To modify template messages in ChargeAutomation, you can manage both email and SMS templates directly through your dashboard. Here is how you can handle these modifications:
Modifying Email and SMS Templates 📧
You can customize the content, layout, and triggers for various guest and client notifications (e.g., Complete Your Pre Check-In, Payment Method Required, Security Deposit Required).
Access Template Settings: Navigate to the Settings area of your main menu and click on Preferences>> Template Messages.
Edit Content: By default, this page is set to the Guest templates, but to see host templates, simply change the Recipient.
Step #1: Select your template from the drop-down. You can modify the main body text of the email or SMS.
Step #2.: Customize the text and links for call-to-action buttons within the templates.
Step#3: Configure Triggers: For templates like Payment Method Required or Security Deposit Required, you can set When to Send Notification (e.g., immediately after booking, 10 days before check-in, etc.).
Step #4: Save Changes: Ensure all items are saved correctly. The system stores these in database tables keyed by language ID.
Handling Translations 🌍
ChargeAutomation supports multi-language templates to ensure guests receive messages in their preferred language.
Per-Language Rows: Templates are stored as separate rows for each supported language.
Auto-Translate: When you change your account's default language, the system can auto-translate templates using AI providers (like OpenAI or DeepL).
Guest Experience Notifications 🛎️
➡️For pre-arrival notifications, you can adjust settings under Guest Experience>>Guest Journey Editor>>
➡️Modify the Auto Notify Guest to Complete Pre-Arrival settings.
➡️Set up reminders (e.g., 7 days, 5 days, and 1 day before check-in).
➡️Save your progress!
