Customise mail templates

Go to [Settings] > [Communication] > [Email templates]. Click the icon  next to a template to modify the template.

Select the title and sending address for the template at the top. The 'Dynamic' option ensures that the practitioner's email address is used. The title is only shown within Crossuite itself, the subject of the email will be visible to the patient. Add a document or image as an attachment with the 'Attachments' option at the bottom of the page. Click 'Modify' to adjust the content of the email.

Within the email itself, various framed fields or auto-fields are displayed. These fields are automatically filled in using the data of the patient, the appointment, or the practitioner.

These auto-fields are also available for the subject of the email. Click on the text in the subject to find the auto-fields on the left.

When entering text, click on 'Merge Tags' to select these auto-fields.

Once you have applied the changes, close the screen using the cross in the top right corner. The changes are automatically saved here. Click 'save' at the bottom to apply the changes, or click 'save as' to save this as a new template.

Certain email templates must still be selected in the corresponding setting to be used as a default email. For example, for Finances, this is set in Settings -> Finances -> Invoicing -> Print & mail.

• Related Articles

• B3. Want to be extra prepared? Go ahead and set up these settings!

  For a smooth kick-off, we recommend taking a look at the settings below beforehand and, if possible, setting them up. If you get stuck on anything, don't worry; we'll go over it together during the kick-off meeting. 1. Set up your SMTP for outgoing ...

• Upcoming appointment date on your invoice or communication

  Add next appointment merge tag to your invoice You can read how to modify an invoice template in the article: Create / edit an invoice template When modifying the invoice template, you'll find the merge tag [Date of next appointment] under the ...

• C1. Frequently Asked Questions After the Transition (FAQ)

  How do I create a new booking link to replace my old one on the website? With Crossuite QI, you can now create and edit your own booking link. The link automatically adapts, so you don't need to replace anything on your website, even after making a ...

• Customise diary layout

  Diary display settings Click the settings button [] at the top right of the diary to change the display settings: View settings The following options are configured as default here: Diary division: The division of your diary grid by number of minutes ...

• Email set-up

  In order to send e-mails to your patients, you need to set your e-mail addresses' SMTP settings. SMTP probably doesn't sound familiar to you, but you can always check these details with your mail provider. Enter the e-mail address you want to use to ...