allows you to create reusable content for emails, messages, and documents. This saves tourism operators time by standardising communication, such as sending consistent booking confirmations or follow-up emails after a tour.
Accessing this feature
Go to Settings > Templates
How to use it
Creating a Brand New Template:
Click the Create New Template button, usually in the top right-hand corner.
Enter a descriptive name for your template, such as "Welcome Email for New Bookings", "Follow-up After Tour – Kayaking", or "Special Offer – Winter Getaway". This helps you and your team find it easily.
Select a template type from the drop-down menu, such as:
Email: For detailed messages to guests.
SMS/Message: For short, quick messages.
Document: For itineraries or booking confirmations.
Type the content of your template in the text editor.
Use placeholders to automatically insert information. For example, use [Guest Name] instead of typing "Hi John Smith".
Click Insert Placeholder or Dynamic Fields. Common placeholders include [Guest Name], [Booking Date], [Tour Name], [Company Name], and [Contact Email].
Add your tone, information, and calls to action.
Review your template and click the Save button.
Editing an Existing Template:
Find the template you want to update.
Click the Edit button next to the template.
Make your changes in the template editor.
Click the Save button.
Deleting a Template:
Find the template you want to delete.
Click the Delete button next to the template.
Confirm that you want to delete the template.
Tips
Start small and build up.
Use clear and descriptive names for your templates.
Use placeholders to personalise your messages.
Preview your templates before using them.
Need help?
For further assistance, contact us at [email protected]