Set Up - Customise Booking Emails

The Email Library contains default email templates that will be generated automatically or manually during the booking process. All of these templates can be edited by you and you can also insert images and attach PDF documents to any of the templates if required. For example, you may wish to attach a PDF version of your Terms & Conditions to a template.

Load Images

1. Go to Tools > Image and PDF Library

2. Click on the first Choose File button to locate the image on your computer, select the image and click on the Open button to load the image.

3. Enter a name for the image in the Description field and then click Save Changes.

4. Once the image has been saved you will be able to click on the View link to preview the image.

5. Repeat Steps 2-4 to load additional images. Note: All images must be .jpg format

6. To delete the image check the Delete box and click on Save Changes.

Load PDF Documents

1. Scroll down the page until you can see where to load the PDFs.

2. Click on the first Choose File button to locate the PDF document on your computer, select the document and click on the Open button to load the PDF.

3. Enter a name for the document in the Description field and then click on Save Changes.

4. Preview the document by clicking on the View link.

5. Repeat Steps 2-4 to load additional PDFs.

6. To delete the document, clear the Description field and then click on Save Changes.

Create and Format Documents

1. Go to Tools > Document Library

2. Select document to edit from pull-down document list.i.e. Agent - Terms & Conditions

3. If you already have a version of the document (i.e. Terms and Conditions) on your computer, paste the document into the area provided using the appropriate Paste tool in the Document Editor – Paste, Paste as Plain text, Paste from Word.

4. Format the document using the Document Editor to select font types and sizes etc.

5. Insert an uploaded image from the image library by clicking on the Insert/Edit Image icon on the Document Editor and then clicking on the Image Library button in the pop-up Image Properties window.

6. Select the image from the list displayed. (You may also View the image). Click on Save Document when completed.

Format Email Templates

1. Go to Tools > Email Library

2. Select template to edit from pull-down document list:

• Booking Email – Cancelled

• Booking Email - Confirmed

• Booking Email - Moved

• Booking Email - Pending

• Booking Email - Receipt

• Booking Email – Request

• Cleaner Report

• Cleaner Notification

• Email Shortlist

• Guest Email - Post Departure

• Guest Email - Pre Arrival

• Guest Email - Pre Departure

• Owner – General 1

• Owner – General 2

• Owner – General 3

• Owner – General 4

• Owner - Guest Booking Notification

• Owner – Initial Notification

• Owner – Owner Booking Notification

• Payment Reminder – Balance

• Payment Reminder – Deposit

• Payment Reminder - Pending

1. Format the template by customising the text, adding images, (images can be inserted via the Insert/Edit Image button) merge fields and PDF documents if required (YesBookit fields and PDFs can be inserted via the YBI Inserts button in the document editor)

2. Click on Save when completed.