How to see today's schedule in your inbox before you leave the house

Daniela is a nutritionist with her practice in Zitácuaro. People book their own appointments through her website, so every morning, before heading out, she’d open the dashboard to see what was coming. One Monday she opened it from the car, at a red light, and missed that a 9:00 am patient still hadn’t confirmed. She got there at 8:50, the patient never showed, and the slot was gone.

Nothing was broken. The appointment was right there on her calendar — all that was missing was someone telling her at 7:00 am, without her having to go look for it. That’s a daily schedule by email, and in Proyecta it already comes built in.

What is the daily schedule email?

It’s an email that arrives once a day with today’s appointments, sorted by time. In Proyecta it’s called Your schedule for today, and it lands in the business owner’s inbox — the same address where new booking alerts already go.

You don’t have to open the dashboard or remember to check anything. Read it on your phone over breakfast and you already know how your day looks.

What’s in the email?

Each appointment gets its own line, with everything you need to make a call before leaving the house:

1. The time of the appointment, or “All day” if it has no fixed time.
2. The client’s name. If they didn’t leave a name, it says “Unnamed client.”
3. The service, and if more than one person is coming, how many. If your business has several locations, it also shows which one.
4. “Pending confirmation”, when the appointment is still waiting on you to confirm it.
5. Payment status: Paid, Deposit paid, Payment pending, Pays at the business, Package, or Membership.

Below that is a button, Open my schedule, that takes you straight to your calendar. If you have several calendars — say, one per professional — appointments are grouped under each person’s name. If you only have one, there are no headers.

The subject line already tells you the most important part without opening it: “Your schedule for today at Consultorio Daniela: 4 appointments.”

When does it arrive, and when doesn’t it?

By default it arrives at 7:00 am, in your business’s local time. If the system hit a snag at that hour, it will still send it over the following three hours, but no later than that — a daily schedule showing up at four in the afternoon isn’t useful, so it just doesn’t get sent.

And it only arrives on days you have appointments. A Sunday with nobody booked doesn’t get an empty email saying “nothing today.” No appointments, no email.

It also never arrives twice in the same day. Even if the system restarts, today’s summary only goes out once.

How do I turn it on or off?

It comes turned on by default. To turn it off, go to Schedule, then Settings, and under “Notifications for you” you’ll find the Daily schedule summary toggle, with the time it arrives shown next to it. The email itself includes instructions at the bottom for turning it off.

That same screen shows which email address your notifications are going to. If it says your email is missing, your notifications aren’t reaching you — worth fixing before waiting on Monday’s summary.

What changed at Daniela’s practice?

Three things, none of them complicated.

First: the “pending confirmation” tag no longer slips past her. Monday’s email flags the 9:00 am appointment starting at 7:00, and at that hour she messages the patient on WhatsApp to ask if she’s still coming. The patient says she can’t make it, and Daniela offers the slot to someone else.

Second: she knows who’s already paid. Her first-time consultation requires a deposit, and the email shows “Deposit paid” next to that name. Follow-up visits say “Pays at the business,” so she already knows what to collect at the end.

Third is the one Daniela didn’t expect: her assistant Irma gets the email too, because she’s set up as an administrator on the site. Both of them walk into the practice knowing the same thing, without Daniela having to send her the schedule separately.

Does this replace checking my calendar?

No. It’s a snapshot from 7:00 am. If someone books at 11:00 or cancels at 10:00, today’s email doesn’t know about it — that’s what the per-booking and per-cancellation alerts are for, which arrive separately as they happen. The summary is for starting your day. For what happens during the day, your calendar is still the one that’s right.

If you have a lot of appointments, the email lists the first 80 and tells you how many more are on your calendar at the end (“And 4 more appointments on your calendar”).

How do I set this up for my business?

Describe your business to Proyecta in your own words. Something like: “a website for my nutrition practice in Zitácuaro, with my services and prices, online booking with a deposit for the first consultation, and a WhatsApp button.”

Once your site is published and bookings are turned on, the 7:00 am summary already comes switched on. Tomorrow, once your first appointment is booked, check your email before opening anything else. Start at proyecta.dev.