Access the email and text templates
To manage the automatic emails and texts you send, you have to go to Settings which can be located at the bottom left part and is represented by a gear icon.
On the Settings page, under the Communications section, click on Email & SMS notifications.
Type of email and SMS templates
On this page, you will notice that there are several different templates you can send through ZenMaid.
Cleaners communications
Customer communications
Activating/Inactivating an email/SMS template
On this page, you have to select the template that you want to manage and click on the Edit button.
Activating a template
Deactivated templates were previously set to 'Never.' To send emails or texts to your customers, please select the desired option based on your preferences.
Deactivating a template
On the other hand, to deactivate a template you must choose 'Never', instead of whatever option it was selected previously.
You must hit the 'Save changes' button, otherwise, your templates will remain with no changes.
An active template looks like this:
While an inactive template looks like this:
Things to consider
Templates can't be activated/deactivated in bulk.
Some templates can't be deactivated, as they are manually triggered.
Some others will have a unique checkbox that can be marked at your convenience so you can send them manually on a case-by-case basis.
Deactivating SMS templates will reduce your text usage.
Keywords:
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