Sending email booking confirmations
How to send appraisal booking confirmations
When in a 'pending' appraisal (i.e. an appraisal that hasn't been carried out yet), you'll have an action available to use from the 'Actions' meta box on the right of the appraisal record that will allow you to send an email booking confirmation to the owner/landlord:
If an option to send an email booking confirmation to the ownerdoesn't appear, it's likely because there is no owner assigned to the appraisal.
Simply click this action and a booking confirmation will be emailed immediately to the owner:
The action will then change accordingly to show the booking confirmation has been sent, and when:
Customising the email confirmation templates
The default email subject and body can be customised under 'Property Hive > Settings > Emails'.
Customising the emails before they're sent
Under 'Property Hive > Settings > Emails' you can also specify that the email confirmations to be sent can be customised prior to sending:
With this option selected you'll have the ability to customise the confirmation email subject and body before it gets sent:
Great for if you want to add specific instructions about the appraisal or to personalise the confirmations further.