Personalizing emails

Personalizing Emails To personalize your email templates, start by selecting ‘Settings’ from the left side panel. Under ‘Emails & Screen Messages’, you will find a variety of email templates.  On each page, you will notice there is a list of variable...

Agreements

To view, edit, or add an agreement: Go to Settings: Click the settings tab on the left-hand side. Navigate to Agreements: Scroll down to the “Forms” section. Click on “Agreements.” Add or Edit an Agreement on the Agreement Page: Click an...

Why Can’t I see my Rates?

There are several reasons why a customer or staff member will not see a rate. Some common reasons for being unable to see a rate include the following: The rate has weight rules. The rate has age rules. The rate has a color code rule associated with it, which could be...