Guide to modifying email templates on Yoplanning
Access email settings
Log in to your Yoplanning account.
In the left menu, click on “Administration”.
In the submenu that appears, click on “Configuration”.
A new page will open. Look for the "email" section.
Understanding the different email templates
In this section, you will find seven types of email templates. Each type can have multiple templates, but only one will be designated as the default template. This default template will be used when the system sends emails automatically. Here is a brief description of each template type:
Order: This template is used for confirmation emails sent to customers after an online purchase or manual submission from you.
Reminder: This template is used for reminder emails sent automatically to customers to inform them of the times and type of their service.
Payment Link: This template is used when you request a payment by email from a customer. This action is always manual.
Reminder: Payment Link: This template is used for automatic reminders sent to customers after a payment link is sent.
Refund: This template is used for refund confirmation emails sent automatically during a Stripe transaction.
Session: This template is used for informational or cancellation emails sent to participants of a session.
Fees: This template is used for emails sent to staff members for whom a fee sheet has been generated.
Customize Email Templates
Each email template can be customized and is multilingual. Make sure the customer's language is entered correctly and that there is text in the template for that language. By default, the language used is that of your team.
You can embed variables in your templates to include contextual information, such as the customer's name or the time of their service. These variables are always in English and are structured as follows: %variable%.
The list of available variables is at the bottom of each template's configuration window. Note that the available variables may vary depending on the template. Click here to see more detailed information on variable usage.
Once you're done customizing your templates, don't forget to save your changes.
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