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This article is dedicated to users with Leader Elite, Leader, or Musician Pro accounts.

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To save time, you and your team can easily create email templates, including a subject line and attachments for use when communicating with your booking clients.

To get started, create a new booking or open an existing one.

We can access our email templates inside the Booking Creator when we click the Sharing Options dropdown and clicking the “Send Email" button.

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<aside> ☝ NOTE: You'll need to create and save your Client Invoice and Client Contract for this booking before you can open the "Send Contract & Invoice" window.

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How to Create Email Templates

To create a new email template:

  1. Fill out the subject line, message body and add any attachments.
  2. Click on "Create New Template"
  3. Check the "Save Template" box
  4. Enter a "Template Title"

You can save your new template by clicking “Send”