Custom Email custom feature: Difference between revisions

* Invoices emails from Accept payments custom feature;

* Group bookings custom feature notifications;

* Multiple bookings custom feature notifications;

* Client login custom feature notifications;

* Membership custom feature notifications;

* Packages custom feature notifications;

* Tickets custom feature notifications;

* Coupons & Gift Cards custom feature notifications(both: client side purchase on Custom features page and admin side manual issuing in coupons and gift cards management);

* Medical test custom feature notifications;

* Book Soon Custom feature notifications.

:1. Enable Custom Email feature on your Custom features page, Look and Feel section.

:2. Click on Create template link to get to the editor and be able to setup your first template.

:3. Please select either Create from templates if you would like to select one of our beautiful pre-made options or Create new empty to start adding all the elements from scratch.<br>

:Add template name and hit Create to get to the editing mode.

:5. You can also switch to Mobile mode to adjust email look for mobile phones.

:6. It is important to add <nowiki>{{content}}</nowiki> tag to the desired place in the template as in rela emails it will be replaced with the booking/purchase related information.<br>

:'''Please note''' All variables that are related to appointments or purchases should only be used either in Settings//Email and SMS Settings or in the corresponding custom feature options.

:(optional) You can also use <nowiki>{{name}}</nowiki> and <nowiki>{{email}}</nowiki> tags here in case you need to reflect recipient's name and/or email separately from main notification content.

:7. Use the Preview option at the bottom to check the look.

:8. Once all the necessary templates are ready please go to Custom features -> Look and Feel -> Custom email.

:9. In the very first block you will see your company email address by default. You can leave it like that or set another one for testing.

:10. In the next block(s) please select the template names for each notification type.

:11. Send test emails to check the look with sample content.

:12. If you would like to set same template for all the notifications types within one block please use right-side drop-down menu options.

:13. In case you have various custom features with own notification types enabled you will be able to see the corresponding blocks in Custom Email settings.<br>

:Please open each block and set the templates for the notifications you wish to have the customized look.  

:14. It is also possible to use customized emails when you need to manually send some email from Reports -> Bookings details or Reports -> Clients.<br>

:Just check the desired boxes there, click on "Send email" button and choose the template to be applied in the first drop-down in the popup. Add subject and content. Send the message.