The Agendize platform allows you to customize the emails and text messages sent to your customers, staff members and manager.

This can be done by clicking on the link that appears when you have your mouse over the notification description in the Scheduling process page, or by going to your Dashboard (1), Settings (2) and clicking on Messages (3).

Then, click on an existing message (4) to modify it, or on the trash icon (5) to revert a template to its default content.

Finally, you can create new templates to send to your customers in the CRM section (LINK) by clicking on the "Add Message" buttons (6 & 7)

Once you click on an existing template, you will be able to customize its content.

  1. Name: you can change the message name, for internal purpose only: this will only be visible in the platform
  2. Subject: this is the subject of the email that will be sent out.
  3. Email / text body: customize here the content of the message that will be sent by the platform.
  4. Dynamic text: Dynamic texts are contents that will be automatically replaced by their value when the message is generated. For example, the dynamic text "{company address}" will be replaced by the actual address of your company.
  5. Attachement files: attach files to your emails.