Emails & Sending

Open Settings > Emails & Sending. The page title is Emails & Sending. Click Save Email Settings to keep changes.

Email Appearance & Preview

Emails follow your Widget Setup design: the brand colour and the header look (a colour band, its gradient, or a white minimal header with your logo on white) come from Widget Setup > Design, so the inbox matches your booking form. The Email Appearance & Preview card shows which look is in use. Header Style options here choose the logo and text: Logo & Text, Logo Only, and Text Only.

Auto-Send Preferences

The Auto-Send Preferences card controls when documents are automatically emailed to customers. Checkboxes on the page:

• Send quote email when creating from dashboard

• Send invoice when recurring booking is generated

• Send quote email when customer requests via widget

• Send invoice when booking is completed

• Send work completed summary when job is marked complete — optional nested checkbox: Include before/after photos in summary

• Send receipt when payment is received

Payment Reminders

The field is “Send reminder for unpaid invoices after” a number of hours. Set to 0 to disable automatic reminders.

Quote Follow-up

Checkbox: Automatically follow up on unconverted quotes. When on, Follow up after 1, 2, 3, 5, or 7 days.

Default Terms & Notes

Quote Footer and Invoice Footer appear at the bottom of your quotes and invoices. Click Save Email Settings at the top or bottom of the page.

Seeing what was sent

These settings control what goes out. To see the emails themselves, with delivery status and the exact message each customer received, open Email Activity.