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Editing a message template

Change the wording of one email or message, preview it with sample values and send yourself a test.

What this page is for

Here you change the wording of one message on one channel (for example the invitation email). You can preview it with sample values, send a test to yourself, and go back to the original at any time.

Who can use it

People with the Change message templates permission (by default Admin) and the account owner.

How to change the wording

  1. Change the Subject (emails only) and the Message.
  2. To add a placeholder, put the cursor where you want it and select it in the Placeholders list.
  3. Select Preview to see the result with sample values. Nothing is saved yet.
  4. Select Save.

How to send yourself a test

Select Send a test to me. An email with sample values goes to your own email address, using the wording in the form, even if you haven't saved it. Tests for SMS or WhatsApp wording also arrive by email.

How to go back to the original

Select Use the original and confirm. Your wording for this channel is removed.

Fields and columns

Field Meaning Rules
Subject The email subject line Emails only. Required, up to 190 characters. Placeholders work here too.
Message The wording Required, up to 10,000 characters.
Characters How long the message is For SMS, one message holds 160 characters (70 with non-Latin letters).
Placeholders Words in double curly brackets, such as {{guest_first_name}}, that are replaced with real values when sent Only the placeholders listed for this message can be used.
Preview The message with sample values, inside your branded email layout Shows the wording in the form.

Formatting in emails

You type You get
**bold** bold
*italic* italic
Lines starting with - A bullet list
[Button text]({{some_link}}) on its own line A button in your primary colour
[text](https://…) inside a sentence A link
An empty line A new paragraph

SMS, WhatsApp and booking channel messages are plain text. Links are sent as web addresses.

Statuses and automation

Settings that change this page

FAQs

What does {{company_name}} contain? Your organisation's name. {{product_name}} is the product name from Branding. Both work in every message.

Do WhatsApp changes need approval? Yes. WhatsApp requires Meta to approve business messages. Submit the new wording in your WhatsApp Business account before it can be sent.

Troubleshooting

Problem What to do
"These placeholders are not available in this template" Check the spelling against the Placeholders list, or remove the placeholder.
A placeholder shows as empty in the preview It has no sample value; the real value is filled in when sent.
The test email didn't arrive Check your spam folder, and ask your administrator to check the email setup.
A button shows as a plain link Put the link on a line of its own, with an empty line before and after.

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