Salonized automatically sends emails to your customers, such as appointment confirmations or reminders, to help manage your salon efficiently. This article explains how to configure these messages, verify your email address, edit template content using variables, and customise your email signature and social media links.
How do I configure where and when automatic emails are sent?
You can configure and indicate which emails you want to send automatically at different levels within the system:
Account level:
Go to Settings > Calendar settings.
Scroll to the end of the page.
Under ‘Reminder settings’, you can set whether and how long in advance you want to send an automatic appointment reminder by email.
Customer level:
Click the customers icon in the left sidebar.
Select the desired customer.
In the customer’s profile, you can enable the automatic sending of certain messages, such as the feedback message.
Calendar level: If you are moving an appointment in the calendar, Salonized will ask whether or not you want to send an appointment-moved notification.
Continue reading to learn how to edit the automatic emails sent by Salonized.
How do I verify my email address to start editing?
The first time you edit an email, you will be asked to verify your email address. To do it:
Go to Messages > Email templates.
Request a verification email.
Once you have received the verification email (this can take up to 5 minutes), click on Verify email address.
Return to Salonized to begin adjusting the content of your emails.
Which types of automatic messages can I send?
Although all automatic emails are provided with a suitable default message, you can customise the following types to align with your brand identity:
Appointment confirmation: Sent immediately after scheduling if the customer's email is known and the setting is enabled.
Appointment reminder: Sent at a specific time in advance (e.g., "24 hours in advance"). Set this preference via Settings > Calendar settings.
No-show email: Triggered when you mark an appointment as a no-show. You can enable it via Settings > Calendar settings.
Birthday message: Automatically sent around 09:00 AM to customers on their birthday.
Appointment moved email: You can inform your customer when you move an appointment to another time or day.
Appointment cancelled: When you remove an appointment from your calendar, you can inform your customer of the changes.
Digital invoice: Sent immediately via email after completing checkout.
Feedback request: Sent approximately 2 hours after the appointment if the review system is enabled.
Request to publish feedback: Sent to ask customers permission to use their feedback for your online review widget.
How do I edit the content of my automatic emails?
You can largely determine the content of your messages yourself by navigating to Messages (envelope icon) > Email templates.
Adjustable content: You can adjust the title and the body of the email for most messages.
Don’t forget to click the blue 'Save' button for each message to save your changes.
Note: only the digital invoice and the automatic feedback message have a fixed Salonized layout and cannot be edited.
How do I use variables to personalise my messages?
Variables allow specific information regarding an appointment to be automatically processed into the email:
By adding a variable like
{{first_name}}, the name of the correct customer is automatically inserted.Example: If Pieter Janssen books an appointment, the template uses his details to populate the confirmation.
You can find the list of variables you can use under each message.
You can copy and paste them directly from the list.
How do I set up a universal email signature?
By using the email signature, you only have to set up an email ‘footer’ once, and it will be shown at the bottom of every email by default.
You can find it on the communication page in Salonized. Set it up via Messages > Email Templates.
Note: Make sure that all other signatures in your emails are removed so you do not have to close every email with codes like {{company_name}} and {{company_address}}.
How do I link my social media accounts to my emails?
You can promote your social media channels by adding them to your automatic emails. Here’s how:
Click on the gear icon (Settings) on the left sidebar.
Select ‘Company Information’
Scroll to the end of the page.
Under ‘Social information’, add the link to your social media accounts.
Insert the variable
{{company_social}}in your email templates to add the social media links to your emails.