Communications and Reminders
This menu allows you to adjust the automatic custom or system emails sent to guests for various purposes. This includes booking confirmations and payments, email reminders, custom emails, SMS reminders and follow ups.
Additionally, the various automatically generated emails can have their subjects customised in this menu. The tag seen in the subject fields ‘<#Business_name>’, will insert your business name into the subject.
Click ‘Settings’
Navigate to System > Setup > Settings
Click ‘Communications’ Tab
First see the bookings emails panel. These emails are responsible for booking confirmation emails after payment online and in backend. As noted, all the subjects of the emails can be customised also to suit your purposes.
Note: Use the ‘Send Test Email’ button to check progress as you make changes. Test emails will send to your business email set under ‘Business details’ tab in the settings menu.
Reminders
The value filled into the fields indicates the number of days before (reminders) or after (follow-ups).
You have 4 options for reminder emails:
- Payment Reminder – Used to remind guests who have not yet paid in full.
- Balance Due – Used to remind guests that their balance is now due.
- Booking Reminder – Is used to remind guests that they have placed a booking (in this business type – ‘Tour guests template’ also appears).
- SMS Reminder – An SMS is automatically sent reminding them that they have placed a booking. Your business will be billed if you choose to use of this service.
There are 2 options for follow up emails:
- Follow Up – Used to send an email after the booking date of the guest.
- Abandoned Cart – Used to send an email to a guest who has entered their details and added items to the cart, but has not proceeded with payment
Selecting Templates
Select a template from the drop-down menu for each email. Letters are listed by categories custom or system. If you wish to create a custom template please see Letter Templates.
Click ‘Save’