Template Customization
Design professional email templates that reflect your brand. Customize the content, layout, and styling of every automated email your customers receive, from booking confirmations to follow-up messages.
Email Template Editor
The template editor provides a visual interface for designing your emails without needing to write code. You can also switch to HTML mode for advanced customization.
Accessing the Editor
- Go to Settings → Email → Templates
- Select an existing template to edit or click Create Template
- The visual editor opens with a live preview panel
Editor Features
- Drag-and-drop blocks – Add text, images, buttons, dividers, and spacers
- Rich text formatting – Bold, italic, links, lists, and headings
- Merge tag insertion – Click to insert dynamic customer and booking data
- Mobile preview – Toggle between desktop and mobile preview
- Undo/redo – Step through your changes
- Version history – Restore previous versions of a template
Start with a built-in template
SeroBook provides pre-designed templates for every email type. Start with a built-in template and customize it rather than building from scratch. This ensures your emails include all the essential information and follow best practices.
Available Email Templates
SeroBook uses templates for every type of automated email. Each template can be individually customized to suit your business needs.
Booking Confirmation
Sent immediately when a booking is created or confirmed. Includes date, time, service details, and location.
Appointment Reminder
Sent before the appointment (configurable timing). Helps reduce no-shows with a gentle nudge.
Cancellation Notice
Sent when a booking is cancelled by staff or the customer. Includes cancellation policy information.
Follow-Up
Sent after the appointment is completed. Can include feedback requests and rebooking links.
Rescheduling Confirmation
Sent when a booking is moved to a new date or time. Shows both old and new details.
Invoice / Receipt
Sent with payment confirmation or invoice details. Includes line items and totals.
Template Variables and Merge Tags
Merge tags are placeholders that are automatically replaced with real data when the email is sent. Use them to personalize every message.
Customer Variables
| Variable | Description |
|---|---|
{{customer.firstName}} | Customer's first name |
{{customer.lastName}} | Customer's last name |
{{customer.email}} | Customer's email address |
{{customer.phone}} | Customer's phone number |
Booking Variables
| Variable | Description |
|---|---|
{{booking.date}} | Formatted appointment date |
{{booking.time}} | Formatted appointment time |
{{booking.service}} | Name of the booked service |
{{booking.staff}} | Assigned staff member name |
{{booking.location}} | Booking location or address |
{{booking.price}} | Total price of the booking |
{{booking.reference}} | Unique booking reference number |
Business Variables
| Variable | Description |
|---|---|
{{business.name}} | Your business name |
{{business.phone}} | Your business phone number |
{{business.email}} | Your business email address |
{{business.address}} | Your business address |
Fallback values
You can set fallback values for merge tags in case data is missing. For example, {{customer.firstName | "there"}} will output "there" if the customer's first name is not available, resulting in "Hi there" instead of "Hi ".
HTML vs. Plain Text Templates
Every email template in SeroBook has both an HTML version and a plain text version. Both are sent together so that all email clients can display your message correctly.
HTML Templates
- Rich formatting with colors, fonts, and images
- Branded layout with your logo and business colors
- Clickable buttons and styled links
- Designed using the visual editor or raw HTML
Plain Text Templates
- Text-only version for email clients that do not render HTML
- Automatically generated from the HTML version
- Can be manually edited for a cleaner text-only experience
- Important for accessibility and deliverability
Always review plain text
After editing an HTML template, review the auto-generated plain text version. Ensure that links, merge tags, and key information are readable in plain text format. Some email clients default to plain text rendering.
Preview and Testing
Always preview and test your templates before they go live. SeroBook provides multiple ways to verify your emails look correct.
Preview Options
- Live preview – See your template rendered in real time as you edit
- Desktop preview – View how the email appears on desktop email clients
- Mobile preview – Check responsive layout on mobile devices
- Dark mode preview – See how the email looks in dark mode email clients
Sending Test Emails
- Click Send Test in the template editor
- Enter the email address to send the test to (defaults to your own)
- Choose a sample customer to populate merge tags with real data
- Click Send Test Email
- Check your inbox and verify the email looks correct
Test across email clients
Emails render differently across clients (Gmail, Outlook, Apple Mail, etc.). Send test emails to multiple accounts to ensure consistent appearance. Pay special attention to Outlook, which has limited CSS support.
Branding Your Emails
Create a consistent brand experience by customizing the visual identity of all your email templates.
Brand Settings
Configure your email branding in Settings → Email → Branding:
- Logo – Upload your business logo (recommended size: 200x60px)
- Primary color – Used for buttons, links, and headings
- Background color – Email body background
- Footer content – Business address, social links, unsubscribe link
- Font family – Choose from web-safe fonts for consistent rendering
Global Header and Footer
The header and footer are shared across all templates. Changes to these sections update every email automatically:
- Header – Logo, business name, optional tagline
- Footer – Contact information, social media links, legal text, unsubscribe link
Unsubscribe link required
All marketing emails must include an unsubscribe link. SeroBook automatically adds one to the footer. For transactional emails (confirmations, reminders), the unsubscribe link is optional but recommended.
Conditional Content Blocks
Show or hide sections of your email based on conditions. This lets you create a single template that adapts to different scenarios.
Available Conditions
- Booking status – Show different content for confirmed vs. pending bookings
- Payment status – Include payment details only when a payment has been made
- Staff assigned – Show staff information only when a staff member is assigned
- Customer tag – Display VIP messaging for tagged customers
- Service type – Customize instructions based on the booked service
Using Conditions
- In the template editor, select a content block
- Click Add Condition
- Choose the condition type and value
- The block will only appear when the condition is met
Template Versioning
SeroBook automatically saves a version history for each template, allowing you to track changes and restore previous versions.
- Auto-save – Templates are saved automatically as you edit
- Version history – View all previous versions with timestamps
- Compare versions – See what changed between two versions
- Restore – Revert to any previous version with one click
- Publish control – Draft changes without affecting the live template until you publish