Wizard Application sends emails for you at the right moments: inviting a new team member, confirming a booking, asking someone to sign a document, sending an invoice. Email templates let you change exactly what each one says, so it sounds like you.
Open your templates
Open Settings from the gear icon in the top bar and choose Email Templates. You see every email Wizard Application can send, and whether each one is switched on.
Edit a template
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Choose the email
Select the template you want to change, such as the invoice email or the booking confirmation.
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Write the subject
Change the subject line. Keep it short and clear so people know what the email is about before they open it.
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Write the message
Edit the body. Use variables in double square brackets, such as [[customer_name]] or [[invoice_number]], and they are replaced with the real details when the email is sent. Show the variables to see which ones that email can use. If you use one that does not exist, you are warned.
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Preview it
Preview the email to see it exactly as it will arrive, inside your branded header and footer.
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Save
Save your changes. The next email sent uses your new wording.
The important link is always kept. If you remove the link someone needs, such as the link to pay an invoice or sign a document, it is added back to the bottom of the email so they can always act on it.
Switch an email off
Switch a template off if you do not want that email sent. Bear in mind that some actions depend on their email: with the invoice email switched off, for example, Send to Customer will not send the invoice.
Add your signature
Set an email signature to sign off your emails consistently.
To change the logo, colours and sender address of your emails, see add your branding.