Home → Wiki → My Preferences → Manage Email Templates

8.1. Manage Email Templates

Manage Email Templates

Use Email Templates to insert frequently used messages, or your customised signature, into your email message when sending reservation documents.

Here's how to set up and manage email templates:

From the main menu go to: 'Preferences > Email Templates', then from the 'Preferences' pop-up click Manage Templates.
From a reservation, click Email as PDF, click the 'Insert template' icon to the left of the message area. Click Manage Templates.

From 'Manage Templates' click New.
Enter a 'Template name'. This name is the template name displayed when selecting from your email window.
Set the 'Level' of the template.
Click the 'Default' option to set the template as the default text for the set 'Level'.
Enter your text in the area below 'Insert Field'.
Reservation-specific references, like the reservation number or reservation name, can be inserted into the text area by selecting the relevant reference from the 'Insert Field'. This inserts the reference in the text area where your cursor is positioned.
Click Save to create the template.

From 'Manage Templates' select the template name, it will be highlighted in green.
Click Edit.
Change the settings / message.
Click Save to apply the changes.

From 'Manage Templates' select the template name, it will be highlighted in green.
Click Delete.
Confirm the deletion.

Knowledge Tags

Related Pages

This page was: Helpful | Not Helpful