In this video, we will explain to you how to send emails to your customers.
Transcript
Hi! In this video, I will show you how to send emails to customers. There are two ways to do so, but the first step is to go to the specific booking. Do it by going to Bookings and clicking on Bookings again. I would like to go to the Vienna Tour, so for that, click on the eye icon in the Actions column.
Sending Emails from Docs and Comms
Once you are on the booking page overview, go to the Docs and Comms tab. Here you see the confirmation booking email was sent already at the time of the booking. However, you can trigger a second email by clicking on this link here. The eye icon is to see a preview of the email. Also, you can decide if you want to stop automatic emails by clicking here and then Update, but in this case, you will have to go to the booking each time to send an email.
Sending Emails from Booking Notes
The second option is to go to Booking Notes at the end of the tab and click on Advanced Note Entry. This option allows you to send emails based on the email templates that you have configured in your account. In my case, I only have the reminder template, but whatever template you have, it will appear here. In our other tutorial video, we'll explain how to create an email template.
So you need to select the recipient, which can be the lead customer or staff member, the subject of the email, and then click on the template that you like to have in the body of the email. As you see, when I click on the template, it automatically fills in the body part. Then you need to select if you'd like to use your email signature and if you want to make this booking note visible to the tour leader suppliers. You can also add any attachments, and then the language. Once you have that, click on Record Note and Send.