--- title: How to Create Aftercare Email Templates description: In this article, we'll guide you through the process of creating aftercare email templates and linking them with services so they are automatically sent to clients after their appointments. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-create-aftercare-email-templates#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en) 3. [Communications](https://support.pabau.com/en/pabau2/communications?hsLang=en#communications) # How to Create Aftercare Email Templates ## In this article, we'll guide you through the process of creating aftercare email templates and linking them with services so they are automatically sent to clients after their appointments. #### Step 1: Access the Templates Section [Log into your Pabau account](https://app.pabau.com/). In the left sidebar menu, click on [Setup](https://app.pabau.com/setup). Under Marketing & Communication, select Communications, and then choose [Templates](https://app.pabau.com/setup/communication-templates). ![image-png-May-22-2026-10-35-11-3442-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-10-35-11-3442-AM.png?width=670&height=336&name=image-png-May-22-2026-10-35-11-3442-AM.png) #### Step 2: Create a New Template On the Templates page, you will see all of your previously created templates. To create a new template, click on Create Template in the top right corner. Select Email as the type of template. ![image-png-May-22-2026-10-35-45-1674-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-10-35-45-1674-AM.png?width=670&height=406&name=image-png-May-22-2026-10-35-45-1674-AM.png) #### Step 3: Set Up Template Details Click the "Details" tab to expand it and view the following fields: - **Name**: In the name field, enter the name of the template. This is for internal use only. - **Dropdown**: By selecting this option, all template groups you've created in the system will appear. Choose 'aftercare' as the template type. For more information on creating template groups, refer to [this guide](https://support.pabau.com/en/pabau2/how-to-create-template-groups?hsLang=en). This will allow you to select the services the aftercare template is related to in the next step. ![](https://support.pabau.com/hs-fs/hubfs/image-png-Feb-13-2025-10-31-25-4258-AM.png?width=670&height=391&name=image-png-Feb-13-2025-10-31-25-4258-AM.png) #### Step 4: Link Services to the Template In the related services field, tick to select all of the services from the dropdown menu that this template should apply to. ![Screenshot - 2025-05-15T113939.582](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/Screenshot%20-%202025-05-15T113939.582.png?width=601&height=414&name=Screenshot%20-%202025-05-15T113939.582.png) #### Step 5: Compose the Email In the subject field, enter the subject of the email that your clients will receive. And in the text field, you can begin to compose your email. You can personalize the subject line by adding personalization tags, also known as merge tags, which automatically fill in client-specific information such as their name, using the tag icon. ![Screenshot - 2025-05-15T114254.954](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/Screenshot%20-%202025-05-15T114254.954.png?width=502&height=701&name=Screenshot%20-%202025-05-15T114254.954.png) Use the text editor to write the aftercare instructions. You can enhance the email by using merge tags, for example, to add specific client or business details, such as location: ![image-png-Feb-13-2025-10-46-57-9904-AM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Feb-13-2025-10-46-57-9904-AM.webp?width=622&height=399&name=image-png-Feb-13-2025-10-46-57-9904-AM.webp) #### Step 6: Save the Template Once you've finished writing your template, click on Save Template. After saving, you will be able to see what services are linked to the template under the "Services" column. ![image-png-May-22-2026-11-48-10-1312-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-11-48-10-1312-AM.png?width=670&height=343&name=image-png-May-22-2026-11-48-10-1312-AM.png) Additionally, you’ll notice the "Status" field, which will display either "Active" or "Manual": - **Active**: The template is connected to the relevant services and will be sent automatically to clients when they book an appointment (depending on the template settings). - **Manual**: No services are connected to the template, and it can only be sent manually to clients. ![image-png-May-22-2026-11-48-30-0084-AM](https://support.pabau.com/hs-fs/hubfs/image-png-May-22-2026-11-48-30-0084-AM.png?width=670&height=318&name=image-png-May-22-2026-11-48-30-0084-AM.png) #### Step 7: Unlink Services (Optional) To unlink a service from the template, go back to the template and uncheck the specific service from the related services dropdown. Alternatively, you can open the service’s editing modal under the [Services](https://app.pabau.com/setup/services) feature, go to the Client Pathway tab, and remove the associated template from the After section by clicking the trash bin icon. Save your changes to complete the process. ![image-png-Sep-16-2024-01-20-34-1918-PM](https://support.pabau.com/hs-fs/hubfs/Marketing%20and%20Communications%20article%20category/image-png-Sep-16-2024-01-20-34-1918-PM.webp?width=641&height=299&name=image-png-Sep-16-2024-01-20-34-1918-PM.webp) By following these steps, you can easily manage aftercare email communications and automate the process for your clients. --- For [more guides](https://support.pabau.com/en/pabau2?hsLang=en), refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account. 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