Manage Templates

SendMyRooms™ comes with ready-made, personalized email templates for Invitations, Reminders and Confirmations. Preview, edit, and send yourself a test copy right from the Templates page.

  1. Go to the SendMyRooms™ Management Area.
  2. Click Settings.
  3. Click Manage Templates at the bottom.
The Templates page listing the Invitation, Reminder and Confirmation email templates, each with Show Preview, Edit Template and Send Test
  • If you've added extra Invitation Templates in Settings, they'll show up here too.
  • Turn on automatic reminder and confirmation emails from your settings.
  • Multiple-language support is coming in a future release.
  • Three preset templates are ready to go as soon as you connect to SendMyRooms™ — use them as-is or customize them to fit your studio.
  • Made a mistake editing one? Click Reset to Default at the bottom of the Template Editor to start over.
  • Use Show Preview to see the email as your client will — any Text Tags are replaced with the client's actual details.

  1. Click Edit Template next to the email you want to customize.
  2. Make your changes.
  3. Use the toolbar to control formatting and character styles.
  4. Insert Text Tags to personalize the message automatically.
  5. Click Save Changes when you're done.
  6. To start over, click Reset to Default.
The Edit Invitation Template editor, showing the default invitation email with its [FIRST_NAME] and [VIEWING_DATE] text tags

Personalizing Your Emails with Text Tags

Text Tags automatically fill in details like your client's name, your studio name, and the appointment time — so you don't have to type them into every message.

Text Tags sit in square brackets, like [FIRST_NAME]. To avoid typos, insert them with the [VAL] button rather than typing them by hand:

  1. Place your cursor where you want the tag.
  2. Click [VAL].
  3. Choose the tag you want from the drop-down.
The template editor with the [VAL] menu open, listing the text tags that can be inserted — client name, viewing date, SMR login details and business fields

Use Show Preview to see the tags replaced with real values.