Creating an email template

BookingTimes allows you to email a Client directly from their client profile, and you can create email templates for emails you send often. This article will detail how to create and edit an email template, and then how to send this template.

Creating an email template

Steps

1. Navigate to Setup > Correspondence > Email Templates

2. Click Add Template

3. Enter the email Subject (this will also be the template name)

4. Edit the email content

   1. Click a placeholder from the right to insert it into your message (a placeholder will automatically populate with the right information for each client. e.g. @ClientFirstName will change to the name of the client  who the email will be sent to).

5. (Optional) Add any attachments by clicking in the Attach Files Here zone

6. Click Preview to view how your email will display to the recipient

7. Click Save to save the template

Sending an email template

Steps

1. To send an email to a client using the email template created in the above steps, please refer to the Sending an email to a client article.