This Help Article covers:
General/Overview:
To Enter/Edit Email Booking Templates
Quick Flow:
Company Settings Side Menu
Correspondence Top Tab
Email Settings Expandable Section
Booking Templates Tab
[ADD]
"New Booking Email Template" popup
Name*
Subject
Template Text*
[SAVE]
1. From the Side Menu, Press Company Settings, then Press the Correspondence Top Tab to display the Email Settings Expandable Section
2. From the Email Settings Expandable Section, Select Booking Templates, then Press [ADD] to display the "New Booking Email Template" Popup
3. From the "New Booking Email Template" Popup, Enter a:
Name* for the Template,
Subject
Template Text*
💡 TIP: From the Insert Field dropdown, use the text options {!Booking Time} and {!Booking Date} to populate the booking times.
4. When finished [SAVE]
To Set the Default Email Booking Template
Following the entering of Email Booking Template(s), one can be set as the Default.
⚠️ NOTE: Unless SMS Messages is Enabled, there is no Scheduling Expandable on the Default Top Tab to set the Default Email Booking Template, you will need to select the Booking Template from the Email Popup of the Booking.
Setting the Default Email Booking Template is done in conjunction with SMS Messages. You can either:
Enable SMS Not ticked - Select the Email Booking Template from the Booking Email Popup, OR
Enable SMS Ticked - Set the Default Email Booking Template (can be changed at the Email Popup)
To Enable SMS: Company Settings > Correspondence Top Tab > SMS Settings Expandable > Tick "Enable SMS" > [SAVE]
To Set the Default Email Booking Template: Company Settings > Defaults Top Tab > Scheduling Expandable > "Default Booking Email Wording Template" Dropdown > Select > [SAVE]
To Send a Customer Booking Email
1. Add Booking to the Schedular, Press the Booking to expand, then Press the Send Email Icon to display the Email popup
2. From the Email popup, Check the To* Email Address, then either: from the Template dropdown, Select an Email Template OR to the body of the email, key in a Message
3. Press [SEND]
💡 TIP: Following sending an Email from a Booking, the Email will display in the Side Menu's: More... > Correspondence > Emails List. Hover over the Email Line's "Related To" to display the Booking.