During your work routine you may find yourself sending out the emails on recurring topics. This workflow can be optimized by adding email templates for the scenarios you encounter regularly.

To add a template, expand the Clients section on the sidebar and click on Email Templates:



Click on the "Plus" icon in the top right corner and compose the message in the pop-up window that appears:



You can always edit and delete an existing template by clicking on the relevant icon in the list of templates:


Note: there are some pre-defined templates which are used for the system messages and cannot be deleted. Those are "Confirmed Estimate", "Thank you message" etc.

To send a template email, see the instructions here: Sending a template email to a client.
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