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Templates

Email & SMS templates

Automated messages are the ones your customers actually read, so they should not sound like a database. Templates puts confirmations, reminders, follow-ups, and SMS in a single editor with merge tags for names, times, links, and locations - change the wording once and every future send follows.

  • HTML email and SMS templates side by side
  • Merge tags for customer, booking, staff, business, and portal links
  • Booking timeline built in: confirmation, reminder email, final SMS nudge, and post-visit follow-up
  • Purpose-built templates for waivers, level promotions, invoices, and staff invites
  • Live preview before you save
  • Marketing templates for Reach stay separate from transactional sends
What's included

Built right into the product

No bolt-ons, no surprise add-ons. Email & SMS templates ships on plans labelled All plans.

  • HTML email and SMS templates side by side
  • Merge tags for customer, booking, staff, business, and portal links
  • Booking timeline built in: confirmation, reminder email, final SMS nudge, and post-visit follow-up
  • Purpose-built templates for waivers, level promotions, invoices, and staff invites
  • Live preview before you save
  • Marketing templates for Reach stay separate from transactional sends

How it fits

Best suited to:

Availability

All plans.

See plan comparison →

Inside Revively

Email & SMS templates, up close

Step through live email & sms templates screens from the product - each one captioned so you can see how it works.

How it works

Three moves and you're live

1

Open Templates

Catalog & Setup → Templates lists every template with its channel and purpose.

2

Edit in your voice

Rewrite the copy, drop in merge tags, and preview how it renders before saving.

3

Let the triggers run

Bookings, waivers, promotions, and invites pick up the new wording on the next send.

Ready to run your day, not your inbox?

Start a 15-day free trial. No credit card needed. Import your services in minutes - or pick a vertical pack and we'll seed sensible defaults.