Email & SMS Templates
Create reusable message templates with dynamic variables.
Creating Templates
- Navigate to Dashboard > Marketing > Templates
- Click Add Template
- Choose the type: Email or SMS
- Build your template with the editor
Template Settings
Each template has the following configurable fields:
| Setting | Description |
|---|---|
| Name | Internal name for identifying the template in lists and workflow selectors |
| Description | Optional notes about when or how the template should be used |
| Type | Email, SMS, or Both (sends through both channels) |
| Subject | Email subject line (supports dynamic variables) |
| Body | The message content (supports dynamic variables) |
| Category | Organize templates into groups (e.g., "Confirmations", "Reminders", "Promotions") |
| Is Active | Only active templates can be sent or attached to workflows |
| Attach Logo | Include your company logo in the email header |
| Reply-To Address | Override the default reply-to address for this template |
Dynamic Variables
Templates support dynamic variables using the {{variable.path}} syntax. Variables are replaced with actual data at send time. The system uses dot-notation paths to access nested data.
Customer Variables
| Variable | Description |
|---|---|
{{customer.name}} | Customer's full name |
{{customer.email}} | Customer's primary email address |
{{customer.phone}} | Customer's phone number |
{{customer.phoneCountryCode}} | Phone country code |
Booking Variables
| Variable | Description |
|---|---|
{{booking.confirmationCode}} | Booking confirmation code |
{{booking.date}} | Booking date (e.g., "Jan 15, 2026") |
{{booking.startTime}} | Start time (e.g., "2:00 PM") |
{{booking.endTime}} | End time (e.g., "3:30 PM") |
{{booking.totalAmount}} | Total amount formatted with currency symbol |
{{booking.subtotal}} | Subtotal formatted with currency symbol |
{{booking.taxesPrice}} | Taxes formatted with currency symbol |
{{booking.feesPrice}} | Fees formatted with currency symbol |
{{booking.durationMinutes}} | Duration in minutes |
{{booking.status}} | Current booking status |
{{booking.activityName}} | Name of the booked activity |
{{booking.manageUrl}} | Customer self-service booking management link |
Activity Variables
| Variable | Description |
|---|---|
{{activity.name}} | Activity name |
{{activity.description}} | Activity description |
{{activity.price}} | Activity price (formatted) |
{{activity.tagline}} | Activity tagline |
{{activity.cancellationPolicy}} | Cancellation policy text |
Location Variables
| Variable | Description |
|---|---|
{{location.name}} | Location/venue name |
{{location.fullAddress}} | Complete formatted address |
{{location.city}} | City |
{{location.state}} | State/Province |
{{location.postalCode}} | Postal/ZIP code |
{{location.phone}} | Location phone number |
{{location.email}} | Location email address |
Company Variables
| Variable | Description |
|---|---|
{{company.name}} | Company name |
{{company.email}} | Company email address |
{{company.logoUri}} | Company logo URL |
Payment & Refund Variables
| Variable | Description |
|---|---|
{{payment.formattedAmount}} | Payment amount (formatted) |
{{payment.type}} | Payment type (e.g., "credit_card") |
{{payment.referenceId}} | Payment reference ID |
{{payment.date}} | Payment date (formatted) |
{{refund.formattedAmount}} | Refund amount (formatted) |
{{refund.referenceId}} | Refund reference ID |
{{refund.date}} | Refund date (formatted) |
System Variables
| Variable | Description |
|---|---|
{{system.currentDate}} | Current date (formatted) |
{{system.currentTime}} | Current time (formatted) |
{{system.year}} | Current year |
Waiver Link Variables
| Variable | Description |
|---|---|
{{waiver_link:<waiver-uuid>}} | Generates a waiver signing link (replace <waiver-uuid> with the waiver's ID) |
{{waiver_link_booking:<waiver-uuid>}} | Generates a waiver signing link with the booking auto-linked |
Variables are inserted by clicking the Insert Variable button in the template editor. All date and time values are automatically converted to the location's configured timezone.
Email Templates
Email templates support rich formatting:
- Text styling (bold, italic, headings)
- Images and logos
- Buttons and links
- Custom HTML
Emails are sent from your company's configured mailbox. The location's contact email is set as the reply-to address so customer replies go directly to your team.
SMS Templates
SMS templates are plain text with a character limit. Dynamic variables count toward the character limit based on typical replacement length. SMS is sent through Twilio using your company's configured Twilio account credentials.
Recipient Types
When a template is sent through a workflow, you can configure who receives the message:
| Recipient | Description |
|---|---|
| Customer | The customer associated with the booking |
| Facilitator | The staff member or location contact |
| Admin | The location's primary contact |
| Custom | A specific email address or phone number (supports variables) |
Using Templates
Templates are used in two ways:
- Manually — send a template to a customer from their booking or profile
- Automatically — attach templates to workflow triggers (see Workflow Automation)
Communication Log
Every email and SMS sent is logged in:
- The customer's profile (under Communication History)
- The booking detail (under Communications)
- The centralized Communication Log (under Dashboard > Marketing)
Each log entry records the channel, recipient, template name, booking reference, and timestamp.