RoomBoss Documentation
English
  • Home
  • General Feature
  • PMS
  • SSMS
  • ECS
  • Travel Agent
English
  • Snow School Management System (SSMS)
  • Setup Processes
    • Users
    • Product Details
      • Categories
      • Products
      • Text Descriptions
    • Rate and Price Adjustments
    • Instructor Setup
    • Rich Messages
    • Invoice Strategy
    • Instructor Availability Management
    • Website Configuration
    • Online Credit Card Payment
    • POS Credit Card Payment With Square
    • Booking Channels
    • Setup for Operations
      • Schedule Activity Types
  • Sales Processes
    • Checking Availability
    • New Booking Request
    • New Booking Reservation
    • Point of Sale New Booking
    • Guest to Lesson Association
    • Guest to RFID Tag (Lift Pass) Association For RFID Check In
    • Check for Overdue Payments
    • Check for Due Tasks
  • Operations Processes
    • Instructor Operations
      • Maintain Instructors
      • Maintain Schedule Activities
      • Allocate Lessons to Instructors
      • Instructor Messenger
      • Paying Instructors
    • On Mountain Check In
      • On Mountain Check In and Lesson Allocation with RFID
        • Scenario 1 - Guest Check In - RFID Tag (Lift Pass) Already Associated with Correct Guest
        • Scenario 2 - Guest Check In - RFID Tag (Lift Pass) Not Associated With Guest
        • Scenario 3 - Allocate Lesson (Guest) to Instructor
        • Off Snow RFID Tag Scenarios
        • On Snow RFID Tag Scenarios
  • Reporting
    • Sales
    • Operations
  • Advanced Sales and Marketing
    • MailChimp Integration
    • Wufoo Integration
    • Social Sign In With Google and/or Facebook
    • Google Analytics
    • Facebook Pixel Conversion Tracking
  • USER GUIDES
    • General Features Across All Systems
    • Property Management System (PMS)
    • E-Commerce System (ECS)
    • RoomBoss For Agent
  • LINKS
    • RoomBoss Login
    • RoomBoss Website
    • Contact Us
    • Privacy
Powered by GitBook
On this page
  • PDF Invoices & Receipts
  • Guest Intranet
  • Automated Emails

Was this helpful?

  1. Setup Processes

Rich Messages

Setting up and enabling rich messages

PreviousInstructor SetupNextInvoice Strategy

Last updated 4 years ago

Was this helpful?

The Rich Messages feature allows you to set up branded HTML templates for customer communications.

Rich Messages can be:

  • Account Wide - messages displayed or emails sent to all guests.

  • Vendor Specific - messages displayed or emails sent on a per vendor basis to guests.

To manage Rich Messages:

Navigate to Product Setup →

PDF Invoices & Receipts

PDF invoices and receipts can be issued from the Edit A Booking screen, customers also have an option to download them via their Guest Intranet page.

Within invoices and receipts Rich Messages are used to control:

  • Your company name and address.

  • Terms and conditions, and any ancillary booking information (such as the need for equipment and a lift pass).

Guest Intranet

The Guest Intranet is a one-stop-shop for your customers to view details of their booking and make payment. With Rich Messages you can additionally convey:

  • Booking requirements - mandatory prerequisite of lift pass/equipment and meeting location.

  • Terms and conditions.

Automated Emails

Emails can be sent to customers automatically via a number of triggers, customised messages can be sent depending on the situation:

  • Thank you email after the customer makes an enquiry or a booking.

  • Reminder email prior to an invoice being due, or chase up email after due date passed.

  • Confirmation email after a payment is received.

  • Notification email on cancellation of booking.

  • Courtesy email prior to lesson start date to remind the customer and provide more information plus offer additional services (upsell).

  • Thank you email after the lesson end date. Optionally including a link to the RoomBoss survey module to receive customer feedback.

  • Email triggered by clicking on the Send Email button on the Edit A Booking page.

All your auto emails can include a QR code which can be used to identify your guest (and find their booking) at check-in.

Once setup of Rich Messages are complete, you will need to enable the sending of Automated Emails:

  • Click Edit Details

  • Enter your account credentials

  • Click on the checkbox of your required automated email

  • Click Save

Navigate to Account →

For more information about Rich Messages please click .

Edit Account Details
here
Rich Messages