Email notifications are a great way to notify your administrators or your Contacts that something interesting happened in CHEQROOM.
Creating a new notification
- Go to your Settings in the bottom left corner of your screen
- Click Notifications
- Click New notification
- Choose a Trigger
Choosing a trigger
Reservations
- New reservation
- Canceled reservation
- Reservation due
- Reservation overdue
- Reservation PDF generated
- Added Reservation Comment
- Closed Reservation
Check-out
- New check-out
- Check in
- Check-out due
- Check-out overdue
- Undo check-out
- Extend check-out
- Check-out PDF generated
- Added Check-out Comment
Contact
- New contact
- Contact PDF generated
- Added Contact Comment
- Blocked Contact
- Unblocked Contacts
Item
- Set Flag
- Clear Flag
- Item expired
- Item unexpired
- Change Location
- Added Item Comment
- Take custody
- Release custody
- Transfer custody
- Warranty expiring
Configuring the trigger
- Give this trigger a unique name
- Choose when it should trigger (only for due/overdue notifications)
- Select for which locations the notification should trigger (only applicable when having multiple locations)
- Choose Email
Write your message
You can either write static messages (always the same email) or you can use the dynamic fields from the Fields Picker to make your email super relevant to the actual Check-out it was triggered for.
- Fill in the To field with a static email address (e.g. equipment-admin@yourdomain.com) or use a dynamic field. (e.g. email it to the Contact of the Check-out with
{{contact.email}}). Use a comma in between email addresses, if you'd like it to be sent to several recipients. - Enter an Email subject
- Write the Email body and add extra fields by clicking on the dropdown list icon on the right side
💡Tip: Have your Business Hours set up in your account? Update your users on changes in the opening or closing hours by adding them to your notifications as well. Just click on the dropdown list and search for 'business hours'.
Preview your email
- Check if everything looks okay
- You can still go back to make changes
- Click Add when you're done
You're done!
