Managing Email Templates

Modified on Mon, 03 Oct 2022 at 11:57 AM

Email templates can be Amended to suit your business needs and style. You can create new templates, as well as delete templates you don't need so your list is not too long. You can create an unlimited number of email templates that can be used for regular tasks and communications to save time and ensure consistency.


Tip: Personalize your emails with Merge Codes.


How Do I Create a New Template?

Navigation: Admin > Supporting Data > Email Templates

Step 1

  • Click “+ New Email Template.”
  • Enter a name for your new email template.
  • Click “Add New Email Template.”

Add an email template in dog walker software

Step 2

  • Add email content.
  • Click “Update."

Add an email template in dog walking software

How Do I Edit a Template?

Navigation: Admin > Supporting Data > Email Templates
  • Click the email template title in the list.
  • Make edits to the body of the email and/or the Name (email subject).
  • Click “Update.”
Tip: Make a back-up copy before changing existing templates. If you deleted a template you need, please contact support.

Edit an email template in dog walker software

How Do I Delete a Template?

Navigation: Admin > Supporting Data > Email Templates
  • Click the email template name in the template list.
  • Click “Delete.”

Delete an email template in dog walker software


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article