Client Invitation notifications

Invite a client to make a booking or purchase

When you add a new client from your dashboard or client page, you can invite them to make a booking or purchase. In the client's record, you will see the options "Send invitation email when saving" and "Send invitation SMS when saving". When you select these options, the client will receive an email or SMS inviting them  to make a booking of purchase.

The email/SMS that is sent out, can be viewed and adjusted in the email & SMS template settings pages. You can use the tags that are displayed to personalize the email/SMS and set it up just the way you want it. 

Please note that sometimes the invitation email can end up in a client's spam folder. What we suggest is notifying your clients about the upcoming invitation through your own email system first. This way, they will know what to look out for.

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