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Advice and answers from the Endear Team
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what are templates and how do i create one
Who else has access to
templates
?
See who can view
and
edit
templates
… While some
templates
are
only useful to just
one
team, others might be helpful to everyone… Who can edit a
template
?
What
are
services
and
how
do
I
create
them?
Learn
what
services
are
and
how
you can configure custom settings for each service to support your appointment needs… The service will have default settings that dictate when
and
how
it can be booked by customers… Services
are
essentially types of Appointments
What
are
booking links
and
how
do
I
create
them?
Learn about booking links
and
how
to they customize your appointments capabilities… Helpful for things like parking,
what
to bring,
and
generally
what
to expect during the appointment… Why
do
I
need a booking link?
How
do
I
view
and
filter my
templates
?
Learn
how
to access
and
filter your
templates
from your Inbox module… For more information on
how
to
create
new
templates
, refer to this article. 1… Applies to: All You can easily view
and
filter your available
templates
in your Inbox module
How
to
create
and
use
templates
in Endear
Create
message
templates
to save time with repeated content like thank-you notes
and
welcome messages…
How
do
I
Create
a Template?… Here's
how
to
create
and
use
templates
: Navigate to your inbox
What
are
merge fields
and
how
do
I
use them?
Learn
how
to personalize your message with customizable personalized bulk emails or text messages using Merge Tags… Merge fields
are
variables which
are
replaced by the matching information when your message is sent… Once you have finished writing your message, select Preview to see your message
and
how
it will look
What
are
message statuses
and
how
do
I
change them?
How
do
I
change a message's status?… Learn more about
how
your inbox sections work… At the top of the conversation you can press +Actions to Block to block a customer
and
no longer view
What
are
Story default settings
and
how
do
I
use them?
Learn
how
to set up Stories for your team… Adjust your Stories' Settings Default Details: Font Family: Change
how
the default text appears… Shopify checkout is enabled, they can add the item to their cart Clickable: Items can be clicked
and
How
do
I
create
a Story?
Learn
how
to
create
engaging
and
clickable content with Stories… for their customers to engage with
and
shop from, then they will want to learn
how
to
create
a Story… Click on
Create
Story 3
How
do
I
create
multiple calendars at once?
Learn
how
to
create
calendars in bulk to save time
and
setup all your teams with Endear Appointments…
How
do
I
create
calendars in bulk?…
What
is bulk calendar creation?
