Manage booking emails from templates to scheduled messages
Zolis brings customer email templates, appointment automations, scheduled messages and communication history into one workspace. Use it to organise the emails that accompany your booking journey.
Create emails using your business branding
Build reusable email templates with your own wording, colours and fonts. The editor includes a customer preview so you can review the message before using it in an automation.
Merge tags insert information from the customer and booking records. Available details include:
- Customer first name and full name.
- Business name and contact details.
- Service name, appointment date, start time and assigned team member.
- Booking total, deposit paid and remaining balance.
For example, an appointment reminder can include the customer's name, service and appointment time without manually rewriting those details for each booking.
Choose when appointment emails are scheduled
Automations connect an email template to a booking event or a time before or after an appointment. You choose the template and timing, using minutes, hours, days or weeks where applicable.
Use the available triggers to organise booking confirmations, reminders before appointments and follow-up messages afterwards. Automations can be enabled or disabled as your communication needs change.
Timed before-appointment and after-appointment automations require an eligible plan. Compare current plans and pricing before choosing your setup.
Review upcoming messages
The Scheduled messages view shows the customer, email address, template and planned sending time. This helps you check the queue rather than relying on a separate reminder checklist.
Message status distinguishes scheduled, sending, sent, failed and cancelled records. The displayed information reflects the processing state recorded by the system.
Check communication history
Communication history gives your team a record of customer messages and their recorded status. Use it to review which template was used, who the message concerned and when it was processed.
A sent status is not a guarantee that an email reached the recipient's inbox or was read. Check the available status information when investigating a missing message.
Keep email connected to the appointment
Templates use booking and customer information already held in Zolis. This keeps appointment communication close to the booking workflow and the customer record.
A salon might schedule an appointment reminder before a treatment. A consultant might use a follow-up template after an appointment. The wording and timing should reflect the service you provide.
Questions about customer communications
Does this feature send SMS or WhatsApp messages?
This page describes the email tools currently implemented in Zolis. SMS and WhatsApp sending are not included in this workflow.
Can emails include appointment and payment details?
Yes. Supported merge tags include the service, appointment date and time, booking total, deposit paid and remaining balance.
Are all automation features available on every plan?
No. Timed before-appointment and after-appointment automations depend on plan access. Review plans and pricing or ask the Zolis team about your requirements.