How to Create Email Templates

Step 1: Access Templates

Log in to your Pabau account, and in the left sidebar menu, navigate to Setup, go to Marketing & Communication, then select Communications, and finally, choose Templates.

Click on "Create Template" in the upper right corner, then select "Email."

Step 2: Input Template Details

To view the details, click the arrow on the far right of the Details tab to expand it. Then, begin by entering the internal name for the template. Click on the second field to open a dropdown menu of your template groups, where you can select the group to link this template to.

Once you've selected the group, the Related Services field will appear. Click the arrow on the far right of the field to display all available services. Then, select the services that should be linked to this template. When clients book any of the selected services, this email will be sent to them.

Next, provide a subject for the email that will be visible to recipients. On the far right of the subject field, use the "Fields" button to incorporate personalized tags into the subject.

On the far right of the name field, set the privacy setting for the template - either public or restricted to yourself.

Step 3: Design the Template

Proceed to the template section and compose the content using the text editor. You can choose the font and text size, insert images, media, images, and more. Use the file upload button in the toolbar to include attachments if needed. 

On the far right side of the text editor, you'll find the Merge Tag Panel, which allows you to personalize your template by inserting dynamic fields. Merge tags automatically pull in relevant information, such as client details, appointment specifics, and forms, ensuring that each email is tailored to the recipient.

Once you select this option, a pop-up window will open, will all available merge tags.

For example:

• Using the [APPOINTMENTFIRSTNAME] tag will automatically insert the client’s first name.

• Adding the [ADATE] tag will include the scheduled date of their appointment.

• The [MEDICALFORM id=12345] tag will generate a direct link to any required forms.

Simply click on a merge tag to insert it into your template. When the email is sent, these placeholders will be replaced with the corresponding client and appointment details, making the communication feel more personalized and professional.

Step 4: Save the Template

Click on "Save Template" when you've completed the template.