ChargeAutomation

1. Go to <a href="https://app.chargeautomation.com/client/v2/settings/manageEmails" target="_blank" rel="nofollow noopener noreferrer">Settings &gt; Preferences &gt; Template Messages</a>.

2. Set Recipient = Guest and Template = Complete Your Pre Check-in

3. Scroll down to Edit {Details_Section} Content section. You can choose which fields you want to display from the list of Template Variables.

Find out where to modify the Details Section in ChargeAutomation's Complete Your Pre Check-in email template.

Where to modify {Details_Section} on the Complete Your Pre Check-in email

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Create your workspace and invite the people you work with.

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{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Where to modify {Details_Section} on the Complete Your Pre Check-in email

1. Go to Settings > Preferences > Template Messages.

2. Set Recipient = Guest and Template = Complete Your Pre Check-in

3. Scroll down to Edit {Details_Section} Content section. You can choose which fields you want to display from the list of Template Variables.