At Sign In Scheduling we understand the importance of tailored and customized communications - that's why we offer you the option to choose between different email templates to apply to your customer messages.
This guide explains how to use email templates with Sign In Scheduling as well as specific tags you can use to populate them with particular information.
SECTIONS:
Standard email templates
To get started, head to 'Manage' > 'Messaging' > 'Email Settings'.
All Sign In Scheduling users have access to two standard email templates: Sign In Scheduling Classic and Sign In Scheduling Basic. You'll find the option to choose between these under 'Email HTML'.
A preview of each template will appear on the right once you've made your selection.
Sign In Scheduling Classic is clean and intuitive. Customers will see the name of your business at the top of the email, with information about their booking in the main body. They can click 'Reply, Change, or Cancel' to do just that!
If you have a subscription to our Pro plan or above, you can upload your own logo image under 'Email logo' to personalize the email template.
Sign In Scheduling Basic is very simple; customers will see a body of plain text containing all relevant booking information.
Custom HTML templates
If you're on the Premium plan or above, you are able to able to use your own custom HTML email templates, along with tags to populate those templates with specific information.
To add a custom template, click '+ Add new template' under 'Email HTML'. You'll then be able to input the HTML into the 'Content' box.
You can add more than one custom template if you want to.
If you want to edit the content of the email messages your customers receive, head to 'Manage' > 'Messaging' > 'For Customers'. More instructions on this can be found here.
Email template tags
You can add tags to your custom email template within the 'Content' box after clicking to add a new template. These are tags specifically for populating your email template with particular information. To read about Sign In Scheduling's tags for altering the email content itself, click here.
When using tags, be sure to use a pair of curly brackets {{ }} on either side of each tag.
The tags available for you to use within your custom email templates are as follows:
- {{organisation_name}} - The name of your business
- {{organisation_number}} - Your business phone number
- {{logo}} - The URL for your logo image
- {{booking_page_url}} - The URL for your online booking page
- {{email_heading}} - The email's heading, e.g. 'New appointment', 'Appointment cancelled', etc
- {{content}} - The main content of the message which includes details of the appointment
- {{day_of_week}} - The day of the week on which the booking is due to take place, in the customer's language
- {{day_of_month}} - The day of the month on which the booking is due to take place
- {{month_and_year}} - The month and year in which the booking will take place
- {{appointment_name}} - The name of the service booked
- {{with_name}} - The name of the staff member taking the booking
- {{start_time}} - The start time of the booking, in the customer's time zone and language
- {{end_time}} - The end time of the booking, in the customer's time zone and language
- {{length}} - The booking length, in 'X hours, Y minutes' format
- {{location_name}} - The name of the location at which the booking will take place
- {{location_place_id}} - The Google Place ID of the location, which can be used to link to a map
- {%for dial_in_number in dial_in_numbers%}{{dial_in_number}}{% endfor %} - a list of dial-in numbers for Zoom meeting rooms
- {{meeting_id}} - the Zoom meeting room ID
- {{primary_button_text}} - The text of the 'Reply, change or cancel' button in the email (if one is shown)
- {{primary_button_url}} - The URL of the 'Reply change or cancel' button in the email (if one is shown)
- {{secondary_button_text}} - The text of the video conferencing software button in the email (if one is shown)
- {{secondary_button_url}} - The URL of the video conferencing software button in the email (if one is shown)
- {{add_to_yahoo_url}} - A link the customer can click to add the booking to their Yahoo calendar
- {{add_to_google_url}} - A link the customer can click to add the booking to their Google calendar
- {{add_to_outlook_url}} - A link the customer can click to add the booking to their Outlook calendar.
- {{add_to_office_365_url}} - A link the customer can click to add the booking to their Office 365 calendar.
- {{tracking_pixel_url}} - The URL of a pixel that Sign In Scheduling can use to track whether emails are opened
For bookings that have changed, you can also access the old values of the following tags in order to highlight exactly how it has changed:
- {{old_appointment_name}}
- {{old_with_name}}
- {{old_start_time}}
- {{old_end_time}}
- {{old _length}}
- {{old_location_name}}
- {{old_location_place_id}}
Need more help?
We hope this guide has been helpful! If you have any questions, don't hesitate to reach out to our support team who will be more than happy to assist.