BookX allows you to fully customize the emails sent to customers and store owners for booking-related activities. You can configure sender details, choose who receives notifications, enable or disable specific emails, and personalize email templates to match your brand and communication style.
This section explains how to configure email settings and customize the available email templates in BookX.
Configure email notification settings
1. Go to BookX Settings and click Edit under Notifications & Workflow.
2. Make sure Email Notification is selected.
3. Under Email Settings, configure the following options:
- Reschedule email address: Email address that receives reschedule notifications
- Sender email: Email address used to send emails to customers
- CC email: Additional email addresses that receive a copy of the emails
- BCC email: Additional email addresses that also receive a copy of the emails
4. To add your logo to the email, click on Customize Email Templates.
5. Click Add files to upload your logo in any supported formats.
6. Set the header color theme for confirmation, reschedule, or cancellation emails.
7. Once you upload the logo and make the color changes, click the Save button.
Customize email templates
Under Email Templates, you can customize emails sent to Customers and Store Owners.
Available email templates:
You can customize the following templates under both Customer and Store Owner sections:
- Confirmation email
- Regular confirmation email
- Multi-day confirmation email
- Full-day confirmation email
- Bundle confirmation email
- Reschedule email
- Regular reschedule email
- Multi-day reschedule email
- Full-day reschedule email
- Bundle reschedule email
- Cancellation email
- Cancellation email
- Multi-day cancellation email
- Full-day cancellation email
- Bundle cancellation email
Note: By default all the emails are enabled, you can enable or disable emails sent to customers based on your needs.
How to customize an email template
1. Click on the email template you want to customize.
2. Use the available placeholders to personalize the email subject.
3. Customize the email body using one of the following methods:
- Visual editor: Use placeholders to personalize content visually
- Code editor: Use custom CSS for advanced styling
Note: To customize the email for bundle confirmation, reschedule, or cancellation email using custom CSS, you have to use the following code in addition.
Use these tags to define the values:
bookingDate, bookingTime, timezone, rescheduleLink, cancelLink, googleMeetLink, zoomMeetingLink
{% for slot in bundleSlots %}
{% assign isLast = forloop.last %}
<table width="100%" cellpadding="6" cellspacing="0">
<tr>
<td>
<strong>Date & Time</strong>
</td>
<td>
: {{ slot.bookingDate }}, {{ slot.bookingTime }}
{% if slot.timezone and slot.timezone != blank %}
({{ slot.timezone }})
{% endif %}
</td>
</tr>
{% if teamMember.length > 0 %}
<tr>
<td>
<strong>Teams</strong>
</td>
<td>
: {{ teamMember }}
</td>
</tr>
{% endif %}
{% if location.length > 0 %}
<tr>
<td>
<strong>Location</strong>
</td>
<td>
: {{ location }}
</td>
</tr>
{% endif %}
{% if slot.googleMeetLink and slot.googleMeetLink.length > 0 %}
<tr>
<td colspan="2">
<table cellpadding="0" cellspacing="0">
<tr>
<td>
{{ slot.googleMeetLink }}
</td>
</tr>
</table>
</td>
</tr>
{% endif %}
{% if slot.zoomMeetingLink and slot.zoomMeetingLink.length > 0 %}
<tr>
<td colspan="2">
<table cellpadding="0" cellspacing="0">
<tr>
<td>
{{ slot.zoomMeetingLink }}
</td>
</tr>
</table>
</td>
</tr>
{% endif %}
</table>
{% endfor %}4. Use the formatting tools to change font styles, alignment, and add links or images.
5. Switch between languages using the language dropdown.
6. Click Save to apply the changes.
If you need further help with setting up email notification, please contact our customer support.