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 customizeable.

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 crreate 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 
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