List of Categories
The Email Template categories and their purpose are as follows:
- Home Owner: Assign this category to any emails that are to be sent to the Home Owner that are not attached to a reservation. For example, the "Owner Statement Cover Letter."
- Staff: Assign this category to any emails that are to be sent to Staff Members in the system. Everyone who’s checked as a staff member under Management Company > Contacts will receive this email.
- Past Guest: Assign this category to any emails that are to be sent to all past guests in the system.
- Future Guest: Assign this category to any emails that are to be sent to all guests scheduled to arrive.
- Email Quote Template: Assign this category to any email that is to be sent directly from the "Total Quote Summary" after saving a quote in the system.
- Guest Booking Confirmation: Assign this category to any email that is to be sent directly to the guest from a confirmed reservation. These types of emails are sent on demand / manually from a specific booking.
- Owner Booking Confirmation: Assign this category to any email that is to be sent directly to the owner from a confirmed reservation. These types of emails are sent on demand / manually from a specific booking to the owner.
- Payment Reminder: Assign this category to any email that is to be sent to the guest if they have an outstanding balance and the payment reminder set in the Total Booking Summary. This can be overridden by creating a CRM Balance Due Reminder email.
- CRM Template: Assign this category to any email that is to be sent automatically from the CRM Module. Using the CRM, email rules (Management Company > Emailers & Rules) can be configured so the system knows when to send the email. This category could include marketing, promotional and transactional emails to the guest.
- eCiiGN: Guest Rental Agreement: Assign this category to any email that is to be sent to the guest where an electronic signature is required. The Rental Agreement should include the booking terms that the guest must agree to and electronically sign. The template will convert into a PDF and store against the booking in the system.
- eCiiGN- Power of Attorney: Assign this category to any email that is sent to the owner where electronic signature is required. The Power of Attorney is written authorization to represent or act on the Owners behalf regarding business, utilities payments, some other legal matter. The template will convert into a PDF and store against the Owner’s Profile in the system.
- eCiiGN- Management Contract: Assign this category to any email that is sent to the owner where electronic signature is required. The Management Contract is an agreement between the Management Company and the owner. The template will convert into a PDF and store against the Owner’s Profile in the system.
- eCiiGN- Rental Supplier Agreement: Assign this category to any email that is sent to any Booking Agent where electronic signature is required. The Rental Supplier Agreement is between the Management Company and Booking Agent to establish terms and conditions between both parties.
- eCiiGN- CC Auth Form (Owner): Assign this category to any email that is sent the owner where electronic signature is required. A credit card authorization form is a document, signed by a cardholder, that grants the Management Company permission to charge the owners credit card for a period of time as written in that document. The form is often used to give the Management Company the ongoing authority to charge the cardholder on a recurring basis — whether that’s monthly, quarterly, or more sporadically.
- eCiiGN- NDA (Non-Disclosure Agreement): Assign this category to any email that is sent to a Staff Member and/or Booking Agent where electronic signature is required. A Non-Disclosure Agreement is a contract by which one or more parties agree not to disclose confidential information that they have shared with each other as a necessary part of doing business together.
- eCiiGN- Work Order Approval (Basic): Assign this category to any email that is sent the owner where electronic signature is required. When creating a new Work Order via Work Orders – Basic Module (Management Company > Work Orders- Basic), a form can be sent to the owner to approve and sign off on potential work to be conducted
The "CRM" and "Guest Booking Confirmation" categories are the most popular for sending the booking emails to the guest.
It is recommended to duplicate each email throughout the booking process - one with the "CRM" category and one with the "Guest Booking Confirmation" category. This means the email can be automated, but just in case it has to be resent, it can be sent again on demand from the booking.
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