Articles tagged templates
Customizing the appointment confirmation
The appointment confirmation is the email that does the most work for you. Done well, it cuts no-shows; done poorly, it confuses customers. Here's the variables, the tone, and the mistakes to avoid in the wording.
Customizing the invoice email template
The default invoice email reads like a system notification. A 15-minute customization turns it into something customers actually open and act on. Here's how, plus the variables you can use.
The Communication Chain: From Confirmation to Review Request
Every customer-facing message that fires automatically across an appointment's lifecycle — from confirmation through reminders through receipt to review request — and how to customize the cadence and tone.