Rich Messages

Setting up and enabling rich messages

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 → Rich Messages

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:

Navigate to Account → Edit Account Details
Click Edit Details
Enter your account credentials
Click on the checkbox of your required automated email
Click Save

For more information about Rich Messages please click here.

PreviousPrice Adjustments NextInvoice Strategy

Last updated 3 years ago

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).

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:

Navigate to Account → Edit Account Details

Click Edit Details

Enter your account credentials

Click on the checkbox of your required automated email

Click Save

For more information about Rich Messages please click here.