Create email templates that automatically populate with the contents of your order, so you don’t need to waste time on writing the same thing over and over.

To set up email templates, head over to Settings > Emails.

Template types

You'll notice there are two types of email templates:

The online reservation confirmation is sent to your customers automatically after they placed an order from your website.

Manual emails don’t send automatically, but are useful for a wide variety of purposes. For example, you can create an email template that shows the current contents of an order, or a template for sending an invoice.

Template settings

Template name - This is used to recognize a template before sending, the template name is not visible to customers .

Template available when viewing - This setting determines if a template shows up when sending an email when viewing an order, a customer, an invoice, a quote/contract, or for all emails.

Subject - The email subject your customers see when they receive the email.

Message - The main content of the email template. 

What's next?

  • Use Variables to automatically add information about the order, customer, or document.

  • Style your message using HTML and Markdown.

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