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Creating and using booking proposal message templates
Creating and using booking proposal message templates
How to customize and create templates for the messages that guide your clients through their booking proposal
Justin Morabito avatar
Written by Justin Morabito
Updated over a week ago

It is important to set expectations with your clients in as many ways as you can - it is a principle that is deeply engrained in Sprout Studio in a variety of ways.

A booking proposal is a guided booking process; it was designed to hold your clients' hands every step of the way.

When your client first views their Booking Proposal, they will be met with a Welcome Message you have written to greet them. For example, you may want to thank them for booking you, give them instructions on how to make payment after signing their contract, tell them about the expiry date of the Booking Proposal, and so on.

After they have completed the proposal, signed the (optional) contract, and made their (optional) payment, they will be met with a Thank You Message which you can use to thank them again for booking you, provide further instruction or direction as required, and advise them of applicable timelines, etc.

How to customize your booking proposal message:

By default, there is a generic welcome and thank you message in a booking proposal that we provide to start you off. To add a custom welcome and thank you message to a booking proposal:

  1. Click the "Options" button next to the Welcome message in the "Message Template" panel while editing a booking proposal.

  2. Create a new message or choose a message template from your list of message templates. To create new message templates, go to Settings > Booking > Proposal Messages to create, edit and manage your message templates.

Creating your booking proposal message

When creating your proposal template, you need to set both the welcome message and the thank you message in the same template. To switch between the 2, click the dropdown menu in the top right corner of your template.

After your proposal template has been applied, your Booking Proposal will pull each welcome and thank you message into the proper section of the proposal.

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