Email templates

Email templates set the subject and message of the emails Agiled sends when something happens, such as an invoice going out or a booking being confirmed. Edit them so every email sounds like your business.

Before you startCopy Anchor Link

• You need a paid plan. Trial and unpaid workspaces send the standard emails.
• The workspace owner must have verified their email address.

Edit an emailCopy Anchor Link

1. Open Settings › Email Templates. From the template library, you can also select Email templates live in Settings.
2. Choose the language your clients receive in Locale.
3. Select the tab for the area, such as invoices or appointments.
4. Find the email and select Customize.
5. Change the Subject and Body.
6. To add a detail such as the client's name or a payment link, select Choose Variables and pick it from the list.
7. Select Save.

You're done when the email shows as Edited in the list. Send one to your own email address to see exactly what your client will get.

Undo your changesCopy Anchor Link

Select Reset on the email to go back to Agiled's standard wording. Copy any custom wording you want to keep before you reset.

Good to knowCopy Anchor Link

• Variables are filled in when the email is sent. Keep them exactly as inserted, including the curly brackets.
• Keep the variables for payment, signing and booking links. Without them, your client has no button to act on.
• If a variable shows up blank in a sent email, the record it came from is missing that detail. Fill it in on the record.
• Each language has its own copy of every email. Edit the one your clients receive.

RelatedCopy Anchor Link

• Email template settings
• Before you share anything with clients
• My client didn't get the email