How to Send Emails from a Reservation  

Grid > Reservation


This feature allows you to send out confirmation, receipt, and cancellation emails from within a reservation.  

  • To send a confirmation email

    • Open the reservation. 

    • Go to the Confirmation tab.

    • The default template is automatically selected.  If you have multiple confirmation email templates created, select the appropriate template in the dropdown menu.

    • Add a personalized note (optional).

    • Specify the email address 

      • The email address on file for the master guest is marked by default.  You can also specify a different email address and check that box instead or in addition.

    • Click Print Version to preview the email.

    • Click Send to send the email. 

  • To send a receipt email

    • Open the reservation.

    • Go to the Payment tab. 

    • Under E-mail Receipt, the default template is automatically selected.  If you have multiple receipt email templates created, select the appropriate template in the dropdown menu.

    • Add a personalized note (optional).

    • Specify the email address 

      • The email address on file for the master guest is marked by default.  You can also specify a different email address and check that box instead or in addition.

    • Click Print Version to preview the email.

    • Click Send to send the email.

  • To send a cancellation email

    • Open the reservation. 

    • Go to the Cancel tab. 

    • Check the box for “Cancel this Reservation”.

    • Include a reason for cancelling (optional) and your initials (required).

    • Under E-mail or Print Cancellation, the default template is automatically selected.  If you have multiple cancellation email templates created, select the appropriate template in the dropdown menu.

    • Add a personalized note (optional).

    • Specify the email address 

      • The email address on file for the master guest is marked by default.  You can also specify a different email address and check that box instead or in addition.

    • Click Print Version to preview the email.

    • Check the box for “Send cancellation e-mail now”. 

    • Save. 

  • To view a history of sent emails

    • Go to the associated reservation tab (Confirmation, Payment, or Cancel)

    • Underneath the email portion, a blue box will display with a history of sent emails.  The history will include a timestamp indicating when the email was sent, the recipient’s email address, the staff member who sent the email, and the template that was sent.



For more information about how to add or modify these email templates, visit How to Use Customize Emails.