If you often send the same e-mails or text messages, e.g. a thank you after a visit or a message about a cancellation, you can save them as templates. You can use the templates when you send newsletters, and send them with one click from a booking.

Get started

Go to Settings > General > Templates.

(1) 'Create template': Create a new template (see below).

(2) 'Edit': Edit the template.

Under the tabs 'Mailmerge templates' and 'Mailmerge archive' you will find templates for letters (see Mail merge).

Create a template

(1) 'Template name': E.g. 'Thank you for your visit'.

(2) 'Type': 'E-mail' or 'SMS'.

(3) 'Copy template': Start from an empty template, a ready-made layout (e.g. 'Template with booking' or 'Template with event') or one of your own templates.

(4) 'Insert unsubscribe newsletter link': Inserts a link so the recipient can unsubscribe from your newsletter.

(5) 'Create template': Creates the template and opens it.

Edit the template

(1) 'Template name': The name you choose the template by.

(2) 'Requires event': Tick if the template uses information from an event, e.g. the name and date of the event.

(3) 'Requires booking': Tick if the template uses information from a booking, e.g. the time and service.

(4) 'Quick link on specific booking': The template gets its own button on the booking (see below).

(5) 'E-mail subject': The subject of the e-mail.

(6) 'E-mail content': The text. Substitution codes in square brackets, e.g. [bookingDate], are filled in when the e-mail is sent (see Substitution codes).

(7) 'Send test e-mail': Send the template to your own e-mail to see it. The substitution codes are not filled in in a test.

(8) 'Update': Saves.

Send from a booking

If you have switched on 'Quick link on specific booking', the template is shown under 'Communication' when you open a booking.

(1) Click the button to send the template to the customer.

The templates can also be used when you send newsletters (see Sending out marketing material).