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How to Edit Email and Text Templates
Lara avatar
Written by Lara
Updated over 2 months ago

Summary

  • Here is a step-by-step guide on editing email and text message templates.


Step 1: To access the email and SMS notification template page:

  • From your ZenMaid dashboard, click on the Settings โš™๏ธ icon in the bottom left corner.

  • Select different email and text message templates to edit and send to your clients.


Step 2 - Edit the body of a template:

Customizations

  • Edits are made just like in a Word document. Simply click where you want to insert the text and type. You can also delete any phrase that doesn't fit your business.

  • To see an example of what the {{variables}} are generating, click the Preview button below the body.

Variables

  • The values within double curly braces {{ }} are variables that tell the system where to place the corresponding information for each appointment.

  • Select when you want the message to be sent to the client.

  • In each template tab, you can see which variables are available for that type of message by clicking on {} Add a variable.

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Notes:

  • Text messages have a character limit, but emails can be as long or as short as you want.

  • When you finish editing, don't forget to click the Save Changes button in the bottom right corner.


Keywords:

Messages, edit, variables, template body, email and SMS notifications, email, text messages

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