How To Create & Use Client Email Templates

To save time, you and your team can easily create email templates, including a subject line and attachments for use when communicating with your booking clients.

To get started, create a new booking or open an existing one.

We can access our email templates inside the Booking Creator when we click the "Send Contract & Invoice" button.

NOTE: You'll need to create and save your Client Invoice and Client Contract for this booking before you can open the "Send Contract & Invoice" window.

To create a new email template:

1. Fill out the subject line, message body and add any attachments.
2. Click on "Create New Email Template"
3. Check the "Save Template" box
4. Enter a "template name"

You can save your new template by clicking on:

1. Save (send later) or
2. "Review Email" and proceeding to send it now

Now that you have created an email template, you can use it next time you open a booking and navigate to the "Send Invoice & Contract" area.

Just click on the "Email Message Template" dropdown and select your preferred template.

You can edit your email templates in two ways:

1. Navigate to Company Settings > Email Templates

2. Within the "Send Invoice & Contract" window

Easily modify your email templates as you are using them, with these simple steps:

1. Select the template you want to modify from the "Email Message Template" dropdown
2. Follow the steps outlined above under "How To Create Email Templates"
3. Give you template a new name

Next time you open the "Send Invoice & Contract" window, you can remove your old template if you wish. 

1. Click on "Email Message Template > Edit List"
2. Then click "Remove" beside the template you wish to delete.