Creating Custom Messages

A custom message can be created that can be bound to confirmations, emails, and invoices as a header or footer. These can serve to give specific information such as reminders about policy and terms of use or additional information about specific space. They can be customized fairly extensively as text and can serve a variety of purposes.

  1. Start by navigating to the Messages menu: Configuration > Other > Messages

  2. Select the message you wish to edit from the list and click Edit on the right side buttons, or click New to create a brand new message

    1. When creating a new message, recall that messages are global. Please tag your messages with the Department abbreviation provided in your onboarding materials.

  3. From the menu window that opens, you may select to enter your message either as formatted text either with the tools provided or HTML as desired in the “Confirmation HTML” tab.

  4. Make sure to click Ok when finished to save your settings, otherwise click Cancel to discard changes.

 

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