How to Access Auto Emails
From your Dashboard, go to Auto Emails available on your left-hand panel.
If you are a new business, you may need to Activate your Emails first.
You’ll see a categorised list of Account Emails, Booking Emails, and Subscription Emails.
Each category has an option to Customise Email — click on it to open the email editor.
Categories of Auto Emails
Auto Emails are grouped into three main categories:
Account Emails
These are sent to clients or team members when user or admin actions occur.
Email Type | Trigger |
Welcome Email | Sent to clients when added from Frontdesk by an Admin. Includes login credentials for the Service Store. |
Add Team Member | Sent when a team member is added to the Dashboard. |
Disable Team Member | Sent when a team member’s Dashboard access is revoked. |
Delete Team Member | Sent when a team member’s access is removed permanently. |
Re-enable Team Member | Sent when a team member’s Dashboard access is restored. |
Booking Emails
These emails keep your clients informed about their bookings, cancellations, reminders, and payments.
Email Type | Trigger |
Order Confirmation Email | Sent when a client completes a booking. |
Order Cancellation Email | Sent when a booking is cancelled (by the client or admin). |
Booking Reschedule Email | Sent when a class, event, or appointment is rescheduled. |
Reminder Email - 24 Hours | Sent 24 hours before a session begins. |
Request Payment Email | Sent with a payment link when payment is requested from the Frontdesk. |
Waitlist Email | Sent to notify clients when a waitlist spot becomes available. |
Subscription Emails
These emails help clients stay updated about their recurring services or subscriptions.
Email Type | Trigger |
Subscription Renewal Reminder - 24 Hours | Sent 24 hours before subscription expiration (if not auto-renewed). |
Subscription Auto-Renewal Confirmation | Sent when an Auto-Pay renewal is successful. |
Subscription Auto-Renewal Failed | Sent when an Auto-Pay renewal fails. |
How to Customise an Auto Email
You can modify the content, sender, and subject line for each auto email to fit your brand’s voice.
Steps to Customise:
Click Customise Email beside the email you want to edit.
In the customisation window, you’ll see the following options:
Title: Displays the email name (e.g., “Welcome Email”).
From: Click Change Sender’s Email to choose the sender’s email address.
Subject: Add or edit the subject line.
Example: “Welcome to {{business_name}}!”
Email Body: Modify the message content using the editor. You can personalize the email with tags like {{client_name}} or {{business_name}}.
Add Tag: Insert merge tags for personalization (e.g., client name, service name, etc.).
Format: Use rich text formatting to add links, bold text, or lists.
Once edited, click Save.
If you want to temporarily stop an email from being sent, toggle Disable Email.
⚠️ Note: If you make changes but don’t click Save, your edits will be discarded.
Example: Customising the Welcome Email
Trigger: Sent when a client is added to the Dashboard CRM by the Admin.
Subject Example:
Welcome to {{business_name}}!Body Example:
Hi {{client_name}}, Welcome to {{business_name}}! Your account has been successfully created. You can log in using your registered email and password to book your favorite classes and programs. We’re thrilled to have you with us!Tags You Can Use:
{{client_name}}
{{business_name}}
{{login_link}}
{{service_name}}
✅ You’ve successfully set up and customised Auto Emails in Omnify!
Your automated communications are now personalised, on-brand, and ready to enhance client engagement.