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). Note that already existing overdue reservations and check-outs will not trigger the notification, unless they fit the time frame.
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!
