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Templates

How to Set Up Templates

Ilaria Lanni avatar
Written by Ilaria Lanni
Updated over 6 years ago

Frontdesk Anywhere allows you to customize all communications with your guests: all templates are in a html format, and their content can be easily editable!

Click here to check out all available variables you can use in the HTML templates!

  • In the Admin Settings, click on the blue link Templates under section General:

  • You will see a list of all the types of templates that the system offers: the name of each template appears on the top left hand side of each message panel.

  • Under each section you will see one disabled template already listed: these templates are only used as a guide, and they are non-editable:

  • To create a new template, click on the blue button New Template on the top left hand side of the screen:

  • Select the template you want to create by clicking on the right option in the scroll down menu:

  • Give a name to the template and click on the blue button Create and Edit:

  • The template you have just created will be listed under the opposite header:

  • Once the template has been created, it also needs to be enabled. Click on the yellow button Edit on the right hand side of the newly created template:

  • Enable the template by checking the box next to the tag Template Enabled:

  • Select where you want the template to apply and appear, by checking the right boxes under the written System Section Filters:

  • To DELETE a template, just click on the red button Remove next to the relevant template:

Here is a quick breakdown of what each box means:

If you check the box Invoices, your template will show up in any reservation folio, in the Invoice section of the link Payments:

If you check the box POS, the template will show up as a Receipt in the Point of Sale area of your PMS:

If the box Group Messages is checked, the newly created template will appear in any Group Folio, at the bottom:

If you check the box Reservation Messages, the template will appear on the bottom left side of each reservation folio:

Finally, if you check on the Profile Documents, the template will show in the Profiles area:

  • When finished, click on the button Save at the bottom of the screen.

FAQs - This article answers the following questions:

How do I edit message templates?

How do I edit the invoice?

How do I edit the registration card?

How do I edit the confirmation email?

How do I edit the cancelation email?

How do I send a confirmation manually

How do I send a confirmation without rates

How do I edit my confirmation email?

How do I edit my invoices?

Can I make my own confirmation letter?

Where can I change the messages that are in the confirmations?

How do I edit templates?

Where can I edit messages?

Where do I edit messages?

Can I edit my templates?

Can I edit my invoice?

Can I edit message templates?

Can I edit my cancellation message?

Can I edit my registration card?

Can my templates be edited?

Can I create a new confirmation email?

Can I create a new confirmation email without rates?

Can I edit my Terms and Conditions?

Can I change the layout of my templates?

Where can I find HTML tags?

Where can I find how to edit my templates?

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