Create new templates to suit your organization's needs or use the default templates and edit them as required to align your invites to customers with your company style. 

You can use our customization options to:

1. Use dynamic custom fields and position them in your invites.
   
2. Customize the email content using formatting tools.
   
3. Preview, clone, or edit the email template whenever needed.
   

Steps

1. Go to General under Settings and choose Email Templates.
   
2. Select the activity you want to create the template for.
   
3. Click Create New Template (highlighted in the screenshot below) to start creating a new template.
   

1. Enter the template name, subject, and message body for the email.
   
2. Use the basic editing icons at the top of the page.
   
3. Choose Insert custom fields next to Subject to add the technician's name, customer's name, and organization's name to your email subject.
   
4. Choose Insert custom fields next to Mail body to add the technician's name, customer's name, organization's name, and joining link to your email.
   
5. Preview the email and click Save to save the customized email template for future use.
   
6. Click Select this template to use the template the next time an email is sent.