Zenoti provides a number of email and SMS templates to help you send automated notifications to your guests or employees.
You have the option to turn templates on/off and edit their content according to your requirement. 

Before you begin

  • Ensure you have activated email, text, or both email and text message capabilities for your account. To do this:

    1. At the organization level, click the Admin icon.

    2. Navigate to Organization > Organizations.

    3. Go to Settings tab.

    4. Expand the General section.

    5. Select the Activate email and Activate text message (SMS) checkboxes.

To configure the email/text (SMS) templates

  1. At the organization level, click the Admin icon.

  2. Navigate to Organization > Organizations.

  3. Expand the Email/Texts tab. 

  4. Templates are classified into the following categories:

    1. Appointment

    2. Classes

    3. Configuration

    4. Employee

    5. Guest

    6. Inventory

    7. Memberships

    8. Packages

    9. Mobile/Online.

  5. Click Edit beside the template name to update it:
    Tip: To know more about a template, read the explanation below the template name.

  6. On the Edit page, you can configure email and text messages:
    Note: Not all templates have the fields described below. For instance, some templates have only an email or SMS option (such as the Standard Prescription template), while others may have both options. Few templates allow you to only modify the HTML content (such as the Gift Card POS template). 

Edit Email

  • Switch on the Email toggle to activate the email template.

  • Select the languages in which you want to send the notification.

  • To send an email copy (Cc), click Add to include recipients by username,                 employee role, or email.    
    Note: For recipients added by role, all employees mapped to the role in the guest's base center receive the email notification. 

  • Edit the Subject field and use the available macros (at the right-hand side panel) if required.
    Note: A macro is a placeholder text that gets replaced with specific data when inserted into an automated email/text message. Use the below macros to customize emails/text messages to include information such as organization name, guest name, and service name. For example, the [CenterName] macro gets replaced with the actual center’s name.

  • Use the available macros to customize the content for plain text and HTML             emails.
    Tip: Click Full Screen in the editor to edit the text in full-screen mode.
    Depending on the recipient's browser, the email is delivered as plain text (no formatting and images) or HTML text (includes images, links, and formatting).

  • Click Save.
    The template is configured.

Edit SMS

  • Switch on the Text toggle to activate the text template.

  • Select the languages in which you want to send the notification.

  • Click Add to include recipients by their username, employee role, or phone number.

  • Use the available macros to customize text messages.    
    Important: Messages with more than 160 alphanumeric characters require two or more text (SMS) credits. Messages with one or more Unicode characters             (international/multilingual text characters) require one text credit for every 70         characters.

  • Click Save.
    The template is configured.   

See Also

Useful links to help you configure specific email/text notification templates:

Troubleshooting articles:

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