How to create a Custom email or SMS template

This article explains how to create Custom email or SMS templates for email and SMS notifications. Custom templates are created in the Notification templates editor which is found under Tools > Notification templates editor.  

When creating a Custom template, you have the choice to create a new template based on the the Default template, copy an existing template you previously created, or create a blank template. Creating a template based on the default is a good option if you like the default template and you want to make small changes to it. Copying a template you already created is a good option if you like a template that already exists in the Editor and you want to make a few minor changes to it, or use it in a difference scenario.

Create template based on the Default template
  1. Select the notification scenario you wish to work on from the Notification scenario dropdown menu. (Notice that there are different notifications scenarios for Customers and Users.)  Learn more about each Notification scenario
  2. Select the “New Custom template” button in the left pane.
  3. Enter a name for your template (It can be changed later.)
  4. Select the option Based on Default template under the Template content field. 
Create a Blank template
  1. Select the Notification scenario you wish to work on from the Notification scenario dropdown menu. (Notice that there are different notifications scenarios for Customers and Users.)  Learn more about each Notification scenario
  2. Select the “New Custom template” button on the left
  3. Enter a name for your template (It can be changed later.)
  4. Select the option Blank template under the Template content field.  
Copy a template
  1. Select the template you wish to copy and press the “Copy” icon in the left pane.
  2. Select the notification scenario you wish to use the template in from the dropdown menu.
  3. Press the Copy button.

Tools available for Custom templates

WYSIWYG editor – Used to customize the text and look and feel of your emails. Learn more about the WYSIWG editor

Dynamic fields – Used to dynamically add variable data to your emails and SMSes so that they are personalized to the User or Customer and scenario. For example, emails and SMSes can include the Customer’s name and the meeting time and price if you are charging for a service. Learn more about Dynamic fields

To insert a Dynamic field:
  1. Place the cursor in the place in the template you wish to insert the Dynamic field. 
  2. Click your desired Dynamic field from the choices in the “Dynamic Fields” column on the right.
  3. The chosen Dynamic field will appear in the selected location in the template. 
To remove a Dynamic field: 
  • Click on the X in the Dynamic field you wish to remove.

Note: When using Dynamic fields, you need to be sure that the data exists in your account. For example, Service price is one of the Dynamic fields available to you. However, if you do not enter a Service price in the Service details section, no data will be displayed for this field in your emails and SMSes. Learn more about Dynamic fields

Where the templates are used

The Customer notification templates are used in the Customer notifications section. Go to Configuration > Booking pages > Customer notifications. (If your Booking page is linked to one or more Services, the Customer notifications section will be on the Service.)

The User notification templates are used in the User notifications section. Go to Configuration > Booking pages > User notifications.

The Calendar event template is used in the User notifications section. Go to Configuration > Booking pages > User notifications.

The Website integration templates are used in the Website widget setup. Go to Integration > Website widget > Widget content > Email. 

The New user sign up template is used in the New User creation page. Go to Account > Users > New user button.

Learn more about creating and using templates:

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