Printed from https://zeropos.shop/help/email-templates
Email templates: the wording of every email
Change the wording of the emails Zero POS sends: receipts, refunds and appointment reminders for customers, and three notices for staff.
Owners can change what each role may do.
MANAGE › Settings › Email templates holds six emails. Three go to customers: Sale receipt, Refund confirmation and Appointment reminder. Three go to staff: Daily report, Low stock alert and Payroll run prepared. All of them leave through the email provider connected in Integrations (Connect your email and set up marketing emails).
Before you start
- By default owners, administrators and managers can change the templates.
- An email provider is connected. Until then the screen shows No email provider connected — set one up in Integrations, and nothing really leaves.
Steps
Change a template
- Step 1
Open MANAGE › Settings › Email templates and pick a template from the list: ON, OFF or BY HAND shows beside each one.
- Step 2
Change the Subject and the HTML body.
- Placeholders you can use lists the tokens, such as {{customer.name}}, that are filled in for each email.
- Step 3
Check Live preview: it shows the email with sample data and your branding as you type.
- Step 4
Tap Save.
Stop the automatic receipt
- Step 5
Pick Sale receipt.
- Step 6
Untick Enabled and tap Save.
- Step 7
A finished sale no longer emails its receipt by itself, even with Email receipt on validate on (Sale options: customers, minimum prices and receipts). Staff can still send one with Email or Send receipt.
Turn on the staff emails
- Step 8
Pick Daily report, Low stock alert or Payroll run prepared.
- Step 9
Tick Enabled and tap Save.
- All three start switched off.
- Step 10
The daily report and the low stock alert go to the roles chosen for those alerts in MANAGE › Settings › Notifications; the payroll email goes to owners, administrators and managers.
What happens next
- Receipts and refund confirmations use the new wording the next time one is emailed, by hand or automatically (Print a receipt again, or email it).
- With Enabled ticked, the daily report goes out when a shop closes its day, the low stock alert when a product falls to its low-stock level, and the payroll email when a payroll run is prepared.
- Emails already sent don't change.
Questions
Does Send test send the template I'm editing?
How do I go back to the original wording?
Which language are the emails in?
Can I stop receipt emails with Enabled?
Why has Refund confirmation no Enabled switch?
Where is the appointment reminder switched on?
If you see this…
On screen
No email provider connected — set one up in Integrations
What to do
Connect your email first: Connect your email and set up marketing emails. Until then emails are only logged, not sent.
On screen
Sent (mock — configure a provider for real delivery).
What to do
The test didn't really leave: no provider is connected yet (Connect your email and set up marketing emails).
On screen
Enter a recipient email first.
What to do
Type an address in Preview send to, then tap Send test.
Good to know
- Keep {{lines.html}} and {{payments.html}} in the receipt's body: they bring in the items and how the sale was paid.