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.

Last updated