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Customer Emails

Overview

Email notifications are sent from a no-reply email by the system, if your customer responds to any of the emails, their response will be sent to your support email address.

 

Enable/Disable Customer Emails

You can disable email notifications sent to your customers. Enabling or Disabling emails from this setting will apply to all customers.

  1. Go to Settings > Emails > Email Templates
  2. Select the Customer Tab
  3. Select the Enable/Disable button next to the email template

Manage your Customer’s Email Preferences

You can disable specific email notifications for your customer by changing their email preferences. Customers may also do this themselves via their self-service account, or the Manage Email Preferences link in the footer of the email notifications.

  1. Go to Customers
  2. Click on the customer whose email preferences you’d like to change
  3. Click on the Settings icon > Email Preferences

4. Check/un-check any email you want to subscribe/unsubscribe the customer from receiving

5. Click Save Changes

Edit the Email Notifications Sent to my Customers

You have the ability to edit the content for each email sent to your clients. In the emails you will see liquid tags, the liquid tags will represent the data pulled from your bookings. To view sample data of what those liquid tags will show, you can select the Preview button in the top right corner of your email template.

To Edit your emails:

  1. Go to Settings > Emails > Email Templates
  2. Select the Customer tab
  3. Select the template you want to edit
  4. Place your cursor inside of the template. You can add/remove text in the body of the emails. The text you add/change will appear for all customers who receive the email.

Emails Sent Customers

Booking Emails

– Booking Received

Sent to CUSTOMER to confirm that the Booking they created was received by the STAFF.

– Booking Created by Staff

Sent to CUSTOMER when STAFF creates a Booking on behalf of the CUSTOMER.

– Booking Confirmation (Manual)

An email sent manually by Staff to the CUSTOMER to confirm that the booking can be performed on the date requested. You can send this email via the booking by selecting Save and Send Message (located beneath the booking summary).

Booking Reminders

– Booking 1 Day Reminder

Sent 1 day before the Booking to remind the CUSTOMER of their upcoming Booking.

– Booking 3 Days Reminder

Sent 3 days before the Booking to remind the CUSTOMER of their upcoming Booking.

Booking Reschedules/Cancellations

– Booking Rescheduled

Sent to the CUSTOMER when they reschedule a Booking.

– Booking Cancellation

Sent to the CUSTOMER when the Booking is cancelled by the CUSTOMER or STAFF. This is to confirm the cancellation.

– Booking Late Cancellation

Sent to CUSTOMER when Booking is cancelled by CUSTOMER via the self-service login. For late cancellations (After 5 pm before the day of service), CUSTOMERS may incur a cancellation fee (only if set by ADMIN), and this email is the final confirmation of that.

Booking Updates/Notes

– Booking Comment Added

Sent to CUSTOMER when new comment is added to the Booking.

– Booking Edited By Customer

Sent to the CUSTOMER when they make any changes to their Booking.

Payment Emails

– Failed Credit Card Charge

Sent to the CUSTOMER when their credit card could not be charged.

– Failed Credit Card Hold

Sent to the CUSTOMER when their credit card could not be put on hold.

– Invoice Charged

Sent immediately to CUSTOMER after their credit card is charged.

– Non Credit Card Booking Invoice

Sent when admin/staff want on edit booking page.

– Re- Authorize Credit Card Charge

Sent to the CUSTOMER when their credit card could not be charged because customer’s bank requires authorization.

– Re-Authorized Credit Card Hold

Sent to the CUSTOMER when their credit card could not be put on hold because customer’s bank requires authorization.

Rating Emails

– Booking Rating

Sent to CUSTOMER after their Booking is completed so they may rate the TEAM’s performance. The results of those ratings are emailed to the ADMIN.

Customer Account Emails

– Password Reset

Sent to CUSTOMERS immediately after they submit the Forgot Password form. It contains a link that allows them to create a new password.

– Email Change Instructions

Sent to CUSTOMERS immediately after they submit the Change Email form. It contains a link that allows them to confirm the email change.

– Email Confirmation

Sent to new CUSTOMERS to confirm their email address after they sign up for an account.

Gift Card Emails

– Gift Card Recipient Confirmation

Sent to Gift Card recipient with their card code and details.

– Gift Card Sender Confirmation

Sent to Gift Card sender to confirm their purchase.

– Happy Rating Follow Up

Sent to CUSTOMERS that leave a happy Feedback Rating.

Quote Emails

– Quote Confirmation

Sent to CUSTOMER to confirm that the Quote they created via the quote form widget was received by the STAFF

– Share Quote

An email sent to the CUSTOMER that contains a link to create a booking from a saved quote.

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