Edit the texts and emails your clients get

Every automatic message Quoti sends your clients has a text you can change: confirmations, reminders, On my way, quotes, invoices and more. Open More → Texts & emails, tap a message, edit it and tap Save.

Find your messages

1. Tap More.
2. Under Run your business, tap Texts & emails.

You can also get there from More → All settings → Message templates.

Each row says when the message goes out and shows the start of your text. The messages are grouped: - Visits: Booking confirmation, Visit reminder, On my way, Running late, Visit moved. - Quotes: Quote sent, Quote approved. - Online booking: Unfinished booking. - Invoices: Invoice sent, Invoice reminder, Receipt, Review request.

Change a message

1. Tap the message you want to change.
2. Edit the text. Depending on the message: - Booking confirmation, Visit reminder, Visit moved and Review request have a Text tab and an Email tab. - Quote sent, Invoice sent, Invoice reminder and Receipt use one message for both, plus an Email subject that's only used when it goes out by email. - Quote approved is an email. On my way, Running late and Unfinished booking are texts.
3. To add a client's name or other details, tap Variable and pick one. It goes at the end of the text, so move words around after if needed.
4. Check the Preview. It's shown with sample details and counts the characters and texts.
5. Tap Save.

Under the text, the app tells you if you're looking at "Quoti's default text" or "Your saved text".

Use variables

Variables like [client_first_name] are filled in when the message goes out. Common ones are client first name, company name, company phone and, for visits, the visit date and time and the address.

Go back to Quoti's text

1. Tap Reset to default.
2. Tap Reset. The fields go back to Quoti's text in your company language.
3. Tap Save to keep it. Nothing is saved until you do.

Turn off the unfinished booking text

1. Tap Unfinished booking.
2. Turn off Send this text automatically.

When it's on, the text goes out about 1 hour after someone leaves your booking page without finishing, never between 9 pm and 8 am. Your booking link is added under your text. Quoti Ai checks each request first and holds tests, spam and duplicates for you. This text needs Quoti Ai on.

Tips

• Keep texts short. The preview shows when a message goes over 1 text.
• When reminders go out is set in Visits & reminders, not here.

Related articles

• Send visit reminders and booking confirmations
• Tell a client you're running late
• Follow up with clients who didn't finish booking
• Change your invoice settings