Event Email Templates

Customize the email templates sent for sales events, including confirmations, reminders (1 day and 1 hour before), and cancellations to match your company's tone.

You can update the subject line and body of each message to match your company’s tone and style.

Important: this feature requires the paid Operations add-on.

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How Do I Edit Event Email Templates?

1. Click the person icon in the top-right corner of the app and choose Account Settings.
2. Navigate to Communications > Email Templates.
3. You’ll see four templates related to sales events:

   • Event Confirmation
   • Event Reminder (1 Day Before)
   • Event Reminder (1 Hour Before)
   • Event Canceled
4. Click on any template to edit the subject line and message body.
5. Click the checkbox to enable the email template.
6. Save your changes.

Important

• These email templates only apply to sales events, and for jobs.
• There is no editable template for rescheduled events.
• If you change the date or time of a event, an updated confirmation email is sent automatically with the new details.
• Customers can use Add to Calendar links in event emails for iCal or Google Calendar. Those calendar entries update automatically if the event changes or is cancelled.

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