Adding new e-mail templates

  1. Choose Options → Email templates.
  2. Click New email template button above the grid.
  3. A new Email template window will open.
  4. Enter Template name and Template content.
    NOTE: In the template content field you can insert tags such as @customerName@ that will generate customers name automatically.
  5. Click OK to save changes.

Sending e-mail templates

  1. Open a reservation for editing.
  2. Find the document you wish to send and click on Create icon.
  3. Choose Send icon.
  4. A New Conversation window will open.
  5. Find the Message field.
  6. Select existing template or enter a new one.
  7. Click OK to save changes.