Marketing
Design and check customer emails
The Email channel shows transactional email design. Customization requires Élite; editing the design does not send a campaign.
Step by step
- Open “Marketing” from the sidebar.
- As owner, open Marketing → “Email” in the correct location. Preview is readable; custom styles, AI, greeting/signature require Élite.
- Choose an unlocked style or send a design-chat instruction. Style selection and AI response save design; inspect preview before another change.
- Edit greeting/signature and press Save. They save separately; reload after errors to inspect each. Design does not change actual appointment details.
- Switch preview between confirmation, reminder and cancellation. Automatic text is Spanish; custom copy remains as written. Preview data is synthetic.
- Send me a sample sends real email to your session address, subject to shown limits. Check inbox/spam; visual preview or acceptance is not reading.
- Undo restores the available previous version. Reset design requires confirmation. Clear chat removes design history, not the saved design.
- After generation/save errors reload preview before spending another request. For a missing sample inspect outcome/support rather than repeated sends.
Feature availability depends on your plan and permissions.