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Email/SMS Templates

Automate your emailed receipts and reminders with customized templates.

Logan Ransley avatar
Written by Logan Ransley
Updated over a week ago

Creating and editing your own frequently used Email and SMS templates will save you a huge amount of time down the line, allowing you to automatically generate invoices, reminders, and receipts for your tenants.

To get the full benefits of this feature you may want to create/edit your templates to suit you.

Create/edit templates on mobile

Step 1: Click on the "More" button (on iOS) on the bottom menu bar.

(For Desktop open the left-hand menu bar and select settings) 

Step 2: Select ‘General’ on the settings page.

Step 4. Under the ‘Other’ section you will see the options ‘Email Templates’ and ‘SMS Templates’. Select the one you wish to edit.

Step 5. You can either add a new template or edit one of the existing templates we have already created for you.

Create/edit templates on desktop

Step 1. Click on More, then Email Templates or SMS Templates

Step 2. Click on an existing template to edit or Add New Template to create a new one.

Step 3. Edit as required and hit save.

Important Note: You can enter bracketed values to automate names, amounts, dates, and more. The bracketed keywords can be found in the scroll down for your reference.

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