- Go to Settings > Email Templates.
- Click Add Email Template.
- Complete the Template Name field.
- To change the email for a customer-scheduled booking for onsite service, name your new email template On-Site Service Confirmation.
- To change the email for a customer-scheduled booking for in-shop service, name your new email template Workshop Service Confirmation.
- To change the email for a customer service request without a booked time, name your new email template Service Enquiry Confirmation.
- Complete the Subject and Message fields.
- Click Insert Field to select and include relevant dynamic references in the job confirmation email template. Dynamic references will populate based on the job information in ServiceM8. In the following example, fields in brackets were selected from the Insert Field drop-down list.
- Click Source if you would like to include your own HTML style attributes within your message. Here is that same example, but in Source view.
- When you are satisfied with your template, click Save Changes. Remember to proofread, proofread, and proofread again!
Existing confirmation email templates
For your reference, here are the default confirmation email templates.- On-Site Service Confirmation
- Workshop Service Confirmation
- Service Enquiry Confirmation *
