Message Templates and Tokens
In this tutorial you will see how to use the message templates and tokens on Squeegee.
Squeegee Team
9 steps
58 seconds
Sqg
About Page
Sqgee
1
To find the templates, you will need to click into Settings > Notifications & Messages.
Message tokens are in **\[squareBrackets\]** and are case sensitive (i.e. if there is a ***capital*** ***letter*** included it's important that it is typed exactly as it is listed so the token works - you may wish to copy and paste these directly into the message). These tokens will pull specific information through to the final message, for example \[customerName\] can pull through the customer name to the message.
2
You will then see a list of the different templates, there are both email and SMS options to edit. The templates include: - Appointment Reminders - Payment Requests - Invoice Messages - Automatic Payment Invites - Card Expiring Notifications - Message Customers - Skipped Job Notification - Price Change Messages - Booking Confirmations - New Customer Welcome Messages and more.
SMS Templates
3
To edit these, click into the template you want to change, you can then start typing what you would like to include within the message and use any of the tokens needed to format the message.
4
The SMS messages will be plain text when sent to the customer.
5
You will see an approximation for how many credits will be used (this is only approximate since the service list could include anything from one to seven services, for example). Once you are happy with the message, click 'Save'.
Email Templates
6
If you click into one of the Email message templates, you'll first see the option to edit the email **subject**. You can use tokens in the subject also. Once happy, click 'SAVE'.
7
This will take you through to the full email message template, which you can edit accordingly before clicking 'SAVE'.
8
The message templates will then be sent when using different messaging features on Squeegee, so for example, when sending bulk appointment reminders from the work planner, it will use the 'Appointment Reminder Template' as the message.
9
Here you can see what the message will include (based on your template) and preview how the customer will see it.
Message Templates and Tokens
In this tutorial you will see how to use the message templates and tokens on Squeegee.
Squeegee Team
9 steps
58 seconds
Sqg
About Page
Sqgee
1
To find the templates, you will need to click into Settings > Notifications & Messages.
Message tokens are in **\[squareBrackets\]** and are case sensitive (i.e. if there is a ***capital*** ***letter*** included it's important that it is typed exactly as it is listed so the token works - you may wish to copy and paste these directly into the message). These tokens will pull specific information through to the final message, for example \[customerName\] can pull through the customer name to the message.
2
You will then see a list of the different templates, there are both email and SMS options to edit. The templates include: - Appointment Reminders - Payment Requests - Invoice Messages - Automatic Payment Invites - Card Expiring Notifications - Message Customers - Skipped Job Notification - Price Change Messages - Booking Confirmations - New Customer Welcome Messages and more.
SMS Templates
3
To edit these, click into the template you want to change, you can then start typing what you would like to include within the message and use any of the tokens needed to format the message.
4
The SMS messages will be plain text when sent to the customer.
5
You will see an approximation for how many credits will be used (this is only approximate since the service list could include anything from one to seven services, for example). Once you are happy with the message, click 'Save'.
Email Templates
6
If you click into one of the Email message templates, you'll first see the option to edit the email **subject**. You can use tokens in the subject also. Once happy, click 'SAVE'.
7
This will take you through to the full email message template, which you can edit accordingly before clicking 'SAVE'.
8
The message templates will then be sent when using different messaging features on Squeegee, so for example, when sending bulk appointment reminders from the work planner, it will use the 'Appointment Reminder Template' as the message.
9
Here you can see what the message will include (based on your template) and preview how the customer will see it.
