Templates and Communication

Communication to your members can largely be automated while remaining individualized, by utilizing Templates.

• Templates
  • Categories
  • Email Templates
  • SMS Templates
• Communication
• Frequently Asked Questions

Template Categories

Templates can be categorized to make them easier to sort and find.
For example, you could create categories such as Staff (to group templates for each staff member), Accounts (for account-related communication), or Tasks (for booking confirmations, welcome messages).

Add Category;

• Go to Templates > Categories
  • Select Add Category
    

    

  • Name Category
• Save

Next - Email Templates