Creating Email Templates

To customize the automated email templates, go to your Settings tab and select Email Templates.  From here, you are able to customize the auto-emails that are sent out to your tenants with your own text and selected fields.  Be sure to take note of the Database Fields by hovering over the blue question mark, as it explains how you are able to have the program insert first and last names of your tenants, the transaction amount and their ledger balance by simply clicking on those specific fields in the body of the email.

Depending on the browser that you are using, you may be able to drag and drop or cut and paste images on to the template.

Email templates can also be sent directly to a tenant, owner, vendor, or group by right-clicking on their account and then selecting Email/SMS from the menu.

Feedback and Knowledge Base