Checkin now offers a feature that will enable you to create default email messages to be sent from an SRO, Quote, Order, Invoice, Purchase Order, or when a PayLink payment request is sent. You can send a message in Plain Text, or HTML, and you can use Variables to customize the content. (You can also set up a separate message to be sent as a Text Message for Paylink payment requests.)
These are located in Admin > Company Setup > Default Emails.
If using HTML, make sure your message is enclosed with opening and closing HTML tags (<html>, </html>) and you can use basic formatting when you compose the message, including links. You can also add an image by converting it to Base64, using free online tools.
With HTML, you can preview the message by clicking on the small icon to the top right of the message window.
The Variables Key (to the right of the message window) will allow you to dynamically insert specific information, such as the Customer Name, Transaction ID, or Amount Due.
Configuring Default Emails
To choose how messages will be sent, go to Admin > Company Setup > Email, under param_email_output. You have several options:
Email Client: This will cause Mail, or the default email client, to open each time you want to send a message.
Sendgrid: This is an email API that will allow email to be sent from CheckIn, and will also allow for it to be formatted using basic HTML. (Note that if you are using Sendgrid, you’ll need to create an account with the service and enter an API Key into CheckIn. That information is covered in detail in another document.)
SMTP: This will also allow for email to be sent from CheckIn using a service you prefer, though you will not have the option for HTML formatting.
Additional settings may need to be configured, depending on the option you choose.
You also have the option of sending a copy of every email to a second address. Configure this with Send BCC copy? or param_email_send_bcc_to, and enter the email address.