what does it do. For example 'send notification' or 'booking notification'

After completing the steps in the Manage Integrations section, you need to go to Bay Options to determine when the notification should be sent by applying the flag to the relevant bay option.

• Go to Bay Options
• Click on the bay option and open Additional Settings
• Add the flag associated with the notification integration

Important: Only after the flag has been applied will the notification be triggered. Without this step, the integration will not work correctly.

How to Customize Email Content

You can customize the email content using the following code blocks:

You got a booking

<ul>
<li>{{#if booking.bay}} For {{booking.bayOption.name}} on bay: {{booking.bay.ref}}{{else}}{{booking.courseOption.name}}{{/if}}</li>
<li>Booking time: {{booking.start}} – {{booking.end}}</li>
<li>Customer name: {{booking.user.firstName}} {{booking.user.lastName}}</li>
<li>{{booking.user.email}}</li>
</ul>

Membership has been paid

User {{user.firstName}} {{user.lastName}} ({{user.email}}) has paid membership.<br><br>
Membership type: **{{membership.type.name}}**<br>
{{membership.id}}<br>
{{membership.type.name}}<br>
{{membership.pricingConfig.price}}<br>
{{membership.nextBillingDate}}<br>
Venue: {{venue.name}}

Additional information you can add in includes:

• {{booking.type}} = Bay Booking / Course Booking
• {{venue.name}} = Venue Name
• {{booking.user.firstName}} = First Name of Booker
• {{booking.user.lastName}} = Last Name of Booker
• {{booking.start}} = Booking Start Time
• {{booking.bay}} = Number of Bays
• {{booking.bayOption.name}} = Bay Option Name
• {{booking.bay.ref}} = Booking Reference
• {{booking.user.telephone}} = Telephone number of the Customer
• {{booking.user.email}} = the email of the customer
• For booking extras please use this code : {{#if booking.extrasSummary}}
  {{#each booking.extrasSummary}}
  <li>{{this.name}}x{{this.quantity}}</li>
  {{/each}}
  {{/if}}