Letters templates are used to create a standard format for communications with your guests about details regarding their booking.
Here is an example of sending a letter using a custom letter template.

Click ‘Letters Setup’

Navigate to System > Setup > Letters Setup

Click ‘New’

Enter Template Details

Enter the template details and selected header and/or footer images (if desired).

Write Your Template

Write your template in the ‘Content’ section. Use the ‘Insert NB Field’ tool to insert the guests details to the template.

Click ‘Save’

Send Test Letter

Note the ‘Send Test’ button in top right corner of edit template page. Click to send a test letter (this is the quickest way to test the template). 

Letter will be received at the ‘Email’ listed on your staff profile (if assigned) & email under ‘Business Details’ at System>Setup>Settings. 

At Settings under ‘General’ tab, at ‘Communications’ panel – can use the ‘Send Test Email’ button to test a Letter Template from the drop menu to the left of it.

Note: Any template in the list with an * is a custom letter. 

Click ‘Letters List’

Click ‘Letters List’ to view the list of your letter templates.