Use Email & Reminders for email readiness, booking messages and review requests. Quote and Invoice reminder choices belong to their own documents.
1. Check sending readiness
Open Business Settings, Email & Reminders. Under Email setup, check Sending customer emails. If setup is unavailable, use permitted Customer links or PDFs while the sending issue is resolved.
2. Edit a booking message
- Find Booking messages.
- Choose Booking confirmation, Booking changed or Booking cancelled.
- Edit Subject and Message.
- Use only the available replacement fields listed in the editor.
- Read the example and choose Save Changes.
The booking details and calendar invitation are supplied with the message. Avoid wording that contradicts the actual date, time or location.
Use Reset Wording to restore the selected default, then save if you want to keep it.
3. Review follow-up settings
Use Ask for a review for the available review-request settings. For document reminders, follow Quote and payment reminders.
Editing wording applies to future composition. It does not rewrite emails already sent or change an issued document.
If an email is missing
Open the relevant Quote, Invoice or booking and check the recipient and delivery result. A queued message is not a confirmed delivery. Resolve an uncertain send before sending the same message again.