With email templates, you can customize the content of your automated emails, such as the appointment confirmation, reminder, cancellation and so on.
ℹ️ The “Appointment details” section is automatically generated by the system and can’t be customized, as the information is pulled directly from the booking.
What are email templates good for?
✔ You can create email templates that apply to all your services or a specific service.
🔔 You can create email templates for all your different email types e.g. appointment confirmation, reminders, etc.
💸 You can add payment links or bank account number for wire transfer in your email templates.
🔗 You can add your Privacy policy or any other important link that your clients need to be aware of.
🔀 You can insert variables to add dynamic content to your emails.
How to set up?
- Go to your Admin page.
- Go to Email templates
- Select if you’d like to add templates for 1-on-1 services or Group services using the tabs on the top of the page.
- Click on the “Add email template” button.
- Select the type of email that you’d like to customize using the dropdown.
- Confirmed appointment: This email is received by your client after the appointment is approved.
- Approval required: This email is received by your client first when they request an appointment if you have manual approval set up
- Reminder: This email is received by your client 24 hours before the appointment.
- Declined appointment: This email is received by your client when you don’t approve their appointment request.
- Canceled appointment: This email is received by your client when you cancel the appointment.
- Changed appointment: This email is received by your client if you make any changes to the appointment.
- Select the service where the email template should apply using the dropdown. You can select all your services or a specific service. Note: If there is template for all services and one for a specific service, the specific service template will take precedence for that service.
- Edit the content of the email using the text editor. You can use the following tools to format the content.
- Change font size
- Change font style (Bold, Italic, Underlined)
- Add links
- Create numbered and bulleted lists
- Insert variables*
- Send a test email to yourself to preview the email template.
- Once you’re done with editing, save the email template.
*
| {Name} | Full name of your client |
| {ClientEmail} | Email address of your client |
| {ClientPhone} | Phone number of your client |
| {ServiceName} | Name of the service to which the email template applies. |
| {ServicePrice} | Price of the service to which the email template applies. |
| {Date} | Date of the appointment (e.g. 23.12.2024) |
| {FromTime} | Start time of the appointment (e.g. 16:15) |
| {ToTime} | End time of the appointment (e.g. 17:15) |