Emailing a copy of reservation to your customer(s)

Emailing a copy of the booking to your customer is a very useful feature.

This happens automatically if you take online bookings, but it may be that you take a booking over the phone and want to follow up with a confirmation e-mail or you may have changed a booking and want to send a new version to your customer.

This function allows you to do several things:

1. Shows professionalism by promptly confirming bookings with all details.
2. Helps resolve issues early, avoiding misunderstandings.
3. Collects customer email addresses for future marketing efforts.

Click on the "Email" button located on the Reservation Detail Panel:

If your customer has provided an email, it will automatically use that address and it will use the template you have setup.

Recipients will receive a short e-mail with a copy of their reservation.

Here are some of your options:

• Sending a signature line and waiver (typically for in-store printing).
• Including an electronic signature link.
• Adding any notes related to your reservation.
• Sending a copy to your shop address.

You can now manually send "Confirmation" emails from the back office, but this option is only available for bookings in the Confirmed Stage. Access it via the Email button. 

In the Confirmed stage, the AdHoc label becomes a dropdown menu, allowing you to select the Confirmation email.

To manually send a cancellation e-mail, repeat the process at the cancellation stage and choose the appropriate option from the drop-down menu.

See Also

setting up your email template(s) - the notifications content panel