Email default templates for clients

As a reseller, you can define default email templates for all your clients. 


Configuration menu


On your reseller account, go in "Configuration" menu, then on "Messages Templates"



Mode

You can choose between 4 modes :

  • Scheduling - service mode
  • Scheduling - resource mode
  • Scheduling - appointment request
  • User account management


In each mode, you have the list of email and text message templates that are sent to the managers, staff members and end customers.


If only one language has been activated, you just have to clic on the template title to edit it. If several languages have been activated, you will find a link to edit the template in each language.


User account management

You can fine-tune different types of email, including the staff on-boarding email, account notifications, new custom form response notification, missed phone call, credit limit reached (for text-messages and minutes calls):


How to edit a message template

You can customize the subject of the message

And the body :


You can insert dynamic text to personalize the text with the company, client or appointment specific information :



You can also download an attached file to the template :