Docs / Hotels guide

Emails and reminders #

Email templates are managed under News Letters in the admin menu.

Newsletter type When it is sent
Registration A user account is created
Forgot Password Someone asks to reset their password
Task Assign A task is created or assigned
Pending Tasks Reminder Once a day, to everyone with waiting tasks

Write a template #

  1. Open News Letters (tabs Templates and Types), and press the add button on Templates.
  2. Enter a Title, choose the Newsletter Type, write the Template.
  3. For the reminder, use the placeholders {{USER_NAME}}, {{PENDING_COUNT}}, {{TASK_SUMMARY}} and {{DASHBOARD_LINK}}.
News Letters: the templates, with one open
News Letters: the templates, with one open

Switch on the daily reminder #

In System settings → Email Reminders, turn on Daily Pending Tasks Email and set the Send Time, for example before the morning shift.

Keep emails short, and write in the hotel's own voice: "Dear Ravi, 3 requests are waiting for you".

Next: 14. Test run