Introduction
Operate comes with a set of templates which you can use for a variety of tasks or documents. You can find them by going to Settings > General > Templates. All templates are customizable.
Here is a complete list of the templates you can expect to see within Operate:
Document templates
These templates cover all of the documents you can create with Operate. Most of them come with three default styles: Classic, Modern and Simple.
Here are the documents you can find templates for:
General Documents
Credit Notes
Function Sheets
Invoices.
Licences - These templates come with variations for residential and virtual clients, as well as for memberships.
Payment Receipts
Proforma
Reservation Cancellation Forms
Reservation Confirmation Forms
Provisional Reservation Forms
SMS
Account Statements
Till Receipts
Email Templates
These are available within the email editor or can be used as part of workflows, so that you don't have to type email texts. These templates are:
Auto Assignment Email Template
Auto-response for leads - generic
Book a Tour - confirmation email
Booking Confirmation email to a client who has booked a hot desk to be charged to their account
Booking Confirmation email to a client who has booked a meeting room to be charged to their account
Booking Confirmation email to a client who has made a credit card booking
Community Following Message
Community Member To Member Message
Community Shout Out Forward
Community Shout Out Reply
Community Status Reply
Confirmation email to be sent to Accounts department when a credit card payment has been made
Confirmation email to Centre Manager for a booking on account
Confirmation email to Centre Manager for a booking paid by credit card
Confirmation of failed payments to clients
Default leadDADI Accept Notification to broker contact
Default leadDADI Closed Lost Notification
Default leadDADI Overturn notice to successful broker
Default leadDADI overturn notification to UNSUCCESSFUL broker
Default leadDADI REJECT /DEAD lead notification
Default leadDADI WON notification
Email to Accounts when payment failed
Email to Accounts when payment received
Email to Centre Manager when payment failed
Email to Centre Manager when payment received
Email to Client when payment has failed
Email to Client when payment received
Email to team when Online Plan payment succeeds
Forgot Password Template
Invite Members to portal
Licence Expiry Notification
Neglected Lead
New Community Shout Out
New Community Status
Notification email to Centre Manager when a customer's search has returned no available desks
Notification email to Centre Manager when a customer's search has returned no available rooms
Notification of cancellation of a booking
Notification of change to a booking
Notification of failed payments to Accounts Department
Online Plan Welcome
Opportunity Update: notification for Agreement Pending/Won deals
Tour reminder email
Welcome email to a new client