Our custom email and text/SMS templates give you control of the notifications delivered to your clients. Email and SMS customizations are available in our Professional, Plus, and Team plans.
Setting up your Notification Templates
To set up your custom notifications, go to Settings & Preferences > Notification Preferences > Client Notifications.
- Check the checkbox next to the email template you’d like to customize.
- Edit Email Subject
- Edit Title
- Edit the email body by typing directly into the message box
- Use the text editor controls at the bottom of the message box to format the content
- Click Done.
- Repeat for the next email template you'd like to customize.
Customizing SMS Notifications
The Upcoming Session Reminder and Invitation to Book notification templates also allow you to modify the SMS message. This can be done by clicking the SMS template tab at the top of the popup:
Adding Placeholder Text
Each template has a set of placeholders that you can include in your email subject, title, and email/SMS content body. Whenever notifications are sent, these placeholders are replaced with actual content, such as your client's name, your name, or contextual information like a program/course description if you're working with a Program registration template.
To add placeholder text, click on the placeholder button at the bottom left corner of the text editor:
If you're editing the email subject and title, click the placeholder icon to the right of the textbox to display a list of available placeholders: