How do I create or edit an e-mail template?
Short answer
Open E-Mail Templates, click Create Email Template (or the template name), write the text with merge fields, tick the events it is sent for and Save.
Steps
- Make sure sending works: Email Setting.
- Open Property Setup > CRM & Guests > E-Mail Templates.
- Click Create Email Template, or click an existing Template Name.
- Type Template Name. Tick Is Apply For CRSreservation for online bookings.
- Write the body; drag fields from Drag Folio Details (First Name, Folio No, date-in, Room No, Room Type...).
- Optional: Set Email (CC and BCC) and Attachment Events (documents attached).
- Under Notice Attached With tick the events (Reservation, Check-In, Group, Registration Form...). Enter days for timed events.
- Click Save.
Check the result
E-Mail Template added successfully. / updated successfully. Delete with Delete and confirm Are you sure want to delete this Template?
Common problems
- Enter Valid Email Address in CC/BCC.
- You are asked to confirm when another template already uses an event; the new one replaces it.
- Mails not sent: check Email Setting and the guest's e-mail (send invoice).
- Messages: Configuration messages.