Customize Emails

Settings > Customize Emails


Customize Emails consist of templates for confirmation, cancellation, and receipt emails.


  • To preview an email template

    • Select the email template from the dropdown menu.

    • Click Load to load the template.

    • Click Test to open a preview window.

  • To make changes to a template

    • Select the email template from the dropdown menu.

    • Click Load to load the template.

    • Make changes to the template. You can use HTML to code customized formatting or designs. Use the tags at the top of the page to pull information automatically from throughout the system. For example, placing the [Policies] tag within the template will then display the full text from the Policies page found in Settings.

    • Save.

  • To create a new template

    • Type the name of the new template in the field between “Test” and “New”.

    • Click New.

    • A blank template will appear below with the template name.  Type a message or note in the text field. You can use HTML to code customized formatting or designs. Use the tags at the top of the page to pull information automatically from throughout the system. For example, placing the [Policies] tag within the template will then display the full text from the Policies page found in Settings.

    • Save.

    • Click Test to preview.

  • To view other templates

    • If you have multiple templates created for a certain category (Confirmation, Receipt, Cancellation), select that template within the dropdown menu of that category.

    • Click Load to load the coding for that template.

    • Click Test to preview.

  • To delete a template

    • Select the template from the dropdown menu of that category.

    • Click Load. (Important! Be sure to click Load, otherwise you will delete the template that was already loaded.)

    • Click Delete.