By clicking on this function, it will bring up the E-mail customer page
The options on this page include:
1) Edit the email recipient, this will default to the customer email. However, you can send an email to anyone by using the “Custom Recipient” option or by using any of the pre-populated email addresses from anyone set up as an administrator within CheckFront
(This can be useful when following up or sharing booking information with other team members)
2) Edit the email sender, this will default to the email bookings@scoutsqld.com.au however you also have the option to use the email address that you are using to log into the system. Any customer replies, will go back to the email you choose and not the CheckFront system
3) The subject line will default to a summary of the booking information. This can be changed to anything, as it is a free text field, however it is recommended that you include the booking id as a minimum in any subject line.
4) “cc” field, you have the option to add any additional email addresses for people you want to include in the communication. There is no option to “b.c.c.” in CheckFront
5) You would then enter the email message; this is a free text field so anything can be typed
6) The last useful option before sending an email is the option to “Include invoice in e-mail”. When this option is checked, it will re-send a copy of the booking confirmation, displayed immediately below whatever text you type. This is particularly useful if you need to re-sent an invoice, or if you have made a change to their booking and need to send them an updated booking confirmation.
Once you have finish preparing the email message, then click on the send button.
A copy of the message information will be stored in the notes section of the booking, with details of when it was send and by who.
This is how the email will be received by the customer:
It is recommended that you enter details of any customer replies into the note section on the booking page, This keeps a record of all communication in the same place.