Customize message templates & designs
Templates set the wording and look of every email and SMS Lorenly sends to your clients. Change them in Settings → Templates. If the page shows a lock, your plan does not include the template editor, and the built-in texts are used.
Find a template#
The Template library lists every template. Filter by event (confirmation, reminder, cancellation and so on), channel (email or SMS) or service category. The top of the page summarises your automated messages and whether each one is on.
Edit a template#
- Click a template, or choose New template.
- Pick the Event it belongs to and the channel.
- Write the subject and message. Use Insert shortcode to add live details such as the client's first name, the date and time, the service, the deposit paid or the link to manage the booking. Only codes that make sense for that event are offered.
- For emails, choose Designs to start from a ready-made layout. Filter by layout and style, Preview, then Use this design.
- Check the Preview, which fills the shortcodes with sample data.
- Save.
Each template has a language. Add a version per language you serve, so clients receive messages in the language they booked in.
A version for some services#
A confirmation, reschedule, cancellation or no-show email can have its own version for some services, for example a permanent make-up confirmation with its consent form, or a lash lift confirmation with preparation tips.
- Open the template, or create a new one for the same event.
- Under Used for, choose Replaces the default for some services.
- Tick the services that get this version, then Save.
Clients booking those services get this version instead of the default one: one email per booking, never both. A service can only be in one version.
Form links in templates#
If a form is sent with bookings, the booking emails carry its link
automatically. To place it inside your own wording, use Insert shortcode:
{booking.forms} for the list of forms, {booking.forms_url} for the first
link, and {if.booking.forms_url} ... {endif} around a part that should only
show while a form is still waiting, see
Send a form with the booking confirmation email.
Timing for scheduled messages#
Under Send schedule, the Anchor decides when a scheduled template goes out: the booking start time, the booking creation, the client's birthday, a package expiry, or an unpaid deposit expiry. Then set the delay. A new scheduled message starts off; switch it on in Settings → Notifications. SMS can only be scheduled as reminders a number of hours before the appointment.
Test it#
Use the test send to receive the message yourself. Recipients come from the test list in Settings → Notifications.
Your templates stay yours#
Lorenly never rewrites a template you saved: it is sent exactly as you wrote it, even when the built-in texts improve. To go back to the current built-in version, open the template and choose Reset to default.
Whether a message is sent at all is decided in Confirmations, reminders & follow-ups, not here.