Settings & Integrations

Email Templates & Automated Email Behavior

Admins email-templates automated-emails triggers

Email Settings (?page=email-settings) is the dedicated template manager for every automated email the system sends — appointment confirmations, reminders, password resets, invoices, and more.

What you can configure

  1. Global behavior per trigger — turn each automated email type on/off, choose channel and timing.
  2. Default template selection/builder for each trigger type.
  3. Custom HTML editor with a variable reference (e.g., {{first_name}}) so templates can be personalized per recipient.

Step-by-step

  1. Go to Settings → Email Templates (or the direct Email Settings page).
  2. Pick the trigger (e.g., appointment reminder, password reset).
  3. Toggle it on/off, adjust timing if applicable.
  4. Edit the HTML/text using the available template variables.
  5. Save and, where offered, send a test email to confirm formatting.

Common issues & fixes

check the variable name is spelled exactly as documented in the variable reference; a typo won't be replaced.
confirm you saved the specific trigger's template, not just the global on/off toggle.
check SMTP is configured and active under Communication Channels first; templates only control content, not delivery.

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