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Manage Incoming Appointment Emails Into a Dedicated Email Folder
Manage Incoming Appointment Emails Into a Dedicated Email Folder

Learn how you can setup an email filter in your email account to store appointment emails (booked, rescheduled, cancelled etc.)

Marc avatar
Written by Marc
Updated over a week ago

To setup an email filter and a dedicated email folder in your email account follow the steps below:

Gmail

From the gmail email home page:

  1. Search for the common email term Yocale appointment or the email sender noreply@yocale.com into the email search bar area

  2. When you find the email > select the checkbox to highlight this email

  3. Select the 3 dots in the options tab above the email

  4. Select the filter messages like these

When you enter into the filter email screen:

  1. If you do not want to be notified, select the option to skip the inbox. If you still want to be notified, keep this flag unchecked

  2. Select the apply the label checkbox

  3. Select "New label" (unless you have an existing folder, then select Choose label). When you select New label it will ask you to name the new label.

  4. When finished select Create filter

If you want to make any changes to this filter navigate to Settings > Filters and blocked addresses.

From here you can either edit or delete the filter

Outlook

For Outlook, follow the steps below:

  1. Search or open up the automated email from "noreply@Yocale.com"

  2. Click the 3 dots drop down menu from the top of the email

  3. Select Create rule

1. Ensure the condition is From: noreply@Yocale.com

2. Select the action is Move to : where ever you would like these email to go to

3. Review the summary of the rule you are about to create

4. Save the new email rule

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