Emailing Customers

When email is configured properly, you can:

• Email a customer from the Edit Customer window.
• Email a customer from an open ticket.
• Email a customer a PDF of their ticket (see Printing to Email).
• Email every customer who had a repair order closed after a certain date.
• Email appointment confirmation emails for newly scheduled or rescheduled appointments automatically.
• Send appointment reminders to all customers with appointments within a set number of hours.
• Customize Email Templates with text, graphics, attachments, and your shop information.
  • Templates mean you don't have to type every email from scratch.

You can also:

• Have three email addresses per customer.
• Make email address required when entering customer information.
• Send a test email from Configuration to make sure your setup works before emailing your customers.

The topics in this section include: