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Team Emails

 

Overview

To control some information from being shown in these emails, such as customer phone numbers, emails, etc, you will need to disable this in their team permissions. The Daily Schedule emails can be sent automatically, however it needs to be enabled in the templates and enabled on your Schedule Tasks page .You also have the option of editing the emails that are sent to your teams by going to their templates.

 

To View/Edit Emails Sent to your Teams:

  1. Go to Settings > Emails > Email Templates
  2. Select the Team tab

 

*Note: Click here to learn how to edit your email templates.

teamemailpic

 

 

To Edit Team Permissions:

  1. Go to Settings > People > Teams
  2. Permissions

teampermissions

 

To Automatically Send Daily Schedule Emails to Teams:

  1. Go to Settings > Miscellaneous > Scheduled Tasks
  2. Select the Settings gear to enable the task

dailyscheduletask

 

List of Emails sent to Teams:

  • Availability For Specific Date Changed

Subject: Changes to your Availability

Sent to TEAM when date availability added.

 

  • Booking Comment Added

Subject: {{ booking_comment.author_name }} commented on Booking for {{ booking.service_date }}

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

 

  • Booking Invitation

Subject: You’ve been invited to a booking for {{ booking.service_date }} – {{ booking.service_time }}

Sent to TEAM when a TEAM is invited to a booking.

 

  • Booking Updated

Subject: Changes made to {{ customer.name }}’s booking for {{ service_date_was }}

Notifies assigned TEAMS when a STAFF or CUSTOMER makes any changes to their Booking.

 

  • Daily Schedule

Subject: Your team daily schedule

A Schedule that is sent to each TEAM containing all Bookings that have been assigned to them.

 

  • Default Availability Added

Subject: Your Default Availability has been Saved

Sent to TEAM when default availability added.

 

  • Default Availability Changed

Subject: Changes to your Default Availability

Sent to TEAM when default availability changed.

 

  • Email Change Instructions

Subject: {{ client.name }}: Email change instructions

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

 

  • Email Confirmation

Subject: {{ client.name }}: Please confirm your email address

Standard email confirmation asking new TEAM users to confirm their email address when their account is created by an ADMIN.

 

  • Password Reset

Subject: {{ client.name }}: Password reset instructions

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

 

  • Payment Details

Subject: Payment for the week {{ payment.week }}

Payment details sent to TEAMS after you pay them using the Payments feature.

 

  • Rating Feedback

Subject: Ratings email {{ booking.rating_comment_presence }}

Sent to Customers to rate the work of the team. Rating emails are only sent for completed bookings that have teams assigned to the booking.

 

  • Request for Time Off Submitted

Subject: Your Request for Time Off

Sent to TEAM when time off requested.

 

  • Team Booking Cancelled

Subject: IMPORTANT: Booking {{ service_date_was }} Cancelled

Sent to TEAM when a CUSTOMER or STAFF cancels a Booking that has already been assigned a TEAM.

 

  • Team Booking Rescheduled

Subject: IMPORTANT: Booking {{ service_date_was }} Rescheduled

Sent to TEAM when a CUSTOMER or STAFF reschedules a Booking that has already been assigned a TEAM.

 

  • Team Invitation Reply Accepted by Support 

Subject: You’ve been accepted to a booking for {{ booking.service_date }} – {{ booking.service_time }}

Sent to TEAM when SUPPORT has accepted their reply to a booking invitation.

 

  • Team Invitation Reply Declined by Support 

Subject: Sorry, you were not accepted to a booking for {{ booking.service_date }} – {{ booking.service_time }}

Sent to TEAM when SUPPORT has declined their reply to a booking invitation.

 

  • Welcome

Subject: {{ client.name }}: Welcome aboard

Sent to TEAM immediately after their account is confirmed. It contains a link that allows them to create a password and sign in.

 

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