The Customer Meeting add-on offers customizing options for meeting rooms and scheduling. To customize the layout of your emails, you will need to write custom HTML code that will be used as a template for all your emails. The Customer Meeting add-on provides a preview so you can check whether the layout shows well.
Which emails will have the custom layout?
The custom layout will show in the following emails:
Scheduling:
Confirmation email
Reminder email
Cancellation email
Meeting rooms:
Meeting room invite email
How to add the HTML code in the customization settings?
Add the HTML code
We recommend writing the HTML code and then copy/paste it in the customization box.
To add it in the Customer Meeting add-on settings, follow these steps:
Go to Settings > Customization
Scroll down until you see 'Advanced branding'
Paste the HTML code into the 'Custom email HTML template' box
Click on 'Send me a preview mail' to see if the layout shows well. The mail will be sent to the email address of the logged-in user.
Hit Save if the layout is ready
Test the template with several e-mail clients (Google, Outlook, ..)
Requirements
The HTML template must contain a body and the {content} tag. This tag will be replaced with the email content when an email is sent to your clients.
If the body or the {content} tag is not present, you won't be able to save the page and see an error message.
Important remarks
The HTML template is not validated by Teamleader Focus. Make sure to test the template by sending a preview email to yourself before saving the page.
When the preview looks good, we recommend testing it with several email clients as results might differ depending on the email client (e.g. you can book a test meeting with yourself).
Default layout vs custom layout
By default, all emails sent by the Customer Meeting add-on look similar. Below you can find an example of the confirmation mail that a host receives when a guest books a meeting:
Customizing the email template can give a very different result, for example: