MSP includes built-in, preconfigured templates for emails schedulers often need throughout the scheduling cycle. By clicking on the “Settings…” button at the top of the Emailer pane, you can select “Preconfigured templates” to see the list of available templates:
- Introductory email – request for updates
- Introductory email – schedule finalized
- Introductory email – for leaders
- Mobile app available
- Request for updates to availability
- Request for updates to availability (reminder)
- Schedule finalized
- Send login information to those that don’t have it
- Lost login information
- Last week no shows
When using a template, you can add or change the text as needed by simply selecting the desired email and making the desired changes. When sending or previewing the email, the Token Options window will be displayed so you can control how the tokens are configured when the email is sent.
You may also create your own templates that will be stored locally on your computer by creating an email and then selecting “Save these settings…” from the “Settings…” button. Note that these templates are accessible only on your machine, and other users of your license will not have access to any custom templates you create (unless you send them the settings file via email or some other means).