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Emailing booking invoices to Customers

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |
Locate: Reports > Booking Index > Booking Details > Email
Prerequisites: 

  • Admin permissions to manage inventory or restricted permissions for Reports & Booking Data and Email Customer.
  • The Booking Invoice feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

In this article, we look at how to email the booking invoice to a Customer, including how to customize the message sent.

New to the Booking Invoice and booking details? Be sure to the first article in this series, Introduction to the booking invoice and booking details, before starting!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full management capability of the Booking Invoice features.

 

Emailing the booking invoice to a Customer

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Email Customer Button

Notifications are an efficient way to streamline invoices, receipts, and follow-up email. There may be, however, an occasion where you need to quickly send an email to a Customer to notify them of updated booking details.

You can send an email directly to the Customer from the invoice by clicking on the Email button in the sidebar while viewing a booking!

 

Note

The Email button is disabled if the Customer does not supply an email address during the booking process.

If you have the email address, then you must first add it to the Customer's profile before you can email them through the system.


Email Customer

From the E-mail Customer modal, you are able to select the recipient (To), the sender (From), a Subject for the message, and a carbon copy (CC) recipient. There is also a box in which to input your Message, before sending it on its way.  

 

- Recipient (To)

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Email To

The recipient can be chosen from the dropdown menu.

By default, the Customer is selected as the recipient of the notification email. However, you can instead input a custom recipient, by clicking on the Edit Recipient link, or choose one of your Staff members, if you'd prefer to send an in-house notification for the booking.  

 

- From

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Email From

By default, the email is sent from the main company email, as configured in your account settings. However, you can change this to your own Staff email account by selecting it from the dropdown menu. Any replies go to that same address.

 

- Subject

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Email Subject

The Subject field is pre-populated with some details on the booking in question. This can be replaced with whatever text you like. Best to keep it short and to the point!

 

- Carbon Copy Recipient (CC)

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Email CC

If there's somebody else you'd like to send the notification to, then enter their email address in the CC field. Multiple addresses can be used and should be separated by a comma.  

 

- Message

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Email Message

The following variables can be added to personalize the message. The variable is replaced with the specific data once sent.

Variable Description

{$COMPANY_NAME}

Name of your company.

{$CHECKFRONT_URL}

URL of your Checkfront account e.g. myaccount.checkfront.com.

{$ACCOUNT_ID}

ID of the staff account which was used to make the booking.

{$CREATED_BY}

Where did the booking come from e.g. Staff or website.

{$CUSTOMER_NAME}

Name of the Customer.

{$CUSTOMER_FIRST_NAME}

First name of the Customer.

{$CUSTOMER_LAST_NAME}

Last name of the Customer.

{$CUSTOMER_EMAIL}

Email address of the Customer.

{$BOOKING_ID}

Unique booking ID.

{$BOOKING_TOTAL}

Total amount for the booking. Includes currency formatting.

{$BOOKING_STATUS}

Current status of the booking such as Deposit or Paid.

{$BOOKING_QTY}

Quantity booked on the invoice.

{$BOOKING_ITEMS}

Name of item(s) or product(s) being booked. Multiple items or products are comma-separated.

{$BOOKING_DATE}

Date of booking. May include a date range or time depending on the booking.

{$BOOKING_START_DATE}

Starting date of the booking.

{$BOOKING_END_DATE}

Ending date of the booking.

{$BOOKING_TIME}

Time for which the booking has been made.

{$BOOKING_START_TIME}

Starting time of the booking.

{$BOOKING_END_TIME}

Ending time of the booking.

{$BOOKING_DETAILS}

Details of item(s) or product(s) being booked. This is from the details box provided in the item or product setup. Multiple items or products are separated by a new line and include the item or product name.

{$BOOKING_EXTRA_DETAILS}

Extra details added to your items or products.

{$BOOKING_ITEMS_URL}

URL to the individual items or products included in the booking.

{$BOOKING_RATES}

List of items or products booked with their respective rates.

{$BOOKING_DISCOUNT_CODES}

Name of any discount code(s) applied in the booking. Multiple codes are comma-separated.

{%BOOKING_ADMIN_URL}

Link to the booking in your Checkfront account backend.

{$BOOKING_PAYMENT_URL}

Link to the payment page for this booking. If no balance is due, then this redirects to the receipt (BOOKING_URL) page.

{$BOOKING_PAY_FULL_URL}

Link to the payment page for this booking. This requests the full payment from the Customer even if there is still a deposit owed. If no balance is due, then this redirects to the receipt (BOOKING_URL) page.

{$BOOKING_CANCEL_URL}

Direct link for the Customer to cancel their booking.

{$BOOKING_PDF_URL}

Direct link to a PDF of the booking.

{$BOOKING_GUESTS_URL}

URL to the Guest Details page of the booking. Must have the Guest Forms feature enabled to use.

{$BOOKING_URL}

URL to the receipt of the booking, along with links to PDF and Payment pages.

{$BOOKING_URL}&view=documents

Link to the 'Required Waiver Documents' page.

{$BOOKING_QR_CODE}

Inserts the QR code into the email so you can customize its placement in the body of the notification.

{$BOOKING_LOCATION_LINKS}

Displays the name of each item or product in the booking with a hyperlinked address that shows the location on Google Maps.

{$SINGLE_ITEM_LOCATION_LINK}

Link to the item's or product's location in Google Maps. Displays the first item or product in the booking's location only.

{$SINGLE_ITEM_ADDRESS}

Hyperlinked address to the item's or product's location in Google Maps. Displays the first item or product in the booking's location only.

{$SINGLE_ITEM_LOCATION_URL}

Displays a clickable URL linking to the item's or product's location in Google Maps.

{%EMBED_INVOICE}

 This macro embeds a full invoice into the email. Differs depending on Text or HTML.

 

- Include Invoice in Email

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Email Invoice

If you'd like to include a copy of the invoice with the email, then check the box at the bottom of the window. The invoice is embedded below any content you add to the message field.

 

Note

The Pay Now button does not populate in the Staff or Customer PDF view of an invoice. Instead, the button populates when an invoice is embedded in an email to a Staff or Customer recipient.

 

In the next article in this series, we look at viewing Customer details from the Booking Invoice.

 

 

< Printing booking invoices to PDF     |     Viewing Customer details from booking invoices >

 

 

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