Automatic emails will be sent out for all users on your account.
How to edit your automatic emails
1. Click the person icon in the top right of your page and go to your Account Settings > Communications > Email Templates section.
2. In the Emails Sent Automatically section, click each email template to adjust the verbiage.
Automatic Email Options
These emails are sent automatically based on a given trigger. The options are listed below:
1. Estimate Accepted
This email will be sent automatically to your customers when estimates are accepted.
2. Estimate Declined
This email will be sent automatically to your customers when estimates are declined.
3. Payment Received
This email will be sent automatically to your customers when payments are made.
4. Event Confirmation
This email will be sent automatically to your customers when you book an event
* Only available on CRM plan
5. Event Reminder - 1 Day
This email will be sent automatically to your customers 1 day before their booked event.
* Only available on CRM plan
6. Event Reminder - 1 Hour
This email will be sent automatically to your customers 1 hour before their booked event.
* Only available on CRM plan
7. Event Cancelation
This email will be sent automatically to your customers when a booked event is cancelled.
* Only available on CRM plan